Purchases and Sales Made in Q1 2025 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 2025. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
114+ 6.64% |
$63.3K - $71.8K
|
1.83K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
113+ 24.35% |
$62.8K - $71.2K
|
577
$451K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
113+ 15.63% |
$62.8K - $71.2K
|
836
$653K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
113+ 10.69% |
$62.8K - $71.2K
|
1.17K
$914K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
112+ 5.83% |
$62.2K - $70.6K
|
2.03K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
112+ 4.06% |
$62.2K - $70.6K
|
2.87K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
110+ 23.91% |
$61.1K - $69.3K
|
570
$445K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
110New |
$61.1K - $69.3K
|
110
$85.9K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
110New |
$61.1K - $69.3K
|
110
$85.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
109+ 30.79% |
$60.6K - $68.7K
|
463
$362K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
109+ 6.69% |
$60.6K - $68.7K
|
1.74K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
108+ 469.57% |
$60K - $68.1K
|
131
$102K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
108+ 30.42% |
$60K - $68.1K
|
463
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
107+ 1.6% |
$59.5K - $67.4K
|
6.78K
$5.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
107+ 15.24% |
$59.5K - $67.4K
|
809
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
106New |
$58.9K - $66.8K
|
106
$82.8K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
105+ 1.87% |
$58.3K - $66.2K
|
5.71K
$4.46M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
104+ 9.06% |
$57.8K - $65.5K
|
1.25K
$978K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 1733.33% |
$57.8K - $65.5K
|
110
$85.9K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
104+ 22.86% |
$57.8K - $65.5K
|
559
$437K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
103+ 59.88% |
$57.2K - $64.9K
|
275
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
102+ 7.24% |
$56.7K - $64.3K
|
1.51K
$1.18M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
98New |
$54.5K - $61.8K
|
98
$76.6K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
97+ 0.17% |
$53.9K - $61.1K
|
55.8K
$43.6M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
94New |
$52.2K - $59.2K
|
94
$73.4K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
91+ 17.43% |
$50.6K - $57.4K
|
613
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
90+ 209.3% |
$50K - $56.7K
|
133
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
90+ 27.69% |
$50K - $56.7K
|
415
$324K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
90+ 1.9% |
$50K - $56.7K
|
4.82K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
88+ 5.99% |
$48.9K - $55.5K
|
1.56K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
87+ 2.97% |
$48.3K - $54.8K
|
3.01K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
87+ 15.0% |
$48.3K - $54.8K
|
667
$521K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
87+ 19.95% |
$48.3K - $54.8K
|
523
$409K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
86+ 5.01% |
$47.8K - $54.2K
|
1.8K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
84+ 2.31% |
$46.7K - $52.9K
|
3.72K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
84+ 4.78% |
$46.7K - $52.9K
|
1.84K
$1.44M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
84New |
$46.7K - $52.9K
|
84
$65.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
83+ 13.22% |
$46.1K - $52.3K
|
711
$555K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
83+ 1.43% |
$46.1K - $52.3K
|
5.9K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
83New |
$46.1K - $52.3K
|
83
$64.8K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
83+ 18.95% |
$46.1K - $52.3K
|
521
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
82+ 13.42% |
$45.6K - $51.7K
|
693
$541K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
82New |
$45.6K - $51.7K
|
82
$64.1K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
82+ 4.68% |
$45.6K - $51.7K
|
1.83K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
76+ 4.27% |
$42.2K - $47.9K
|
1.85K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
75+ 13.56% |
$41.7K - $47.3K
|
628
$491K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
75+ 5.18% |
$41.7K - $47.3K
|
1.52K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
75+ 0.55% |
$41.7K - $47.3K
|
13.7K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
73+ 3.09% |
$40.6K - $46K
|
2.44K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
73+ 11.59% |
$40.6K - $46K
|
703
$549K
|