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 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.5K+ 81.91% |
$902K - $1.06M
|
3.33K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.48KNew |
$893K - $1.05M
|
1.48K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.48K+ 2.03% |
$891K - $1.05M
|
74.3K
$44.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.47K+ 26.37% |
$882K - $1.03M
|
7.02K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.4K+ 200.0% |
$843K - $989K
|
2.1K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.4K+ 53.87% |
$843K - $989K
|
4K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.39K+ 30.59% |
$838K - $983K
|
5.94K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 61.31% |
$813K - $953K
|
3.55K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.33K+ 138.94% |
$801K - $940K
|
2.29K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.28KNew |
$770K - $903K
|
1.28K
$769K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.23K+ 13.02% |
$742K - $871K
|
10.7K
$6.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.18KNew |
$712K - $835K
|
1.18K
$712K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.15KNew |
$690K - $809K
|
1.15K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.13K+ 77.41% |
$681K - $799K
|
2.59K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.04K+ 2.95% |
$627K - $735K
|
36.3K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
988New |
$595K - $698K
|
988
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
925New |
$557K - $653K
|
925
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
810New |
$488K - $572K
|
810
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
810+ 36.92% |
$488K - $572K
|
3K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
804+ 14.79% |
$484K - $568K
|
6.24K
$3.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
795+ 17.52% |
$479K - $561K
|
5.33K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
781+ 0.8% |
$470K - $552K
|
98.3K
$59.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
767+ 397.41% |
$462K - $542K
|
960
$577K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
752+ 28.32% |
$453K - $531K
|
3.41K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
713+ 0.33% |
$429K - $504K
|
218K
$131M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
676+ 28.68% |
$407K - $477K
|
3.03K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
665New |
$400K - $470K
|
665
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
662+ 187.01% |
$399K - $468K
|
1.02K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
638New |
$384K - $451K
|
638
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
623+ 2.13% |
$375K - $440K
|
29.9K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
619New |
$373K - $437K
|
619
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
617New |
$371K - $436K
|
617
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
609New |
$367K - $430K
|
609
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 48.5% |
$361K - $424K
|
1.84K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
585New |
$352K - $413K
|
585
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
579+ 9.38% |
$349K - $409K
|
6.75K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
562+ 2.28% |
$338K - $397K
|
25.2K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
553+ 1.34% |
$333K - $391K
|
41.9K
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
548New |
$330K - $387K
|
548
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
532+ 40.33% |
$320K - $376K
|
1.85K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
526+ 28.46% |
$317K - $371K
|
2.37K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
517+ 3.08% |
$311K - $365K
|
17.3K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
515+ 78.75% |
$310K - $364K
|
1.17K
$703K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
501+ 6.99% |
$302K - $354K
|
7.67K
$4.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
497+ 0.83% |
$299K - $351K
|
60.4K
$36.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
496+ 35.86% |
$299K - $350K
|
1.88K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
482+ 145.62% |
$290K - $340K
|
813
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
477+ 2.1% |
$287K - $337K
|
23.2K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
474+ 31.54% |
$285K - $335K
|
1.98K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
449New |
$270K - $317K
|
449
$270K
|