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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
344New |
$207K - $243K
|
344
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
341New |
$205K - $241K
|
341
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
340+ 234.48% |
$205K - $240K
|
485
$373K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
337New |
$203K - $238K
|
337
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
336+ 5.31% |
$202K - $237K
|
6.67K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
335New |
$202K - $237K
|
335
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
335New |
$202K - $237K
|
335
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
334+ 6.07% |
$201K - $236K
|
5.84K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
334New |
$201K - $236K
|
334
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
331New |
$199K - $234K
|
331
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
331+ 29.58% |
$199K - $234K
|
1.45K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
329New |
$198K - $232K
|
329
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
329+ 37.09% |
$198K - $232K
|
1.22K
$934K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
329+ 13.13% |
$198K - $232K
|
2.83K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
327+ 33.78% |
$197K - $231K
|
1.3K
$995K
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
326+ 6.22% |
$196K - $230K
|
5.57K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
325New |
$196K - $230K
|
325
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
325New |
$196K - $230K
|
325
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
BUY
|
- |
325+ 0.53% |
$196K - $230K
|
62K
$47.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
325+ 64.48% |
$196K - $230K
|
829
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
323New |
$194K - $228K
|
323
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
323New |
$194K - $228K
|
323
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
323New |
$194K - $228K
|
323
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
323New |
$194K - $228K
|
323
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
322+ 8.72% |
$194K - $227K
|
4.02K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
321New |
$193K - $227K
|
321
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
319New |
$192K - $225K
|
319
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
311+ 7.92% |
$187K - $220K
|
4.24K
$3.26M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
311+ 12.5% |
$187K - $220K
|
2.8K
$2.15M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
310+ 0.45% |
$187K - $219K
|
69.7K
$53.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
307+ 10.55% |
$185K - $217K
|
3.22K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
306+ 2.29% |
$184K - $216K
|
13.7K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
302+ 108.24% |
$182K - $213K
|
581
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
299+ 4.78% |
$180K - $211K
|
6.55K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
294+ 38.38% |
$177K - $208K
|
1.06K
$814K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
293+ 1.0% |
$176K - $207K
|
29.6K
$22.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
291+ 0.97% |
$175K - $206K
|
30.3K
$23.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
286New |
$172K - $202K
|
286
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
281+ 29.45% |
$169K - $198K
|
1.24K
$949K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
278+ 5.17% |
$167K - $196K
|
5.65K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
272+ 43.04% |
$164K - $192K
|
904
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
272New |
$164K - $192K
|
272
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
267+ 11.51% |
$161K - $189K
|
2.59K
$1.99M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
265New |
$160K - $187K
|
265
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
264+ 65.67% |
$159K - $186K
|
666
$512K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
263+ 2.25% |
$158K - $186K
|
12K
$9.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
263+ 0.23% |
$158K - $186K
|
112K
$86.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
261+ 6.99% |
$157K - $184K
|
3.99K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
261+ 4.97% |
$157K - $184K
|
5.51K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
260+ 33.46% |
$157K - $184K
|
1.04K
$796K
|