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 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-145- 9.13% |
$80.6K - $91.4K
|
1.44K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-145- 27.78% |
$80.6K - $91.4K
|
377
$295K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 10.48% |
$80.6K - $91.4K
|
1.24K
$968K
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-147- 3.43% |
$81.7K - $92.6K
|
4.14K
$3.23M
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-148- 3.46% |
$82.2K - $93.3K
|
4.13K
$3.22M
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-150- 0.88% |
$83.3K - $94.5K
|
17K
$13.3M
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-150- 2.01% |
$83.3K - $94.5K
|
7.32K
$5.72M
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-150- 3.05% |
$83.3K - $94.5K
|
4.77K
$3.73M
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-150- 5.81% |
$83.3K - $94.5K
|
2.43K
$1.9M
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-150- 14.46% |
$83.3K - $94.5K
|
887
$693K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-151- 0.16% |
$83.9K - $95.2K
|
97.2K
$76M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-151- 10.3% |
$83.9K - $95.2K
|
1.32K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-153- 15.9% |
$85K - $96.4K
|
809
$632K
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-153- 7.78% |
$85K - $96.4K
|
1.81K
$1.42M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154Closed |
$85.6K - $97.1K
|
0
$0
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-162- 3.69% |
$90K - $102K
|
4.23K
$3.3M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-162- 1.15% |
$90K - $102K
|
14K
$10.9M
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-165- 3.28% |
$91.7K - $104K
|
4.87K
$3.8M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-166- 5.53% |
$92.2K - $105K
|
2.84K
$2.22M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-168- 13.11% |
$93.3K - $106K
|
1.11K
$869K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-171- 98.28% |
$95K - $108K
|
3
$2.34K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-172- 14.01% |
$95.6K - $108K
|
1.06K
$825K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-172- 22.43% |
$95.6K - $108K
|
595
$465K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-173- 8.0% |
$96.1K - $109K
|
1.99K
$1.55M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-174- 0.97% |
$96.7K - $110K
|
17.7K
$13.8M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 20.47% |
$96.7K - $110K
|
676
$528K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-179- 20.43% |
$99.5K - $113K
|
697
$545K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-179- 4.72% |
$99.5K - $113K
|
3.62K
$2.82M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-180- 20.34% |
$100K - $113K
|
705
$551K
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-180- 0.26% |
$100K - $113K
|
70.3K
$54.9M
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-182- 12.76% |
$101K - $115K
|
1.24K
$972K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-182- 2.11% |
$101K - $115K
|
8.45K
$6.6M
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-183- 5.28% |
$102K - $115K
|
3.29K
$2.57M
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-183- 3.32% |
$102K - $115K
|
5.32K
$4.16M
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-185- 0.13% |
$103K - $117K
|
143K
$111M
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-185- 17.35% |
$103K - $117K
|
881
$688K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-188- 3.89% |
$104K - $118K
|
4.64K
$3.62M
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-191- 23.76% |
$106K - $120K
|
613
$479K
|
|
May 13, 2025
Q1 2025
|
Ycg, LLC
|
SELL
|
- |
-191- 0.31% |
$106K - $120K
|
61.8K
$48.3M
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-192- 3.22% |
$107K - $121K
|
5.78K
$4.51M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-194- 56.07% |
$108K - $122K
|
152
$119K
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-195- 2.09% |
$108K - $123K
|
9.15K
$7.15M
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-197- 3.2% |
$109K - $124K
|
5.95K
$4.65M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-197- 7.12% |
$109K - $124K
|
2.57K
$2.01M
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
SELL
|
- |
-200- 0.36% |
$111K - $126K
|
54.7K
$42.7M
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.51% |
$111K - $126K
|
13.1K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.26% |
$111K - $126K
|
75.9K
$59.3M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-208- 8.54% |
$116K - $131K
|
2.23K
$1.74M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-211- 2.32% |
$117K - $133K
|
8.88K
$6.94M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-212- 9.31% |
$118K - $134K
|
2.07K
$1.61M
|