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 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
460+ 5.72% |
$256K - $290K
|
8.5K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
460+ 40.28% |
$256K - $290K
|
1.6K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
459+ 110.6% |
$255K - $289K
|
874
$668K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
454+ 25.71% |
$252K - $286K
|
2.22K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
452+ 0.84% |
$251K - $285K
|
54.1K
$41.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
450+ 39.4% |
$250K - $284K
|
1.59K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
449+ 9.37% |
$249K - $283K
|
5.24K
$4.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
448+ 33.38% |
$249K - $282K
|
1.79K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
446New |
$248K - $281K
|
446
$341K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
434+ 12.27% |
$241K - $274K
|
3.97K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
433+ 1.4% |
$241K - $273K
|
31.4K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
431New |
$239K - $272K
|
431
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
430+ 17.12% |
$239K - $271K
|
2.94K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
430New |
$239K - $271K
|
430
$329K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
425+ 19.45% |
$236K - $268K
|
2.61K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
423New |
$235K - $267K
|
423
$323K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
421+ 11.78% |
$234K - $265K
|
4K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
417+ 36.77% |
$232K - $263K
|
1.55K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
417New |
$232K - $263K
|
417
$319K
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
415+ 33.2% |
$231K - $262K
|
1.67K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
415New |
$231K - $262K
|
415
$317K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
415New |
$231K - $262K
|
415
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
414New |
$230K - $261K
|
414
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
411+ 1.3% |
$228K - $259K
|
31.9K
$24.4M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
407+ 14.09% |
$226K - $257K
|
3.3K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
406New |
$226K - $256K
|
406
$310K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
402+ 105.51% |
$223K - $253K
|
783
$599K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
400+ 43.1% |
$222K - $252K
|
1.33K
$1.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
392New |
$218K - $247K
|
392
$300K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
390New |
$217K - $246K
|
390
$298K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
389+ 98.48% |
$216K - $245K
|
784
$599K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
388New |
$216K - $245K
|
388
$297K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
385New |
$214K - $243K
|
385
$294K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
383+ 80.46% |
$213K - $241K
|
859
$657K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
382New |
$212K - $241K
|
382
$292K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
381New |
$212K - $240K
|
381
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
380New |
$211K - $239K
|
380
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
380New |
$211K - $239K
|
380
$291K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
380+ 11.96% |
$211K - $239K
|
3.56K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
376New |
$209K - $237K
|
376
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
375+ 4.07% |
$208K - $236K
|
9.59K
$7.34M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
370+ 0.13% |
$206K - $233K
|
275K
$210M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
370New |
$206K - $233K
|
370
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
369+ 20.09% |
$205K - $233K
|
2.21K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
367New |
$204K - $231K
|
367
$281K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
365+ 2.36% |
$203K - $230K
|
15.8K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
364+ 5.27% |
$202K - $229K
|
7.28K
$5.56M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
359+ 19.73% |
$199K - $226K
|
2.18K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
356+ 0.71% |
$198K - $224K
|
50.4K
$38.5M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
355New |
$197K - $224K
|
355
$271K
|