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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2- 0.43% |
$1.2K - $1.41K
|
460
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.79% |
$1.2K - $1.41K
|
250
$146K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 25.0% |
$1.2K - $1.41K
|
6
$3.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.61% |
$1.2K - $1.41K
|
325
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 50.0% |
$1.81K - $2.12K
|
3
$1.75K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3- 0.73% |
$1.81K - $2.12K
|
410
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 3.85% |
$1.81K - $2.12K
|
75
$43.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-3- 0.19% |
$1.81K - $2.12K
|
1.57K
$914K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-3- 0.25% |
$1.81K - $2.12K
|
1.21K
$707K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3- 0.73% |
$1.81K - $2.12K
|
409
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 12.0% |
$1.81K - $2.12K
|
22
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 10.71% |
$1.81K - $2.12K
|
25
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3- 0.53% |
$1.81K - $2.12K
|
566
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3- 0.13% |
$1.81K - $2.12K
|
2.34K
$1.36M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3- 0.8% |
$1.81K - $2.12K
|
372
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 0.68% |
$2.41K - $2.83K
|
581
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.57% |
$2.41K - $2.83K
|
702
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 23.53% |
$2.41K - $2.83K
|
13
$7.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-4- 66.67% |
$2.41K - $2.83K
|
2
$1.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-4- 0.11% |
$2.41K - $2.83K
|
3.65K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 12.12% |
$2.41K - $2.83K
|
29
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4- 1.07% |
$2.41K - $2.83K
|
370
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.85% |
$3.01K - $3.53K
|
581
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5- 1.05% |
$3.01K - $3.53K
|
470
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.9% |
$3.01K - $3.53K
|
553
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 15.63% |
$3.01K - $3.53K
|
27
$15.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5- 1.41% |
$3.01K - $3.53K
|
350
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5- 0.46% |
$3.01K - $3.53K
|
1.09K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5- 0.34% |
$3.01K - $3.53K
|
1.48K
$863K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5- 0.79% |
$3.01K - $3.53K
|
624
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 0.54% |
$3.01K - $3.53K
|
928
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.52% |
$3.01K - $3.53K
|
956
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5- 1.25% |
$3.01K - $3.53K
|
395
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 1.42% |
$3.01K - $3.53K
|
346
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-5- 0.37% |
$3.01K - $3.53K
|
1.34K
$782K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 2.67% |
$3.61K - $4.24K
|
219
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 1.31% |
$3.61K - $4.24K
|
452
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-6- 8.11% |
$3.61K - $4.24K
|
68
$39.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 1.15% |
$3.61K - $4.24K
|
515
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 6.59% |
$3.61K - $4.24K
|
85
$49.6K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-6- 0.56% |
$3.61K - $4.24K
|
1.06K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 24.0% |
$3.61K - $4.24K
|
19
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-6- 0.33% |
$3.61K - $4.24K
|
1.81K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-6- 0.9% |
$3.61K - $4.24K
|
658
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7- 1.47% |
$4.21K - $4.94K
|
469
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-7- 1.94% |
$4.21K - $4.94K
|
353
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7- 1.55% |
$4.21K - $4.94K
|
445
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-7- 1.25% |
$4.21K - $4.94K
|
554
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 1.34% |
$4.21K - $4.94K
|
517
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-8- 0.21% |
$4.82K - $5.65K
|
3.82K
$2.23M
|