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 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
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
34+ 9.55% |
$20.5K - $24K
|
390
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
34+ 0.77% |
$20.5K - $24K
|
4.48K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
33+ 7.16% |
$19.9K - $23.3K
|
494
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
33New |
$19.9K - $23.3K
|
33
$19.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
32+ 3.16% |
$19.3K - $22.6K
|
1.04K
$612K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 9.67% |
$19.3K - $22.6K
|
363
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 1.2% |
$18.7K - $21.9K
|
2.62K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
31New |
$18.7K - $21.9K
|
31
$18.2K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
30+ 4.23% |
$18.1K - $21.2K
|
739
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$17.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
30+ 107.14% |
$18.1K - $21.2K
|
58
$34K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
30+ 3.3% |
$18.1K - $21.2K
|
938
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$17.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 7.67% |
$16.9K - $19.8K
|
393
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
28+ 12.79% |
$16.9K - $19.8K
|
247
$145K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
28+ 1.62% |
$16.9K - $19.8K
|
1.76K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28+ 2.12% |
$16.9K - $19.8K
|
1.35K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 2.01% |
$16.9K - $19.8K
|
1.42K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 6.31% |
$16.3K - $19.1K
|
455
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27+ 1.82% |
$16.3K - $19.1K
|
1.51K
$884K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
26+ 0.21% |
$15.7K - $18.4K
|
12.5K
$7.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$15.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 1.18% |
$15.7K - $18.4K
|
2.23K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 5.99% |
$15.7K - $18.4K
|
460
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$15.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 1.55% |
$15.7K - $18.4K
|
1.71K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
25+ 0.12% |
$15.1K - $17.7K
|
21K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.87% |
$15.1K - $17.7K
|
451
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 7.02% |
$14.4K - $17K
|
366
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24+ 0.59% |
$14.4K - $17K
|
4.08K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
24+ 3.79% |
$14.4K - $17K
|
657
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 4.69% |
$13.8K - $16.2K
|
513
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
23+ 6.97% |
$13.8K - $16.2K
|
353
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23New |
$13.8K - $16.2K
|
23
$13.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
22+ 3.53% |
$13.2K - $15.5K
|
646
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
22+ 1.29% |
$13.2K - $15.5K
|
1.73K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
22+ 14.38% |
$13.2K - $15.5K
|
175
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$13.2K - $15.5K
|
22
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.1% |
$13.2K - $15.5K
|
2.02K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
22+ 6.73% |
$13.2K - $15.5K
|
349
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
21+ 3.37% |
$12.6K - $14.8K
|
645
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.73% |
$12K - $14.1K
|
2.76K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
20+ 3.94% |
$12K - $14.1K
|
528
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 2.4% |
$12K - $14.1K
|
855
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 0.74% |
$12K - $14.1K
|
2.72K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20New |
$12K - $14.1K
|
20
$11.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 6.13% |
$12K - $14.1K
|
346
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
20+ 0.1% |
$12K - $14.1K
|
19.4K
$11.4M
|