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 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-149- 3.5% |
$89.7K - $105K
|
4.11K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-149- 6.02% |
$89.7K - $105K
|
2.33K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-151- 10.27% |
$90.9K - $107K
|
1.32K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-153- 1.92% |
$92.1K - $108K
|
7.81K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-158- 0.24% |
$95.1K - $112K
|
64.5K
$37.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-160- 21.05% |
$96.3K - $113K
|
600
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-160- 1.17% |
$96.3K - $113K
|
13.5K
$7.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-163- 0.96% |
$98.1K - $115K
|
16.8K
$9.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-163- 16.09% |
$98.1K - $115K
|
850
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-165- 4.55% |
$99.3K - $117K
|
3.46K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-165- 1.34% |
$99.3K - $117K
|
12.1K
$6.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-166- 0.23% |
$99.9K - $117K
|
71.5K
$41.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-174- 2.0% |
$105K - $123K
|
8.54K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-180- 4.72% |
$108K - $127K
|
3.63K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-184- 16.47% |
$111K - $130K
|
933
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-190- 10.22% |
$114K - $134K
|
1.67K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-190- 13.97% |
$114K - $134K
|
1.17K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-193- 3.69% |
$116K - $136K
|
5.04K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-195- 9.75% |
$117K - $138K
|
1.8K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-203- 6.23% |
$122K - $143K
|
3.06K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-209- 0.49% |
$126K - $148K
|
42.5K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-213- 3.96% |
$128K - $150K
|
5.17K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-214- 2.65% |
$129K - $151K
|
7.87K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-218- 28.5% |
$131K - $154K
|
547
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-218- 29.46% |
$131K - $154K
|
522
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-220- 8.41% |
$132K - $155K
|
2.4K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-221- 18.31% |
$133K - $156K
|
986
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 4.23% |
$134K - $157K
|
5.02K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-230- 1.99% |
$138K - $162K
|
11.3K
$6.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-232- 1.91% |
$140K - $164K
|
11.9K
$6.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-234- 35.24% |
$141K - $165K
|
430
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-239- 29.69% |
$144K - $169K
|
566
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-239- 2.53% |
$144K - $169K
|
9.22K
$5.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-241- 24.59% |
$145K - $170K
|
739
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-241- 1.1% |
$145K - $170K
|
21.7K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-242- 1.51% |
$146K - $171K
|
15.8K
$9.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-243- 21.35% |
$146K - $172K
|
895
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-247- 34.31% |
$149K - $174K
|
473
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-264- 5.33% |
$159K - $186K
|
4.69K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-265- 1.36% |
$160K - $187K
|
19.2K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-268- 1.52% |
$161K - $189K
|
17.3K
$9.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-270- 0.97% |
$163K - $191K
|
27.5K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-273- 20.39% |
$164K - $193K
|
1.07K
$615K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-277- 2.57% |
$167K - $196K
|
10.5K
$6.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-282- 3.95% |
$170K - $199K
|
6.86K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-282- 4.87% |
$170K - $199K
|
5.51K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-287- 18.5% |
$173K - $203K
|
1.26K
$729K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-289- 4.86% |
$174K - $204K
|
5.65K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-292- 2.19% |
$176K - $206K
|
13K
$7.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-299- 1.95% |
$180K - $211K
|
15.1K
$8.68M
|