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 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-220- 1.46% |
$122K - $139K
|
14.9K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-225- 0.15% |
$125K - $142K
|
147K
$113M
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-225- 12.44% |
$125K - $142K
|
1.58K
$1.21M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-226- 18.09% |
$126K - $142K
|
1.02K
$784K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-227- 4.26% |
$126K - $143K
|
5.11K
$3.92M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-227- 2.13% |
$126K - $143K
|
10.5K
$8.01M
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-228- 26.67% |
$127K - $144K
|
627
$481K
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-229- 1.11% |
$127K - $144K
|
20.4K
$15.6M
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-229- 1.11% |
$127K - $144K
|
20.4K
$15.6M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-230- 9.88% |
$128K - $145K
|
2.1K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-233- 21.44% |
$129K - $147K
|
854
$655K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-235- 18.89% |
$131K - $148K
|
1.01K
$774K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-238- 20.88% |
$132K - $150K
|
902
$692K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-238- 11.91% |
$132K - $150K
|
1.76K
$1.35M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-239- 0.57% |
$133K - $151K
|
41.4K
$31.7M
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-242- 25.72% |
$134K - $153K
|
699
$536K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-242- 28.47% |
$134K - $153K
|
608
$466K
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-242- 13.53% |
$134K - $153K
|
1.55K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-243- 72.75% |
$135K - $153K
|
91
$69.8K
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-244- 35.78% |
$136K - $154K
|
438
$336K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-244- 9.1% |
$136K - $154K
|
2.44K
$1.87M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-245- 25.9% |
$136K - $154K
|
701
$538K
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-246- 1.42% |
$137K - $155K
|
17.1K
$13.1M
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-247- 10.88% |
$137K - $156K
|
2.02K
$1.55M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-250- 35.71% |
$139K - $158K
|
450
$345K
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-250- 31.37% |
$139K - $158K
|
547
$419K
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-255- 9.58% |
$142K - $161K
|
2.41K
$1.85M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-264- 19.86% |
$147K - $166K
|
1.07K
$817K
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-266- 0.41% |
$148K - $168K
|
64.2K
$49.3M
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-266- 4.26% |
$148K - $168K
|
5.98K
$4.58M
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-267- 9.72% |
$148K - $168K
|
2.48K
$1.9M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-269- 22.99% |
$149K - $170K
|
901
$691K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-270- 25.12% |
$150K - $170K
|
805
$617K
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-273- 43.54% |
$152K - $172K
|
354
$271K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-287- 38.94% |
$159K - $181K
|
450
$345K
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-289- 2.17% |
$161K - $182K
|
13K
$9.97M
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-289- 19.24% |
$161K - $182K
|
1.21K
$930K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-289- 28.67% |
$161K - $182K
|
719
$551K
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-290- 43.48% |
$161K - $183K
|
377
$289K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-300- 76.34% |
$167K - $189K
|
93
$71.3K
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 44.58% |
$167K - $189K
|
373
$286K
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-306- 7.3% |
$170K - $193K
|
3.88K
$2.98M
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-309- 3.36% |
$172K - $195K
|
8.88K
$6.81M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-313- 6.73% |
$174K - $197K
|
4.34K
$3.33M
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-314- 13.23% |
$174K - $198K
|
2.06K
$1.58M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-319- 4.65% |
$177K - $201K
|
6.54K
$5.01M
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-325- 15.74% |
$181K - $205K
|
1.74K
$1.33M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-330- 6.02% |
$183K - $208K
|
5.15K
$3.95M
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-330Closed |
$183K - $208K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-331- 22.52% |
$184K - $209K
|
1.14K
$873K
|