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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
45+ 3.34% |
$25K - $28.4K
|
1.39K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
44+ 11.76% |
$24.4K - $27.7K
|
418
$327K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
44+ 9.17% |
$24.4K - $27.7K
|
524
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
43+ 1.01% |
$23.9K - $27.1K
|
4.32K
$3.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43+ 22.87% |
$23.9K - $27.1K
|
231
$180K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
43+ 7.52% |
$23.9K - $27.1K
|
615
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 5.48% |
$23.9K - $27.1K
|
828
$647K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
43+ 1.35% |
$23.9K - $27.1K
|
3.22K
$2.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
42+ 3.79% |
$23.3K - $26.5K
|
1.15K
$898K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
40+ 6.67% |
$22.2K - $25.2K
|
640
$500K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
39+ 7.54% |
$21.7K - $24.6K
|
556
$434K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
39+ 4.11% |
$21.7K - $24.6K
|
987
$771K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
38New |
$21.1K - $23.9K
|
38
$29.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
37+ 4.71% |
$20.6K - $23.3K
|
822
$642K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
37+ 0.95% |
$20.6K - $23.3K
|
3.93K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
37+ 9.37% |
$20.6K - $23.3K
|
432
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
36+ 2.15% |
$20K - $22.7K
|
1.71K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
36+ 9.23% |
$20K - $22.7K
|
426
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
35+ 2.21% |
$19.4K - $22.1K
|
1.62K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
35+ 2.88% |
$19.4K - $22.1K
|
1.25K
$977K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
35+ 6.8% |
$19.4K - $22.1K
|
550
$430K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
35+ 4.67% |
$19.4K - $22.1K
|
784
$612K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
34+ 4.44% |
$18.9K - $21.4K
|
800
$625K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 7.71% |
$18.3K - $20.8K
|
461
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
33+ 7.67% |
$18.3K - $20.8K
|
463
$362K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
33+ 1.66% |
$18.3K - $20.8K
|
2.03K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
32+ 7.16% |
$17.8K - $20.2K
|
479
$374K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 9.55% |
$17.8K - $20.2K
|
367
$287K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
32+ 0.42% |
$17.8K - $20.2K
|
7.57K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
30+ 0.98% |
$16.7K - $18.9K
|
3.1K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
29+ 6.18% |
$16.1K - $18.3K
|
498
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
29+ 1.34% |
$16.1K - $18.3K
|
2.2K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
29+ 1.2% |
$16.1K - $18.3K
|
2.44K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
29New |
$16.1K - $18.3K
|
29
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
29+ 3.78% |
$16.1K - $18.3K
|
796
$622K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$15.6K - $17.6K
|
28
$21.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 8.12% |
$15.6K - $17.6K
|
373
$291K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$15.6K - $17.6K
|
28
$21.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
27+ 2.39% |
$15K - $17K
|
1.16K
$903K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 3.86% |
$15K - $17K
|
727
$568K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$15K - $17K
|
27
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
27+ 4.86% |
$15K - $17K
|
583
$455K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
26+ 0.85% |
$14.4K - $16.4K
|
3.08K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 6.21% |
$14.4K - $16.4K
|
445
$348K
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
26+ 0.11% |
$14.4K - $16.4K
|
23.4K
$18.3M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25New |
$13.9K - $15.8K
|
25
$19.5K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 11.42% |
$13.9K - $15.8K
|
244
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 6.56% |
$13.3K - $15.1K
|
390
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24+ 3.65% |
$13.3K - $15.1K
|
682
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
24+ 5.58% |
$13.3K - $15.1K
|
454
$355K
|