Purchases and Sales Made in Q3 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.13% |
$1.21K - $1.34K
|
96
$56.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.11% |
$1.21K - $1.34K
|
1.83K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$1.21K - $1.34K
|
889
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$1.21K - $1.34K
|
2
$1.17K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2+ 0.25% |
$1.21K - $1.34K
|
797
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2+ 0.27% |
$1.21K - $1.34K
|
735
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2+ 0.21% |
$1.21K - $1.34K
|
956
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$1.21K - $1.34K
|
5.25K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.49% |
$1.21K - $1.34K
|
414
$243K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2+ 0.51% |
$1.21K - $1.34K
|
395
$232K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.32% |
$1.21K - $1.34K
|
633
$372K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1+ 0.13% |
$603 - $670
|
770
$452K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
1+ 0.23% |
$603 - $670
|
428
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 14.29% |
$603 - $670
|
8
$4.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.06% |
$603 - $670
|
1.71K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.2% |
$603 - $670
|
506
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$603 - $670
|
1
$587
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.28% |
$603 - $670
|
364
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$603 - $670
|
638
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.29% |
$603 - $670
|
342
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$603 - $670
|
610
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.02% |
$603 - $670
|
99
$58.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.75% |
$603 - $670
|
135
$79.3K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1+ 0.14% |
$603 - $670
|
709
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.22% |
$603 - $670
|
452
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.25% |
$603 - $670
|
403
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.09% |
$603 - $670
|
1.08K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.07% |
$603 - $670
|
1.45K
$852K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.09% |
$603 - $670
|
1.15K
$675K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.58% |
$603 - $670
|
172
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.16% |
$603 - $670
|
610
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.12% |
$603 - $670
|
802
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.08% |
$603 - $670
|
1.21K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.25% |
$603 - $670
|
403
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1+ 0.26% |
$603 - $670
|
390
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1- 0.2% |
$603 - $670
|
509
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1- 0.29% |
$603 - $670
|
344
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.17% |
$603 - $670
|
45
$26.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- -0.0% |
$603 - $670
|
48.8K
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-1- 0.16% |
$603 - $670
|
616
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.53% |
$603 - $670
|
189
$111K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1- 0.6% |
$603 - $670
|
167
$98.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-1- 0.06% |
$603 - $670
|
1.71K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$603 - $670
|
7
$4.11K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1- 0.08% |
$603 - $670
|
1.28K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1- 0.31% |
$603 - $670
|
319
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1- 0.16% |
$603 - $670
|
612
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1- 0.06% |
$603 - $670
|
1.57K
$922K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.13% |
$603 - $670
|
794
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.44% |
$603 - $670
|
225
$132K
|