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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
428+ 2.53% |
$258K - $302K
|
17.3K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
426+ 6.14% |
$256K - $301K
|
7.36K
$5.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
425New |
$256K - $300K
|
425
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
421+ 0.39% |
$253K - $297K
|
108K
$82.9M
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
419+ 1.02% |
$252K - $296K
|
41.6K
$31.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
417New |
$251K - $295K
|
417
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
414+ 0.58% |
$249K - $292K
|
72K
$55.3M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
414New |
$249K - $292K
|
414
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
413+ 0.3% |
$249K - $292K
|
140K
$107M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
407New |
$245K - $287K
|
407
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
406New |
$244K - $287K
|
406
$312K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
404+ 244.85% |
$243K - $285K
|
569
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
402New |
$242K - $284K
|
402
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
401+ 13.4% |
$241K - $283K
|
3.39K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
400New |
$241K - $283K
|
400
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
400New |
$241K - $283K
|
400
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
398New |
$240K - $281K
|
398
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
395New |
$238K - $279K
|
395
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
394+ 72.96% |
$237K - $278K
|
934
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
394+ 3.5% |
$237K - $278K
|
11.7K
$8.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
393New |
$237K - $278K
|
393
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
392+ 227.91% |
$236K - $277K
|
564
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
391New |
$235K - $276K
|
391
$300K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
385New |
$232K - $272K
|
385
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
384+ 24.9% |
$231K - $271K
|
1.93K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
381+ 4.33% |
$229K - $269K
|
9.17K
$7.05M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
381New |
$229K - $269K
|
381
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
380+ 22.85% |
$229K - $268K
|
2.04K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
377New |
$227K - $266K
|
377
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
377New |
$227K - $266K
|
377
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
371+ 9.3% |
$223K - $262K
|
4.36K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
370New |
$223K - $261K
|
370
$284K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
367+ 19.67% |
$221K - $259K
|
2.23K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
366New |
$220K - $258K
|
366
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
366+ 2.52% |
$220K - $258K
|
14.9K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
362New |
$218K - $256K
|
362
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
359+ 2.76% |
$216K - $254K
|
13.3K
$10.3M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
359New |
$216K - $254K
|
359
$276K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
355New |
$214K - $251K
|
355
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
354+ 3.71% |
$213K - $250K
|
9.88K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
352+ 4.56% |
$212K - $249K
|
8.08K
$6.21M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
351+ 10.86% |
$211K - $248K
|
3.58K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
348New |
$209K - $246K
|
348
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
348New |
$209K - $246K
|
348
$267K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
347+ 4.75% |
$209K - $245K
|
7.65K
$5.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347+ 5.04% |
$209K - $245K
|
7.24K
$5.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
345+ 4.42% |
$208K - $244K
|
8.15K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
345New |
$208K - $244K
|
345
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
345+ 0.78% |
$208K - $244K
|
44.5K
$34.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
345+ 38.12% |
$208K - $244K
|
1.25K
$960K
|