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 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
66+ 20.06% |
$39.7K - $46.6K
|
395
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
66New |
$39.7K - $46.6K
|
66
$38.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 10.05% |
$39.7K - $46.6K
|
723
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
65+ 6.28% |
$39.1K - $45.9K
|
1.1K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 6500.0% |
$39.1K - $45.9K
|
66
$38.5K
|
|
|
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
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
65+ 0.16% |
$39.1K - $45.9K
|
41.6K
$24.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
65+ 4.8% |
$39.1K - $45.9K
|
1.42K
$829K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
64+ 12.57% |
$38.5K - $45.2K
|
573
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 9.32% |
$38.5K - $45.2K
|
751
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
64+ 9.04% |
$38.5K - $45.2K
|
772
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
64+ 8.18% |
$38.5K - $45.2K
|
846
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
63+ 0.65% |
$37.9K - $44.5K
|
9.75K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
63+ 3.36% |
$37.9K - $44.5K
|
1.94K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
62+ 8.73% |
$37.3K - $43.8K
|
772
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 1.8% |
$37.3K - $43.8K
|
3.51K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 9.41% |
$36.7K - $43.1K
|
709
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
60+ 11.3% |
$36.1K - $42.4K
|
591
$345K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
59+ 1.96% |
$35.5K - $41.7K
|
3.08K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
59+ 1.79% |
$35.5K - $41.7K
|
3.36K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
59+ 0.72% |
$35.5K - $41.7K
|
8.23K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
59New |
$35.5K - $41.7K
|
59
$34.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
59+ 1.79% |
$35.5K - $41.7K
|
3.36K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 5.39% |
$34.9K - $41K
|
1.13K
$662K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
58+ 4.12% |
$34.9K - $41K
|
1.47K
$855K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
58+ 15.85% |
$34.9K - $41K
|
424
$247K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
57+ 12.61% |
$34.3K - $40.3K
|
509
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56+ 8.7% |
$33.7K - $39.6K
|
700
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
56+ 2.59% |
$33.7K - $39.6K
|
2.22K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$32.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$32.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 22.92% |
$33.1K - $38.8K
|
295
$172K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
55+ 0.11% |
$33.1K - $38.8K
|
49.7K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
55+ 2.83% |
$33.1K - $38.8K
|
2K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
55+ 6.68% |
$33.1K - $38.8K
|
878
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
55+ 13.32% |
$33.1K - $38.8K
|
468
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
54+ 3.16% |
$32.5K - $38.1K
|
1.76K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
54+ 6.85% |
$32.5K - $38.1K
|
842
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
54+ 0.72% |
$32.5K - $38.1K
|
7.54K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
53+ 5.71% |
$31.9K - $37.4K
|
982
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53+ 0.49% |
$31.9K - $37.4K
|
10.9K
$6.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
52+ 13.3% |
$31.3K - $36.7K
|
443
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 3.76% |
$30.7K - $36K
|
1.41K
$822K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51+ 4.39% |
$30.7K - $36K
|
1.21K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 9.27% |
$30.7K - $36K
|
601
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51+ 9.09% |
$30.7K - $36K
|
612
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
50+ 14.66% |
$30.1K - $35.3K
|
391
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 1.74% |
$30.1K - $35.3K
|
2.93K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
50+ 12.72% |
$30.1K - $35.3K
|
443
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
50+ 10.0% |
$30.1K - $35.3K
|
550
$321K
|