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
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-94- 12.81% |
$52.2K - $59.2K
|
640
$500K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-97- 5.81% |
$53.9K - $61.1K
|
1.57K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-97- 5.14% |
$53.9K - $61.1K
|
1.79K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-100- 9.09% |
$55.6K - $63K
|
1K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-100- 12.33% |
$55.6K - $63K
|
711
$555K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-101- 18.67% |
$56.1K - $63.7K
|
440
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-102- 1.58% |
$56.7K - $64.3K
|
6.35K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-102- 11.83% |
$56.7K - $64.3K
|
760
$594K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-102- 18.85% |
$56.7K - $64.3K
|
439
$343K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-103- 7.87% |
$57.2K - $64.9K
|
1.21K
$941K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-103- 6.7% |
$57.2K - $64.9K
|
1.44K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-105- 40.7% |
$58.3K - $66.2K
|
153
$120K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-105- 0.95% |
$58.3K - $66.2K
|
11K
$8.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-108- 16.72% |
$60K - $68.1K
|
538
$420K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-111- 1.8% |
$61.7K - $70K
|
6.06K
$4.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-112- 19.82% |
$62.2K - $70.6K
|
453
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-113- 5.87% |
$62.8K - $71.2K
|
1.81K
$1.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-116- 4.74% |
$64.5K - $73.1K
|
2.33K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-116- 1.42% |
$64.5K - $73.1K
|
8.07K
$6.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-117- 1.81% |
$65K - $73.7K
|
6.36K
$4.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-117- 16.6% |
$65K - $73.7K
|
588
$459K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-117- 25.88% |
$65K - $73.7K
|
335
$262K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-120- 1.25% |
$66.7K - $75.6K
|
9.5K
$7.42M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-120- 0.37% |
$66.7K - $75.6K
|
32K
$25M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-121- 22.2% |
$67.2K - $76.3K
|
424
$331K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-122- 0.28% |
$67.8K - $76.9K
|
43.2K
$33.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-123- 6.17% |
$68.3K - $77.5K
|
1.87K
$1.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-124- 0.48% |
$68.9K - $78.1K
|
25.7K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-124- 2.35% |
$68.9K - $78.1K
|
5.16K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-124- 6.05% |
$68.9K - $78.1K
|
1.93K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-124- 1.93% |
$68.9K - $78.1K
|
6.31K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-126- 2.26% |
$70K - $79.4K
|
5.45K
$4.26M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-127- 11.25% |
$70.6K - $80K
|
1K
$783K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-127- 5.84% |
$70.6K - $80K
|
2.05K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-127- 3.16% |
$70.6K - $80K
|
3.9K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-128- 4.37% |
$71.1K - $80.7K
|
2.8K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-128- 4.89% |
$71.1K - $80.7K
|
2.49K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-130- 1.0% |
$72.2K - $81.9K
|
12.9K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-130- 0.26% |
$72.2K - $81.9K
|
49.5K
$38.7M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-130- 25.84% |
$72.2K - $81.9K
|
373
$291K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-133- 99.25% |
$73.9K - $83.8K
|
1
$781
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-135- 3.74% |
$75K - $85.1K
|
3.48K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-136- 11.21% |
$75.6K - $85.7K
|
1.08K
$841K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-136- 18.04% |
$75.6K - $85.7K
|
618
$483K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-136- 20.42% |
$75.6K - $85.7K
|
530
$414K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-140- 27.4% |
$77.8K - $88.2K
|
371
$290K
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-142- 0.12% |
$78.9K - $89.5K
|
117K
$91.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-143- 5.45% |
$79.5K - $90.1K
|
2.48K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-143- 7.71% |
$79.5K - $90.1K
|
1.71K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-144- 3.3% |
$80K - $90.8K
|
4.22K
$3.29M
|