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 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-55- 0.56% |
$33.1K - $38.8K
|
9.79K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-55- 2.06% |
$33.1K - $38.8K
|
2.62K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-56- 7.76% |
$33.7K - $39.6K
|
666
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-56- 7.24% |
$33.7K - $39.6K
|
717
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-57- 0.65% |
$34.3K - $40.3K
|
8.68K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-57- 11.05% |
$34.3K - $40.3K
|
459
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-59- 2.98% |
$35.5K - $41.7K
|
1.92K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59- 3.98% |
$35.5K - $41.7K
|
1.42K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-60- 1.63% |
$36.1K - $42.4K
|
3.61K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-60- 0.87% |
$36.1K - $42.4K
|
6.82K
$4M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-61- 2.89% |
$36.7K - $43.1K
|
2.05K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-62- 4.19% |
$37.3K - $43.8K
|
1.42K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-63- 12.48% |
$37.9K - $44.5K
|
442
$259K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-65- 5.91% |
$39.1K - $45.9K
|
1.04K
$606K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-65- 10.08% |
$39.1K - $45.9K
|
580
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-65- 12.5% |
$39.1K - $45.9K
|
455
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-67- 3.36% |
$40.3K - $47.3K
|
1.93K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-67- 0.28% |
$40.3K - $47.3K
|
24.3K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-67- 4.32% |
$40.3K - $47.3K
|
1.48K
$869K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-69- 13.02% |
$41.5K - $48.7K
|
461
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-69- 6.6% |
$41.5K - $48.7K
|
977
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-70- 8.96% |
$42.1K - $49.4K
|
711
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-70- 2.87% |
$42.1K - $49.4K
|
2.37K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-71- 1.63% |
$42.7K - $50.1K
|
4.27K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-73- 11.44% |
$43.9K - $51.6K
|
565
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-73- 0.4% |
$43.9K - $51.6K
|
18.1K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-75- 2.44% |
$45.2K - $53K
|
3K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-75- 2.31% |
$45.2K - $53K
|
3.18K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 5.84% |
$47K - $55.1K
|
1.26K
$736K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-78- 5.87% |
$47K - $55.1K
|
1.25K
$732K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-79- 0.37% |
$47.6K - $55.8K
|
21.5K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-83- 10.49% |
$50K - $58.6K
|
708
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-86- 7.2% |
$51.8K - $60.7K
|
1.11K
$649K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-86- 7.65% |
$51.8K - $60.7K
|
1.04K
$608K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-87- 1.15% |
$52.4K - $61.4K
|
7.47K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-88- 4.36% |
$53K - $62.2K
|
1.93K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-88- 0.12% |
$53K - $62.2K
|
75.7K
$44.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 3.48% |
$53K - $62.2K
|
2.44K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-90- 0.96% |
$54.2K - $63.6K
|
9.25K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-90- 8.47% |
$54.2K - $63.6K
|
973
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-91- 7.46% |
$54.8K - $64.3K
|
1.13K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-91- 7.17% |
$54.8K - $64.3K
|
1.18K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-92- 30.67% |
$55.4K - $65K
|
208
$122K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-94- 16.52% |
$56.6K - $66.4K
|
475
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-94- 2.15% |
$56.6K - $66.4K
|
4.27K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-94- 0.4% |
$56.6K - $66.4K
|
23.3K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-96- 4.06% |
$57.8K - $67.8K
|
2.27K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-96- 22.7% |
$57.8K - $67.8K
|
327
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-97- 15.11% |
$58.4K - $68.5K
|
545
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-100- 22.94% |
$60.2K - $70.6K
|
336
$197K
|