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 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-148- 19.02% |
$89.1K - $105K
|
630
$480K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-149- 3.5% |
$89.7K - $105K
|
4.11K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-149- 6.02% |
$89.7K - $105K
|
2.33K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-150- 0.2% |
$90.3K - $106K
|
74.8K
$57M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-151- 10.27% |
$90.9K - $107K
|
1.32K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-151- 7.03% |
$90.9K - $107K
|
2K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-153- 1.92% |
$92.1K - $108K
|
7.81K
$5.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-158- 0.24% |
$95.1K - $112K
|
64.5K
$49.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-160- 21.05% |
$96.3K - $113K
|
600
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-160- 1.17% |
$96.3K - $113K
|
13.5K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-163- 0.96% |
$98.1K - $115K
|
16.8K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-163- 16.09% |
$98.1K - $115K
|
850
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-165- 4.55% |
$99.3K - $117K
|
3.46K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-165- 1.34% |
$99.3K - $117K
|
12.1K
$9.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-166- 0.23% |
$99.9K - $117K
|
71.5K
$54.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-174- 2.0% |
$105K - $123K
|
8.54K
$6.51M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-174- 0.4% |
$105K - $123K
|
43K
$32.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-180- 4.72% |
$108K - $127K
|
3.63K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-184- 16.47% |
$111K - $130K
|
933
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-190- 10.22% |
$114K - $134K
|
1.67K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-190- 13.97% |
$114K - $134K
|
1.17K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-193- 3.69% |
$116K - $136K
|
5.04K
$3.84M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-195- 9.75% |
$117K - $138K
|
1.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-200- 0.95% |
$120K - $141K
|
20.8K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-203- 6.23% |
$122K - $143K
|
3.06K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-204- 18.63% |
$123K - $144K
|
891
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-209- 0.49% |
$126K - $148K
|
42.5K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-213- 3.96% |
$128K - $150K
|
5.17K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-214- 2.65% |
$129K - $151K
|
7.87K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-215- 11.33% |
$129K - $152K
|
1.68K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-218- 28.5% |
$131K - $154K
|
547
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-218- 29.46% |
$131K - $154K
|
522
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-220- 8.41% |
$132K - $155K
|
2.4K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-221- 18.31% |
$133K - $156K
|
986
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 4.23% |
$134K - $157K
|
5.02K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-230- 1.99% |
$138K - $162K
|
11.3K
$8.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-232- 1.91% |
$140K - $164K
|
11.9K
$9.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-234- 35.24% |
$141K - $165K
|
430
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-239- 29.69% |
$144K - $169K
|
566
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-239- 2.53% |
$144K - $169K
|
9.22K
$7.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-241- 24.59% |
$145K - $170K
|
739
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-241- 1.1% |
$145K - $170K
|
21.7K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-242- 1.51% |
$146K - $171K
|
15.8K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-242- 4.94% |
$146K - $171K
|
4.65K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-243- 21.35% |
$146K - $172K
|
895
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-244- 1.28% |
$147K - $172K
|
18.8K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-244- 62.4% |
$147K - $172K
|
147
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-247- 34.31% |
$149K - $174K
|
473
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-257- 1.06% |
$155K - $182K
|
24K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-264- 5.33% |
$159K - $186K
|
4.69K
$3.57M
|