Purchases and Sales Made in Q4 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
58+ 4.12% |
$34.9K - $41K
|
1.47K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
58+ 15.85% |
$34.9K - $41K
|
424
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
57+ 12.61% |
$34.3K - $40.3K
|
509
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56+ 8.7% |
$33.7K - $39.6K
|
700
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
56+ 2.59% |
$33.7K - $39.6K
|
2.22K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$32.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 22.92% |
$33.1K - $38.8K
|
295
$173K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
55+ 0.11% |
$33.1K - $38.8K
|
49.7K
$29.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
55+ 2.83% |
$33.1K - $38.8K
|
2K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
55+ 6.68% |
$33.1K - $38.8K
|
878
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
54+ 3.16% |
$32.5K - $38.1K
|
1.76K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
53+ 5.71% |
$31.9K - $37.4K
|
982
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53+ 0.49% |
$31.9K - $37.4K
|
10.9K
$6.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
52+ 13.3% |
$31.3K - $36.7K
|
443
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 3.76% |
$30.7K - $36K
|
1.41K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51+ 4.39% |
$30.7K - $36K
|
1.21K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 9.27% |
$30.7K - $36K
|
601
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
50+ 14.66% |
$30.1K - $35.3K
|
391
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 1.74% |
$30.1K - $35.3K
|
2.93K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
50+ 12.72% |
$30.1K - $35.3K
|
443
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.67% |
$28.9K - $33.9K
|
1.85K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
48+ 80.0% |
$28.9K - $33.9K
|
108
$63.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
47+ 0.65% |
$28.3K - $33.2K
|
7.23K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
46New |
$27.7K - $32.5K
|
46
$27K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
45+ 2.1% |
$27.1K - $31.8K
|
2.19K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
45+ 1.87% |
$27.1K - $31.8K
|
2.46K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45+ 5.26% |
$27.1K - $31.8K
|
900
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
45+ 12.64% |
$27.1K - $31.8K
|
401
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
45New |
$27.1K - $31.8K
|
45
$26.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
45New |
$27.1K - $31.8K
|
45
$26.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44+ 7.76% |
$26.5K - $31.1K
|
611
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
44New |
$26.5K - $31.1K
|
44
$25.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
43+ 4.61% |
$25.9K - $30.4K
|
976
$572K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
42+ 15.67% |
$25.3K - $29.7K
|
310
$182K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42+ 3.6% |
$25.3K - $29.7K
|
1.21K
$708K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 7.72% |
$24.7K - $29K
|
572
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
40New |
$24.1K - $28.3K
|
40
$23.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
40+ 9.32% |
$24.1K - $28.3K
|
469
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.45% |
$24.1K - $28.3K
|
8.9K
$5.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40+ 2.64% |
$24.1K - $28.3K
|
1.56K
$913K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
39+ 2.73% |
$23.5K - $27.5K
|
1.47K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39+ 7.46% |
$23.5K - $27.5K
|
562
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.14% |
$23.5K - $27.5K
|
3.46K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
39+ 31.2% |
$23.5K - $27.5K
|
164
$96.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
37+ 0.48% |
$22.3K - $26.1K
|
7.8K
$4.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
36+ 4.4% |
$21.7K - $25.4K
|
854
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
36+ 8.63% |
$21.7K - $25.4K
|
453
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
36+ 1.9% |
$21.7K - $25.4K
|
1.93K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35+ 8.43% |
$21.1K - $24.7K
|
450
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 0.89% |
$21.1K - $24.7K
|
3.96K
$2.32M
|