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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 1.58% |
$12K - $14.1K
|
1.24K
$726K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 2.92% |
$12K - $14.1K
|
666
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-20- 2.49% |
$12K - $14.1K
|
782
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 1.68% |
$12K - $14.1K
|
1.17K
$683K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 3.82% |
$12K - $14.1K
|
503
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.78% |
$12K - $14.1K
|
2.55K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.43% |
$12.6K - $14.8K
|
1.45K
$845K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21- 1.33% |
$12.6K - $14.8K
|
1.56K
$907K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-22- 15.49% |
$13.2K - $15.5K
|
120
$70K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-23- 2.15% |
$13.8K - $16.2K
|
1.05K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-23- 0.75% |
$13.8K - $16.2K
|
3.06K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.03% |
$14.4K - $17K
|
69.4K
$40.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.42% |
$14.4K - $17K
|
5.69K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-24- 2.54% |
$14.4K - $17K
|
922
$538K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-24- 1.36% |
$14.4K - $17K
|
1.74K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-24- 2.22% |
$14.4K - $17K
|
1.06K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25- 3.62% |
$15.1K - $17.7K
|
665
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.22% |
$15.1K - $17.7K
|
11.4K
$6.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $17.7K
|
15.9K
$9.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-25- 6.28% |
$15.1K - $17.7K
|
373
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 7.2% |
$15.1K - $17.7K
|
322
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-25- 0.81% |
$15.1K - $17.7K
|
3.07K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-26- 1.52% |
$15.7K - $18.4K
|
1.68K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-26- 0.43% |
$15.7K - $18.4K
|
5.97K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27- 2.77% |
$16.3K - $19.1K
|
946
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-27- 2.12% |
$16.3K - $19.1K
|
1.25K
$729K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-27- 3.56% |
$16.3K - $19.1K
|
732
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-27- 3.12% |
$16.3K - $19.1K
|
838
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-27- 1.12% |
$16.3K - $19.1K
|
2.39K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-28- 0.85% |
$16.9K - $19.8K
|
3.27K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 5.09% |
$16.9K - $19.8K
|
522
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-29- 1.63% |
$17.5K - $20.5K
|
1.75K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-29- 15.03% |
$17.5K - $20.5K
|
164
$95.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-30- 0.74% |
$18.1K - $21.2K
|
4.03K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-30- 0.22% |
$18.1K - $21.2K
|
13.9K
$8.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 19.87% |
$18.1K - $21.2K
|
121
$70.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-31- 1.01% |
$18.7K - $21.9K
|
3.05K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-33- 5.52% |
$19.9K - $23.3K
|
565
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-33- 3.45% |
$19.9K - $23.3K
|
924
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-33- 0.08% |
$19.9K - $23.3K
|
39.1K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-33- 4.98% |
$19.9K - $23.3K
|
629
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 0.34% |
$21.1K - $24.7K
|
10.1K
$5.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-36- 11.36% |
$21.7K - $25.4K
|
281
$164K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-37- 7.24% |
$22.3K - $26.1K
|
474
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 4.33% |
$22.3K - $26.1K
|
817
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-38- 9.18% |
$22.9K - $26.8K
|
376
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-38- 6.92% |
$22.9K - $26.8K
|
511
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38- 7.92% |
$22.9K - $26.8K
|
442
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-39- 4.0% |
$23.5K - $27.5K
|
935
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-39- 2.64% |
$23.5K - $27.5K
|
1.44K
$840K
|