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 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
680New |
$378K - $429K
|
680
$520K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
658+ 86.58% |
$366K - $415K
|
1.42K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
654New |
$363K - $412K
|
654
$500K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
642+ 0.51% |
$357K - $405K
|
126K
$96.4M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
640+ 24.63% |
$356K - $403K
|
3.24K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
638+ 111.34% |
$354K - $402K
|
1.21K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
624+ 113.04% |
$347K - $393K
|
1.18K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
623+ 3.63% |
$346K - $393K
|
17.8K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
621+ 1.35% |
$345K - $391K
|
46.5K
$35.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
615+ 10.43% |
$342K - $388K
|
6.51K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
615+ 436.17% |
$342K - $388K
|
756
$578K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
608+ 7.53% |
$338K - $383K
|
8.69K
$6.64M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
607+ 20.67% |
$337K - $383K
|
3.54K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
602+ 5.03% |
$334K - $379K
|
12.6K
$9.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
593+ 1.25% |
$329K - $374K
|
48.2K
$36.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
588+ 84.97% |
$327K - $371K
|
1.28K
$979K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
587New |
$326K - $370K
|
587
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
584+ 8.15% |
$324K - $368K
|
7.75K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
583+ 16.59% |
$324K - $367K
|
4.1K
$3.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
582+ 1.95% |
$323K - $367K
|
30.4K
$23.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
582New |
$323K - $367K
|
582
$445K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
582+ 98.64% |
$323K - $367K
|
1.17K
$896K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
573+ 171.04% |
$318K - $361K
|
908
$694K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
572New |
$318K - $360K
|
572
$437K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
571+ 33.61% |
$317K - $360K
|
2.27K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
570+ 0.22% |
$317K - $359K
|
264K
$202M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
561+ 99.47% |
$312K - $354K
|
1.13K
$860K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
554+ 10.45% |
$308K - $349K
|
5.86K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
554New |
$308K - $349K
|
554
$424K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
537+ 26.28% |
$298K - $338K
|
2.58K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
526New |
$292K - $332K
|
526
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
525New |
$292K - $331K
|
525
$401K
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
524+ 15.0% |
$291K - $330K
|
4.02K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
523+ 54.31% |
$291K - $330K
|
1.49K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
522+ 3.31% |
$290K - $329K
|
16.3K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
517+ 12.98% |
$287K - $326K
|
4.5K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
505New |
$281K - $318K
|
505
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
500New |
$278K - $315K
|
500
$382K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
488New |
$271K - $308K
|
488
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
482+ 11.37% |
$268K - $304K
|
4.72K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
482+ 100.0% |
$268K - $304K
|
964
$737K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
472+ 13.0% |
$262K - $297K
|
4.1K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
471+ 25.25% |
$262K - $297K
|
2.34K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
470+ 4.8% |
$261K - $296K
|
10.3K
$7.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
469New |
$261K - $296K
|
469
$359K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
469+ 99.15% |
$261K - $296K
|
942
$720K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
467+ 109.88% |
$259K - $294K
|
892
$682K
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
464New |
$258K - $292K
|
464
$355K
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
464New |
$258K - $292K
|
464
$355K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
462+ 39.52% |
$257K - $291K
|
1.63K
$1.25M
|