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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 261.0% |
$580K - $658K
|
1.44K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.04K+ 4.83% |
$577K - $654K
|
22.5K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.03K+ 6.93% |
$572K - $649K
|
15.9K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01K+ 187.43% |
$563K - $639K
|
1.56K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.01K+ 168.28% |
$560K - $635K
|
1.61K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
991+ 2.9% |
$551K - $625K
|
35.2K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
965+ 9.43% |
$536K - $608K
|
11.2K
$8.56M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
962+ 16.19% |
$535K - $606K
|
6.91K
$5.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
957+ 11.31% |
$532K - $603K
|
9.42K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
954New |
$530K - $601K
|
954
$729K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
947+ 27.9% |
$526K - $597K
|
4.34K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
944+ 53.36% |
$525K - $595K
|
2.71K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
943New |
$524K - $594K
|
943
$721K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
939+ 38.47% |
$522K - $592K
|
3.38K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
937+ 15.8% |
$521K - $591K
|
6.87K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
935+ 0.57% |
$520K - $589K
|
164K
$126M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
912+ 6.18% |
$507K - $575K
|
15.7K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
900+ 10.0% |
$500K - $567K
|
9.9K
$7.57M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
888New |
$493K - $560K
|
888
$679K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
884+ 47.05% |
$491K - $557K
|
2.76K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
878+ 37.62% |
$488K - $553K
|
3.21K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
875+ 13.49% |
$486K - $551K
|
7.36K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
865+ 33.45% |
$481K - $545K
|
3.45K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
841+ 2.63% |
$467K - $530K
|
32.8K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
837+ 44.88% |
$465K - $528K
|
2.7K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
835+ 3.39% |
$464K - $526K
|
25.5K
$19.5M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
833+ 1.03% |
$463K - $525K
|
82.1K
$62.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
832New |
$462K - $524K
|
832
$636K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
821+ 24.8% |
$456K - $517K
|
4.13K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
817+ 19.74% |
$454K - $515K
|
4.96K
$3.79M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
812+ 149.82% |
$451K - $512K
|
1.35K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
806New |
$448K - $508K
|
806
$616K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
803New |
$446K - $506K
|
803
$614K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
787New |
$437K - $496K
|
787
$602K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
771New |
$428K - $486K
|
771
$590K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
768+ 5.72% |
$427K - $484K
|
14.2K
$10.9M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
768+ 27.44% |
$427K - $484K
|
3.57K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
754+ 20.48% |
$419K - $475K
|
4.44K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
743+ 2.4% |
$413K - $468K
|
31.7K
$24.2M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
730+ 1.05% |
$406K - $460K
|
70.4K
$53.8M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
729+ 211.3% |
$405K - $459K
|
1.07K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
724New |
$402K - $456K
|
724
$554K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
723+ 65.85% |
$402K - $456K
|
1.82K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
720+ 16.69% |
$400K - $454K
|
5.03K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
719+ 28.4% |
$399K - $453K
|
3.25K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
713New |
$396K - $449K
|
713
$545K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
712+ 9.83% |
$396K - $449K
|
7.96K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
710+ 4.69% |
$394K - $447K
|
15.8K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
708+ 9.23% |
$393K - $446K
|
8.38K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
703+ 0.7% |
$391K - $443K
|
101K
$77.1M
|