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
|
Independence Bank Of Kentucky
|
BUY
|
- |
22+ 14.38% |
$13.2K - $15.5K
|
175
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$13.2K - $15.5K
|
22
$16.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.1% |
$13.2K - $15.5K
|
2.02K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
22+ 6.73% |
$13.2K - $15.5K
|
349
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
21+ 3.37% |
$12.6K - $14.8K
|
645
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.73% |
$12K - $14.1K
|
2.76K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
20+ 3.94% |
$12K - $14.1K
|
528
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 2.4% |
$12K - $14.1K
|
855
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 0.74% |
$12K - $14.1K
|
2.72K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20New |
$12K - $14.1K
|
20
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 6.13% |
$12K - $14.1K
|
346
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
20+ 0.1% |
$12K - $14.1K
|
19.4K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
20+ 5.97% |
$12K - $14.1K
|
355
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
20+ 12.74% |
$12K - $14.1K
|
177
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
20+ 4.12% |
$12K - $14.1K
|
506
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
20+ 1.06% |
$12K - $14.1K
|
1.9K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
19+ 0.94% |
$11.4K - $13.4K
|
2.04K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
19+ 475.0% |
$11.4K - $13.4K
|
23
$17.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
19+ 2.18% |
$11.4K - $13.4K
|
889
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 1.62% |
$11.4K - $13.4K
|
1.19K
$908K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
18+ 27.69% |
$10.8K - $12.7K
|
83
$63.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.43% |
$10.8K - $12.7K
|
760
$579K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18+ 72.0% |
$10.8K - $12.7K
|
43
$32.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18+ 3.67% |
$10.8K - $12.7K
|
508
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18+ 18.0% |
$10.8K - $12.7K
|
118
$89.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18+ 18.0% |
$10.8K - $12.7K
|
118
$89.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
17+ 0.05% |
$10.2K - $12K
|
31.7K
$24.1M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 4.34% |
$10.2K - $12K
|
409
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
17+ 2.79% |
$10.2K - $12K
|
627
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17+ 4.83% |
$10.2K - $12K
|
369
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16+ 1.77% |
$9.63K - $11.3K
|
918
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
16+ 1.27% |
$9.63K - $11.3K
|
1.28K
$972K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16+ 4.34% |
$9.63K - $11.3K
|
385
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16+ 2.08% |
$9.63K - $11.3K
|
785
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16+ 4.88% |
$9.63K - $11.3K
|
344
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16New |
$9.63K - $11.3K
|
16
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 145.45% |
$9.63K - $11.3K
|
27
$20.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 2.76% |
$9.03K - $10.6K
|
558
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.97% |
$9.03K - $10.6K
|
1.57K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15+ 5.36% |
$9.03K - $10.6K
|
295
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
15+ 2.65% |
$9.03K - $10.6K
|
580
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 2.03% |
$9.03K - $10.6K
|
753
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 24.59% |
$9.03K - $10.6K
|
76
$57.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$11.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14+ 1.23% |
$8.43K - $9.89K
|
1.15K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 4.9% |
$8.43K - $9.89K
|
300
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14+ 3.77% |
$8.43K - $9.89K
|
385
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 2.07% |
$8.43K - $9.89K
|
690
$526K
|