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 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
99+ 1.76% |
$59.6K - $69.9K
|
5.72K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
98New |
$59K - $69.2K
|
98
$58.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
97New |
$58.4K - $68.5K
|
97
$58.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
97+ 23.04% |
$58.4K - $68.5K
|
518
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
96+ 2.29% |
$57.8K - $67.8K
|
4.28K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
94+ 7.92% |
$56.6K - $66.4K
|
1.28K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
93New |
$56K - $65.7K
|
93
$55.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
93+ 2.63% |
$56K - $65.7K
|
3.63K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
93+ 1.01% |
$56K - $65.7K
|
9.3K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
91+ 10.44% |
$54.8K - $64.3K
|
963
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91+ 0.42% |
$54.8K - $64.3K
|
21.9K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
91+ 5.87% |
$54.8K - $64.3K
|
1.64K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
90+ 8.93% |
$54.2K - $63.6K
|
1.1K
$659K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
89+ 10.36% |
$53.6K - $62.9K
|
948
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
89+ 0.09% |
$53.6K - $62.9K
|
96.2K
$57.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
89+ 5.64% |
$53.6K - $62.9K
|
1.67K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
87+ 25.66% |
$52.4K - $61.4K
|
426
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
87+ 11.23% |
$52.4K - $61.4K
|
862
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
87+ 0.28% |
$52.4K - $61.4K
|
31K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
87+ 7.22% |
$52.4K - $61.4K
|
1.29K
$776K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 61.15% |
$51.2K - $60K
|
224
$134K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 3.57% |
$50.6K - $59.3K
|
2.44K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
82+ 1.52% |
$49.4K - $57.9K
|
5.48K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
82+ 4.6% |
$49.4K - $57.9K
|
1.86K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
80+ 3.36% |
$48.2K - $56.5K
|
2.46K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
79+ 1.36% |
$47.6K - $55.8K
|
5.87K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
78+ 2.16% |
$47K - $55.1K
|
3.68K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
78+ 2.45% |
$47K - $55.1K
|
3.26K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
76+ 2.32% |
$45.8K - $53.7K
|
3.35K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
76+ 17.47% |
$45.8K - $53.7K
|
511
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
75+ 9.4% |
$45.2K - $53K
|
873
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
75+ 14.82% |
$45.2K - $53K
|
581
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
74+ 1.56% |
$44.5K - $52.3K
|
4.81K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
73+ 3.49% |
$43.9K - $51.6K
|
2.16K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
73+ 3.77% |
$43.9K - $51.6K
|
2.01K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
73+ 20.11% |
$43.9K - $51.6K
|
436
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
73+ 2.49% |
$43.9K - $51.6K
|
3K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
72+ 0.79% |
$43.3K - $50.9K
|
9.22K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
72New |
$43.3K - $50.9K
|
72
$43.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71+ 2.64% |
$42.7K - $50.1K
|
2.77K
$1.66M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
71+ 0.22% |
$42.7K - $50.1K
|
32.1K
$19.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
68+ 3.36% |
$40.9K - $48K
|
2.09K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68+ 0.63% |
$40.9K - $48K
|
10.9K
$6.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
67+ 3.55% |
$40.3K - $47.3K
|
1.95K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
66+ 20.06% |
$39.7K - $46.6K
|
395
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
66New |
$39.7K - $46.6K
|
66
$39.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 10.05% |
$39.7K - $46.6K
|
723
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
65+ 6.28% |
$39.1K - $45.9K
|
1.1K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 6500.0% |
$39.1K - $45.9K
|
66
$39.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65+ 2.87% |
$39.1K - $45.9K
|
2.33K
$1.4M
|