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 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.22K+ 2.88% |
$733K - $860K
|
43.5K
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.2KNew |
$722K - $848K
|
1.2K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.18KNew |
$712K - $835K
|
1.18K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.16K+ 0.4% |
$697K - $818K
|
288K
$171M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.15KNew |
$690K - $809K
|
1.15K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.13K+ 77.41% |
$681K - $799K
|
2.59K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.12K+ 13.69% |
$674K - $791K
|
9.3K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 1.39% |
$671K - $787K
|
81.2K
$48.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.11K+ 60.13% |
$670K - $786K
|
2.96K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.11K+ 0.48% |
$670K - $786K
|
235K
$140M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.11K+ 34.15% |
$668K - $783K
|
4.36K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
1.11KNew |
$665K - $780K
|
1.11K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.1K+ 2.1% |
$661K - $775K
|
53.4K
$31.7M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.1K+ 60.47% |
$660K - $775K
|
2.91K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.09K+ 1.28% |
$656K - $769K
|
86.1K
$51.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.08KNew |
$652K - $765K
|
1.08K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08K+ 8.81% |
$648K - $760K
|
13.3K
$7.88M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.08K+ 3.64% |
$648K - $760K
|
30.7K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.08K+ 9.43% |
$647K - $759K
|
12.5K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.07K+ 1.96% |
$644K - $756K
|
55.7K
$33M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.06K+ 56.06% |
$638K - $748K
|
2.95K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.04K+ 2.95% |
$627K - $735K
|
36.3K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.04K+ 63.24% |
$625K - $734K
|
2.68K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 2.22% |
$625K - $734K
|
47.8K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.03K+ 16.87% |
$619K - $726K
|
7.12K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.37% |
$608K - $713K
|
271K
$161M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1K+ 3.11% |
$602K - $706K
|
33.1K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
997+ 18.67% |
$600K - $704K
|
6.34K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
988New |
$595K - $698K
|
988
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
962New |
$579K - $679K
|
962
$571K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
925New |
$557K - $653K
|
925
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
925New |
$557K - $653K
|
925
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
919New |
$553K - $649K
|
919
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
891New |
$536K - $629K
|
891
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
889+ 4.91% |
$535K - $628K
|
19K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
859+ 107.11% |
$517K - $607K
|
1.66K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
852New |
$513K - $602K
|
852
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
847+ 9.09% |
$510K - $598K
|
10.2K
$6.03M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
845+ 1.7% |
$509K - $597K
|
50.5K
$30M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
841+ 8.62% |
$506K - $594K
|
10.6K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
840New |
$506K - $593K
|
840
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
834New |
$502K - $589K
|
834
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
813+ 2.25% |
$489K - $574K
|
36.9K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
811+ 7.63% |
$488K - $573K
|
11.4K
$6.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
810+ 36.92% |
$488K - $572K
|
3K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
810New |
$488K - $572K
|
810
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
807New |
$486K - $570K
|
807
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
804+ 14.79% |
$484K - $568K
|
6.24K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
798+ 46.58% |
$480K - $564K
|
2.51K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
795+ 17.52% |
$479K - $561K
|
5.33K
$3.17M
|