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 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.88KNew |
$1.04M - $1.18M
|
1.88K
$1.44M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.86K+ 6.06% |
$1.03M - $1.17M
|
32.5K
$24.9M
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.85K+ 3.58% |
$1.03M - $1.17M
|
53.6K
$41M
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.82K+ 0.33% |
$1.01M - $1.15M
|
553K
$423M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.79K+ 2.21% |
$994K - $1.13M
|
82.7K
$63.3M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 10.13% |
$976K - $1.11M
|
19.1K
$14.6M
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
BUY
|
- |
1.75K+ 36.46% |
$972K - $1.1M
|
6.55K
$5.01M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.73KNew |
$960K - $1.09M
|
1.73K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Advent International Corp
Boston, MA |
BUY
|
- |
1.68K+ 45.98% |
$931K - $1.06M
|
5.32K
$4.07M
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.67K+ 3.22% |
$928K - $1.05M
|
53.5K
$40.9M
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
1.66K+ 4.57% |
$923K - $1.05M
|
38K
$29M
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.64K+ 4.18% |
$910K - $1.03M
|
40.8K
$31.2M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.62KNew |
$898K - $1.02M
|
1.62K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
1.62K+ 146.15% |
$897K - $1.02M
|
2.72K
$2.08M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.56K+ 39.08% |
$868K - $985K
|
5.56K
$4.25M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.56K+ 2.45% |
$864K - $980K
|
65.1K
$49.8M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 17.26% |
$863K - $979K
|
10.6K
$8.07M
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 33.03% |
$860K - $975K
|
6.23K
$4.76M
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.53K+ 13.34% |
$851K - $966K
|
13K
$9.95M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 6.28% |
$848K - $962K
|
25.8K
$19.8M
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.5K+ 71.43% |
$833K - $945K
|
3.6K
$2.75M
|
|
May 13, 2025
Q1 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
1.47KNew |
$817K - $926K
|
1.47K
$1.12M
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.47K+ 6.56% |
$816K - $925K
|
23.9K
$18.2M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.46K+ 448.0% |
$809K - $918K
|
1.78K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.41K+ 88.1% |
$786K - $891K
|
3.02K
$2.31M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4KNew |
$776K - $880K
|
1.4K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.36K+ 19.15% |
$758K - $860K
|
8.49K
$6.49M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.35K+ 4.55% |
$750K - $850K
|
31K
$23.7M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.33K+ 471.89% |
$737K - $836K
|
1.61K
$1.23M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.32K+ 9.4% |
$733K - $832K
|
15.4K
$11.7M
|
|
May 15, 2025
Q1 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.3K+ 50.72% |
$722K - $819K
|
3.86K
$2.95M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.29K+ 84.33% |
$715K - $810K
|
2.81K
$2.15M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27K+ 6.68% |
$707K - $802K
|
20.3K
$15.6M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 33.53% |
$667K - $757K
|
4.78K
$3.66M
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.2K+ 7.26% |
$667K - $756K
|
17.7K
$13.6M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.18KNew |
$656K - $744K
|
1.18K
$903K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 38.77% |
$655K - $743K
|
4.22K
$3.23M
|
|
May 15, 2025
Q1 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
1.18K+ 4.83% |
$653K - $741K
|
25.5K
$19.5M
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.17K+ 3.43% |
$648K - $735K
|
35.2K
$26.9M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.16K+ 6.98% |
$645K - $731K
|
17.8K
$13.6M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 28.49% |
$636K - $721K
|
5.16K
$3.94M
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.12K+ 1.56% |
$624K - $708K
|
73.1K
$55.9M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.12K+ 5.22% |
$621K - $705K
|
22.5K
$17.2M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.11K+ 15.85% |
$618K - $701K
|
8.13K
$6.22M
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.11K+ 1.56% |
$616K - $699K
|
72.4K
$55.3M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.11K+ 59.7% |
$614K - $696K
|
2.96K
$2.26M
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
1.08K+ 8.12% |
$602K - $683K
|
14.4K
$11M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.08K+ 1.79% |
$600K - $680K
|
61.3K
$46.9M
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.08K+ 11.74% |
$598K - $679K
|
10.3K
$7.84M
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
1.05K+ 2.5% |
$582K - $660K
|
43K
$32.9M
|