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 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-103- 0.12% |
$62K - $72.7K
|
86K
$50.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-103- 2.79% |
$62K - $72.7K
|
3.59K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-105- 1.95% |
$63.2K - $74.2K
|
5.28K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-105- 2.43% |
$63.2K - $74.2K
|
4.21K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-107- 2.27% |
$64.4K - $75.6K
|
4.61K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-109- 1.02% |
$65.6K - $77K
|
10.6K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-110- 4.17% |
$66.2K - $77.7K
|
2.53K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-111- 2.71% |
$66.8K - $78.4K
|
3.98K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-111- 14.38% |
$66.8K - $78.4K
|
661
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-112- 1.35% |
$67.4K - $79.1K
|
8.18K
$4.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-115- 3.16% |
$69.2K - $81.2K
|
3.52K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-117- 9.35% |
$70.4K - $82.6K
|
1.13K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-117- 1.32% |
$70.4K - $82.6K
|
8.72K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-118- 11.39% |
$71K - $83.3K
|
918
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-120- 13.53% |
$72.2K - $84.8K
|
767
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-120- 2.58% |
$72.2K - $84.8K
|
4.52K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-122- 16.35% |
$73.4K - $86.2K
|
624
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-123- 3.23% |
$74K - $86.9K
|
3.68K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-123- 2.2% |
$74K - $86.9K
|
5.48K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 44.4% |
$74K - $86.9K
|
154
$89.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-124- 7.07% |
$74.6K - $87.6K
|
1.63K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-126- 2.24% |
$75.9K - $89K
|
5.49K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-127- 0.8% |
$76.5K - $89.7K
|
15.8K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-127- 6.7% |
$76.5K - $89.7K
|
1.77K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-129- 15.19% |
$77.7K - $91.1K
|
720
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-130- 29.55% |
$78.3K - $91.8K
|
310
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-131- 0.37% |
$78.9K - $92.5K
|
35.6K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-131- 0.69% |
$78.9K - $92.5K
|
18.7K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-133- 2.26% |
$80.1K - $93.9K
|
5.77K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-134- 15.16% |
$80.7K - $94.6K
|
750
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-134- 1.45% |
$80.7K - $94.6K
|
9.08K
$5.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-138- 1.66% |
$83.1K - $97.5K
|
8.18K
$4.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-141- 0.69% |
$84.9K - $99.6K
|
20.3K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-142- 10.6% |
$85.5K - $100K
|
1.2K
$699K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-145- 5.67% |
$87.3K - $102K
|
2.41K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-146- 7.56% |
$87.9K - $103K
|
1.78K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-146- 0.37% |
$87.9K - $103K
|
39.9K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-148- 19.02% |
$89.1K - $105K
|
630
$368K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-149- 3.5% |
$89.7K - $105K
|
4.11K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-149- 6.02% |
$89.7K - $105K
|
2.33K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-150- 0.2% |
$90.3K - $106K
|
74.8K
$43.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-151- 10.27% |
$90.9K - $107K
|
1.32K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-151- 7.03% |
$90.9K - $107K
|
2K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-153- 1.92% |
$92.1K - $108K
|
7.81K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-158- 0.24% |
$95.1K - $112K
|
64.5K
$37.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-160- 21.05% |
$96.3K - $113K
|
600
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-160- 1.17% |
$96.3K - $113K
|
13.5K
$7.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-163- 0.96% |
$98.1K - $115K
|
16.8K
$9.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-163- 16.09% |
$98.1K - $115K
|
850
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-165- 4.55% |
$99.3K - $117K
|
3.46K
$2.02M
|