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 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-13- 2.73% |
$7.83K - $9.18K
|
464
$307K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-13- 29.55% |
$7.83K - $9.18K
|
31
$20.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-14- 2.27% |
$8.43K - $9.89K
|
602
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-14- 0.49% |
$8.43K - $9.89K
|
2.83K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-14- 3.9% |
$8.43K - $9.89K
|
345
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-14- 1.24% |
$8.43K - $9.89K
|
1.11K
$738K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-14- 4.07% |
$8.43K - $9.89K
|
330
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-15- 1.31% |
$9.03K - $10.6K
|
1.13K
$748K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-15- 50.0% |
$9.03K - $10.6K
|
15
$9.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-15- 3.9% |
$9.03K - $10.6K
|
370
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-15- 1.72% |
$9.03K - $10.6K
|
855
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-15- 1.55% |
$9.03K - $10.6K
|
950
$630K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-15- 0.09% |
$9.03K - $10.6K
|
16.2K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-15- 25.42% |
$9.03K - $10.6K
|
44
$29.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-15- 0.99% |
$9.03K - $10.6K
|
1.51K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-15- 1.88% |
$9.03K - $10.6K
|
782
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15- 3.06% |
$9.03K - $10.6K
|
475
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-16- 0.75% |
$9.63K - $11.3K
|
2.11K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16- 2.97% |
$9.63K - $11.3K
|
523
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-16- 1.6% |
$9.63K - $11.3K
|
983
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-17- 6.39% |
$10.2K - $12K
|
249
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17- 0.19% |
$10.2K - $12K
|
8.98K
$5.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 15.13% |
$10.8K - $12.7K
|
101
$66.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18- 3.06% |
$10.8K - $12.7K
|
570
$378K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.54% |
$11.4K - $13.4K
|
1.21K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-19- 3.54% |
$11.4K - $13.4K
|
517
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-19- 0.18% |
$11.4K - $13.4K
|
10.7K
$7.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-19- 0.22% |
$11.4K - $13.4K
|
8.47K
$5.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19- 3.24% |
$11.4K - $13.4K
|
568
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-20- 2.81% |
$12K - $14.1K
|
692
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 0.83% |
$12K - $14.1K
|
2.4K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 1.58% |
$12K - $14.1K
|
1.24K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 2.92% |
$12K - $14.1K
|
666
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-20- 2.49% |
$12K - $14.1K
|
782
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 1.68% |
$12K - $14.1K
|
1.17K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 3.82% |
$12K - $14.1K
|
503
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.78% |
$12K - $14.1K
|
2.55K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.43% |
$12.6K - $14.8K
|
1.45K
$960K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21- 1.33% |
$12.6K - $14.8K
|
1.56K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-22- 15.49% |
$13.2K - $15.5K
|
120
$79.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-23- 2.15% |
$13.8K - $16.2K
|
1.05K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-23- 0.75% |
$13.8K - $16.2K
|
3.06K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.03% |
$14.4K - $17K
|
69.4K
$46M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.42% |
$14.4K - $17K
|
5.69K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-24- 2.54% |
$14.4K - $17K
|
922
$611K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-24- 1.36% |
$14.4K - $17K
|
1.74K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-24- 2.22% |
$14.4K - $17K
|
1.06K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25- 3.62% |
$15.1K - $17.7K
|
665
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.22% |
$15.1K - $17.7K
|
11.4K
$7.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $17.7K
|
15.9K
$10.6M
|