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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
257+ 11.3% |
$155K - $182K
|
2.53K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
256+ 5.44% |
$154K - $181K
|
4.96K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
255+ 0.86% |
$154K - $180K
|
29.8K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
252+ 5.03% |
$152K - $178K
|
5.26K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
252+ 14.2% |
$152K - $178K
|
2.03K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
251+ 1.01% |
$151K - $177K
|
25K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
250+ 55.56% |
$151K - $177K
|
700
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
248+ 14.22% |
$149K - $175K
|
1.99K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
248+ 1.41% |
$149K - $175K
|
17.9K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
245+ 25.23% |
$147K - $173K
|
1.22K
$934K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
244+ 11.25% |
$147K - $172K
|
2.41K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
244+ 3.69% |
$147K - $172K
|
6.86K
$5.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
243+ 41.54% |
$146K - $172K
|
828
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
239+ 5.96% |
$144K - $169K
|
4.25K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
234+ 25.6% |
$141K - $165K
|
1.15K
$882K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
230+ 3.12% |
$138K - $162K
|
7.61K
$5.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
229+ 0.63% |
$138K - $162K
|
36.4K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
228New |
$137K - $161K
|
228
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
227+ 4.41% |
$137K - $160K
|
5.37K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
222+ 14.86% |
$134K - $157K
|
1.72K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
222+ 1.9% |
$134K - $157K
|
11.9K
$9.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
220+ 0.55% |
$132K - $155K
|
40.5K
$31.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
219+ 3.5% |
$132K - $155K
|
6.49K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
217+ 23.46% |
$131K - $153K
|
1.14K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
216+ 7.61% |
$130K - $153K
|
3.06K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
216+ 4.48% |
$130K - $153K
|
5.03K
$3.87M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
210+ 5.47% |
$126K - $148K
|
4.05K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
210+ 5.31% |
$126K - $148K
|
4.16K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
208+ 1.36% |
$125K - $147K
|
15.6K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
205New |
$123K - $145K
|
205
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
204New |
$123K - $144K
|
204
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
204+ 5.18% |
$123K - $144K
|
4.14K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
202+ 12.15% |
$122K - $143K
|
1.87K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
202+ 3.23% |
$122K - $143K
|
6.46K
$4.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
200+ 2.47% |
$120K - $141K
|
8.3K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
199+ 4.93% |
$120K - $141K
|
4.24K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
196+ 9.32% |
$118K - $138K
|
2.3K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
195+ 2.49% |
$117K - $138K
|
8.04K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
193+ 7.44% |
$116K - $136K
|
2.79K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
191+ 140.44% |
$115K - $135K
|
327
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
189New |
$114K - $133K
|
189
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
189+ 0.23% |
$114K - $133K
|
80.9K
$62.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
189+ 0.44% |
$114K - $133K
|
43K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
189+ 2.36% |
$114K - $133K
|
8.18K
$6.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
185+ 1.98% |
$111K - $131K
|
9.54K
$7.33M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
184+ 1.92% |
$111K - $130K
|
9.79K
$7.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
184+ 6.39% |
$111K - $130K
|
3.06K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
181+ 11.04% |
$109K - $128K
|
1.82K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
181+ 12.86% |
$109K - $128K
|
1.59K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180+ 5.61% |
$108K - $127K
|
3.39K
$2.6M
|