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 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-299- 1.95% |
$180K - $211K
|
15.1K
$8.79M
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-300- 0.54% |
$181K - $212K
|
54.9K
$32M
|
|
Feb 14, 2025
Q4 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-300- 10.48% |
$181K - $212K
|
2.56K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-305- 3.76% |
$184K - $215K
|
7.8K
$4.55M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-308- 1.19% |
$185K - $218K
|
25.6K
$14.9M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-308- 3.24% |
$185K - $218K
|
9.19K
$5.36M
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-309- 36.35% |
$186K - $218K
|
541
$316K
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-320- 1.01% |
$193K - $226K
|
31.5K
$18.4M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-325- 10.32% |
$196K - $230K
|
2.82K
$1.65M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-332- 25.68% |
$200K - $234K
|
961
$561K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-332- 5.59% |
$200K - $234K
|
5.61K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-350- 17.19% |
$211K - $247K
|
1.69K
$984K
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-357- 3.9% |
$215K - $252K
|
8.8K
$5.14M
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-358- 9.81% |
$216K - $253K
|
3.29K
$1.92M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-359- 2.32% |
$216K - $254K
|
15.1K
$8.81M
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-360- 2.23% |
$217K - $254K
|
15.8K
$9.21M
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-360- 57.88% |
$217K - $254K
|
262
$153K
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-361- 0.59% |
$217K - $255K
|
60.7K
$35.4M
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-365- 29.75% |
$220K - $258K
|
862
$503K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-371- 43.49% |
$223K - $262K
|
482
$281K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-375- 3.55% |
$226K - $265K
|
10.2K
$5.94M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-383- 2.6% |
$231K - $270K
|
14.4K
$8.37M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-391- 2.63% |
$235K - $276K
|
14.5K
$8.45M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.92% |
$241K - $283K
|
13.3K
$7.75M
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-405- 21.24% |
$244K - $286K
|
1.5K
$877K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-409- 2.35% |
$246K - $289K
|
17K
$9.94M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-416- 5.64% |
$250K - $294K
|
6.96K
$4.06M
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-418- 9.0% |
$252K - $295K
|
4.22K
$2.46M
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-423- 1.81% |
$255K - $299K
|
23K
$13.4M
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-439- 7.65% |
$264K - $310K
|
5.3K
$3.09M
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-442- 1.32% |
$266K - $312K
|
33K
$19.3M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-445- 9.35% |
$268K - $314K
|
4.31K
$2.52M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-446- 34.6% |
$268K - $315K
|
843
$492K
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-450- 8.38% |
$271K - $318K
|
4.92K
$2.87M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-454- 0.9% |
$273K - $321K
|
49.9K
$29.1M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-458- 5.95% |
$276K - $323K
|
7.24K
$4.23M
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-465- 20.97% |
$280K - $328K
|
1.75K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-474- 0.14% |
$285K - $335K
|
348K
$203M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-491- 39.6% |
$296K - $347K
|
749
$437K
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-496- 30.66% |
$299K - $350K
|
1.12K
$655K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 0.6% |
$301K - $353K
|
83K
$48.4M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-507- 31.65% |
$305K - $358K
|
1.1K
$639K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-510- 0.96% |
$307K - $360K
|
52.4K
$30.6M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-513- 8.02% |
$309K - $362K
|
5.88K
$3.43M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-513- 52.08% |
$309K - $362K
|
472
$275K
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-514- 22.56% |
$309K - $363K
|
1.76K
$1.03M
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-525- 49.02% |
$316K - $371K
|
546
$319K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-525- 35.81% |
$316K - $371K
|
941
$549K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-530- 3.31% |
$319K - $374K
|
15.5K
$9.05M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-531- 5.54% |
$320K - $375K
|
9.06K
$5.28M
|