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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$603 - $670
|
1
$587
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.18% |
$603 - $670
|
561
$330K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2- 0.25% |
$1.21K - $1.34K
|
809
$475K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.88% |
$1.21K - $1.34K
|
225
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 1.23% |
$1.21K - $1.34K
|
161
$94.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.48% |
$1.21K - $1.34K
|
417
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 15.38% |
$1.21K - $1.34K
|
11
$6.46K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.43% |
$1.21K - $1.34K
|
461
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2- 0.37% |
$1.21K - $1.34K
|
536
$315K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2- 0.09% |
$1.21K - $1.34K
|
2.34K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.87% |
$1.21K - $1.34K
|
228
$134K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-2- 0.01% |
$1.21K - $1.34K
|
32K
$18.8M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 7.41% |
$1.21K - $1.34K
|
25
$14.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.22% |
$1.81K - $2.01K
|
1.34K
$784K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3- 6.0% |
$1.81K - $2.01K
|
47
$27.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3- 0.51% |
$1.81K - $2.01K
|
589
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 50.0% |
$1.81K - $2.01K
|
3
$1.76K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3- 4.41% |
$1.81K - $2.01K
|
65
$38.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 16.67% |
$1.81K - $2.01K
|
15
$8.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 4.41% |
$1.81K - $2.01K
|
65
$38.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-3- 0.35% |
$1.81K - $2.01K
|
865
$508K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-4- 0.43% |
$2.41K - $2.68K
|
926
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4- 0.55% |
$2.41K - $2.68K
|
718
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4- 0.58% |
$2.41K - $2.68K
|
690
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4- 0.41% |
$2.41K - $2.68K
|
965
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.12% |
$2.41K - $2.68K
|
3.42K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.95% |
$3.01K - $3.35K
|
252
$148K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.62% |
$3.01K - $3.35K
|
802
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-5- 1.28% |
$3.01K - $3.35K
|
387
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-6- 0.34% |
$3.62K - $4.02K
|
1.77K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-6- 0.75% |
$3.62K - $4.02K
|
791
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 0.86% |
$3.62K - $4.02K
|
695
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7- 2.03% |
$4.22K - $4.69K
|
338
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7- 2.06% |
$4.22K - $4.69K
|
332
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7- 1.85% |
$4.22K - $4.69K
|
371
$218K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-8- 0.39% |
$4.82K - $5.36K
|
2.03K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 7.27% |
$4.82K - $5.36K
|
102
$59.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8- 1.07% |
$4.82K - $5.36K
|
742
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-8- 1.4% |
$4.82K - $5.36K
|
565
$332K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8- 1.32% |
$4.82K - $5.36K
|
596
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-9- 0.42% |
$5.43K - $6.03K
|
2.11K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9- 2.26% |
$5.43K - $6.03K
|
389
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9- 0.04% |
$5.43K - $6.03K
|
25.4K
$14.9M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-9- 0.79% |
$5.43K - $6.03K
|
1.14K
$668K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-10- 25.0% |
$6.03K - $6.7K
|
30
$17.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-10- 2.6% |
$6.03K - $6.7K
|
374
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 0.65% |
$6.03K - $6.7K
|
1.52K
$892K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-10- 1.03% |
$6.03K - $6.7K
|
957
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 2.37% |
$6.03K - $6.7K
|
412
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-10- 0.91% |
$6.03K - $6.7K
|
1.09K
$640K
|