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 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-821- 67.52% |
$456K - $517K
|
395
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-822- 29.11% |
$457K - $518K
|
2K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-839- 13.44% |
$466K - $529K
|
5.4K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-848- 99.53% |
$471K - $534K
|
4
$3.07K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-850- 14.22% |
$472K - $536K
|
5.13K
$3.93M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-890- 0.3% |
$495K - $561K
|
295K
$226M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-905- 51.3% |
$503K - $570K
|
859
$659K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-913- 0.65% |
$507K - $575K
|
139K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-920- 59.05% |
$511K - $580K
|
638
$489K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-926- 99.25% |
$515K - $584K
|
7
$5.37K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-937- 1.26% |
$521K - $591K
|
73.3K
$56.2M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-949- 7.25% |
$527K - $598K
|
12.1K
$9.31M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-950- 12.82% |
$528K - $599K
|
6.46K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-955- 7.72% |
$531K - $602K
|
11.4K
$8.75M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-959- 17.25% |
$533K - $604K
|
4.6K
$3.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-967- 27.08% |
$537K - $609K
|
2.6K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-968- 12.4% |
$538K - $610K
|
6.84K
$5.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-985- 6.8% |
$547K - $621K
|
13.5K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-996- 13.09% |
$553K - $628K
|
6.61K
$5.07M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.02K- 11.04% |
$567K - $643K
|
8.22K
$6.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 47.39% |
$590K - $669K
|
1.18K
$904K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 3.28% |
$602K - $683K
|
31.9K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 7.68% |
$605K - $686K
|
13.1K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-1.11K- 1.52% |
$615K - $697K
|
71.6K
$54.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.11K- 2.47% |
$618K - $701K
|
43.9K
$33.7M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.13K- 48.52% |
$627K - $711K
|
1.2K
$918K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.13K- 3.01% |
$628K - $712K
|
36.4K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.2K- 75.87% |
$667K - $757K
|
382
$293K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 4.54% |
$669K - $759K
|
25.3K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.22K- 18.61% |
$678K - $769K
|
5.34K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.23K- 9.83% |
$681K - $773K
|
11.2K
$8.62M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.23K- 3.37% |
$683K - $775K
|
35.2K
$27M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.25K- 5.66% |
$696K - $789K
|
20.9K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.25K- 0.59% |
$697K - $790K
|
210K
$161M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.26K- 14.49% |
$702K - $797K
|
7.46K
$5.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.32K- 66.97% |
$736K - $834K
|
653
$501K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 74.65% |
$751K - $852K
|
459
$352K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.37K- 8.02% |
$760K - $862K
|
15.7K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 15.48% |
$800K - $908K
|
7.86K
$6.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.49K- 4.94% |
$830K - $942K
|
28.8K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Lts One Management LP
|
SELL
|
- |
-1.5K- 4.76% |
$833K - $945K
|
30K
$23M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.53K- 53.1% |
$848K - $962K
|
1.35K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.53K- 4.84% |
$851K - $966K
|
30.2K
$23.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.55K- 0.2% |
$858K - $974K
|
758K
$581M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.59K- 3.76% |
$882K - $1M
|
40.6K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.63K- 1.89% |
$906K - $1.03M
|
84.5K
$64.8M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.64K- 55.5% |
$911K - $1.03M
|
1.31K
$1.01M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.67K- 57.3% |
$927K - $1.05M
|
1.24K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.69K- 3.89% |
$941K - $1.07M
|
41.9K
$32.1M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.7K- 6.7% |
$945K - $1.07M
|
23.7K
$18.2M
|