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 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-333- 23.45% |
$185K - $210K
|
1.09K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-334- 4.02% |
$186K - $210K
|
7.98K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-338- 52.98% |
$188K - $213K
|
300
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-350- 43.21% |
$194K - $221K
|
460
$353K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-350- 5.03% |
$194K - $221K
|
6.61K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-354- 2.02% |
$197K - $223K
|
17.2K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-365- 11.72% |
$203K - $230K
|
2.75K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-384- 1.58% |
$213K - $242K
|
23.9K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-389- 0.12% |
$216K - $245K
|
314K
$241M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-392- 36.77% |
$218K - $247K
|
674
$517K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-395- 35.91% |
$219K - $249K
|
705
$541K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-397- 9.35% |
$221K - $250K
|
3.85K
$2.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-400- 0.47% |
$222K - $252K
|
85.6K
$65.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 38.17% |
$222K - $252K
|
648
$497K
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-410- 1.56% |
$228K - $258K
|
25.8K
$19.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-415- 13.83% |
$231K - $262K
|
2.59K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-415- 37.56% |
$231K - $262K
|
690
$529K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-417- 38.08% |
$232K - $263K
|
678
$520K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-420- 2.79% |
$233K - $265K
|
14.6K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-422- 35.67% |
$234K - $266K
|
761
$584K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-424- 29.42% |
$236K - $267K
|
1.02K
$780K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-425- 1.56% |
$236K - $268K
|
26.8K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-425- 7.03% |
$236K - $268K
|
5.62K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-430- 12.08% |
$239K - $271K
|
3.13K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-439- 0.84% |
$244K - $277K
|
52K
$39.8M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-446- 1.74% |
$248K - $281K
|
25.1K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-447- 0.13% |
$248K - $282K
|
334K
$256M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-451- 8.4% |
$251K - $284K
|
4.92K
$3.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-451- 0.31% |
$251K - $284K
|
147K
$113M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-451- 2.6% |
$251K - $284K
|
16.9K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-454- 50.44% |
$252K - $286K
|
446
$342K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-456- 2.5% |
$253K - $287K
|
17.8K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-462- 0.71% |
$257K - $291K
|
64.4K
$49.4M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-467- 29.39% |
$259K - $294K
|
1.12K
$860K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-472- 8.97% |
$262K - $297K
|
4.79K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-472- 46.55% |
$262K - $297K
|
542
$416K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-474- 4.66% |
$263K - $299K
|
9.69K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-480- 10.01% |
$267K - $303K
|
4.31K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-498- 4.56% |
$277K - $314K
|
10.4K
$7.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 15.43% |
$278K - $315K
|
2.74K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 2.8% |
$278K - $315K
|
17.3K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-501- 4.61% |
$278K - $316K
|
10.4K
$7.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-502- 2.46% |
$279K - $316K
|
19.9K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-505- 9.87% |
$281K - $318K
|
4.61K
$3.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-516- 45.83% |
$287K - $325K
|
610
$468K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 15.25% |
$287K - $326K
|
2.87K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-520- 2.11% |
$289K - $328K
|
24.2K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-529- 14.74% |
$294K - $333K
|
3.06K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-534- 29.6% |
$297K - $337K
|
1.27K
$974K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-536- 0.88% |
$298K - $338K
|
60.2K
$46.1M
|