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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-456- 51.12% |
$275K - $322K
|
436
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-458- 5.95% |
$276K - $323K
|
7.24K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-465- 20.97% |
$280K - $328K
|
1.75K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-474- 0.14% |
$285K - $335K
|
348K
$265M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-491- 39.6% |
$296K - $347K
|
749
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-496- 30.66% |
$299K - $350K
|
1.12K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 0.6% |
$301K - $353K
|
83K
$63.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-507- 31.65% |
$305K - $358K
|
1.1K
$834K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-510- 0.96% |
$307K - $360K
|
52.4K
$39.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-513- 8.02% |
$309K - $362K
|
5.88K
$4.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-513- 52.08% |
$309K - $362K
|
472
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-514- 22.56% |
$309K - $363K
|
1.76K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-525- 49.02% |
$316K - $371K
|
546
$416K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-525- 35.81% |
$316K - $371K
|
941
$717K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-530- 3.31% |
$319K - $374K
|
15.5K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-531- 5.54% |
$320K - $375K
|
9.06K
$6.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-540- 4.94% |
$325K - $381K
|
10.4K
$7.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-545- 2.58% |
$328K - $385K
|
20.6K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-568- 4.95% |
$342K - $401K
|
10.9K
$8.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-577- 0.91% |
$347K - $408K
|
62.6K
$47.7M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-588- 5.92% |
$354K - $415K
|
9.35K
$7.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Troy Asset Management LTD
|
SELL
|
- |
-592- 1.36% |
$356K - $418K
|
43.1K
$32.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-602- 1.35% |
$362K - $425K
|
43.8K
$33.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-620- 7.42% |
$373K - $438K
|
7.74K
$5.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-626- 1.61% |
$377K - $442K
|
38.3K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-640- 1.22% |
$385K - $452K
|
51.9K
$39.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-657- 47.27% |
$396K - $464K
|
733
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-666- 4.14% |
$401K - $470K
|
15.4K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-666- 9.64% |
$401K - $470K
|
6.25K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-677- 19.62% |
$408K - $478K
|
2.77K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-681- 65.8% |
$410K - $481K
|
354
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-687- 21.56% |
$414K - $485K
|
2.5K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-700- 27.29% |
$421K - $494K
|
1.87K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-706- 59.73% |
$425K - $499K
|
476
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-719- 43.52% |
$433K - $508K
|
933
$711K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-722- 19.73% |
$435K - $510K
|
2.94K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-730- 12.65% |
$439K - $516K
|
5.04K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-735- 1.33% |
$442K - $519K
|
54.5K
$41.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-753- 6.48% |
$453K - $532K
|
10.9K
$8.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-758- 1.35% |
$456K - $535K
|
55.5K
$42.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-763- 46.61% |
$459K - $539K
|
874
$666K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-776- 20.33% |
$467K - $548K
|
3.04K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-777- 23.7% |
$468K - $549K
|
2.5K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-803- 5.16% |
$483K - $567K
|
14.7K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-804- 4.22% |
$484K - $568K
|
18.2K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-833- 2.96% |
$501K - $588K
|
27.3K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-836- 11.05% |
$503K - $590K
|
6.73K
$5.13M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-839- 20.5% |
$505K - $593K
|
3.25K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-843- 50.88% |
$507K - $595K
|
814
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-869Closed |
$523K - $614K
|
0
$0
|