Purchases and Sales Made in Q1 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 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 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
345New |
$202K - $231K
|
345
$208K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
344New |
$202K - $230K
|
344
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
341New |
$200K - $228K
|
341
$205K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
337+ 34.78% |
$198K - $226K
|
1.31K
$786K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
334New |
$196K - $224K
|
334
$201K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
333+ 6.86% |
$195K - $223K
|
5.19K
$3.12M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
331+ 3.27% |
$194K - $222K
|
10.4K
$6.28M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
331New |
$194K - $222K
|
331
$199K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
328+ 3.19% |
$192K - $220K
|
10.6K
$6.39M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
328New |
$192K - $220K
|
328
$197K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
327New |
$192K - $219K
|
327
$197K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
327New |
$192K - $219K
|
327
$197K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
325New |
$191K - $218K
|
325
$195K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
325New |
$191K - $218K
|
325
$195K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
324New |
$190K - $217K
|
324
$195K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
323New |
$190K - $216K
|
323
$194K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
323New |
$190K - $216K
|
323
$194K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
322New |
$189K - $216K
|
322
$194K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
321+ 142.04% |
$188K - $215K
|
547
$329K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
319New |
$187K - $214K
|
319
$192K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
318+ 1.24% |
$187K - $213K
|
26K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
317+ 85.68% |
$186K - $212K
|
687
$413K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
315New |
$185K - $211K
|
315
$189K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
315+ 45.92% |
$185K - $211K
|
1K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
314New |
$184K - $210K
|
314
$189K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
313New |
$184K - $210K
|
313
$188K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
312+ 12.8% |
$183K - $209K
|
2.75K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
311New |
$183K - $208K
|
311
$187K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
310New |
$182K - $208K
|
310
$186K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
310New |
$182K - $208K
|
310
$186K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
310+ 61.51% |
$182K - $208K
|
814
$490K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
309New |
$181K - $207K
|
309
$186K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
309New |
$181K - $207K
|
309
$186K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
307+ 1.55% |
$180K - $205K
|
20.1K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
305+ 28.37% |
$179K - $204K
|
1.38K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
300+ 19.48% |
$176K - $201K
|
1.84K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
300+ 6.87% |
$176K - $201K
|
4.66K
$2.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
295+ 4.81% |
$173K - $197K
|
6.43K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
282+ 197.2% |
$165K - $189K
|
425
$256K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
281+ 11.29% |
$165K - $188K
|
2.77K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
BUY
|
- |
280+ 6.04% |
$164K - $187K
|
4.92K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
280+ 22.8% |
$164K - $187K
|
1.51K
$907K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
279+ 23.48% |
$164K - $187K
|
1.47K
$882K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
277+ 33.9% |
$163K - $185K
|
1.09K
$658K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
277+ 13.86% |
$163K - $185K
|
2.28K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
275+ 2.99% |
$161K - $184K
|
9.47K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
269+ 4.78% |
$158K - $180K
|
5.9K
$3.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
263+ 1.48% |
$154K - $176K
|
18.1K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
262+ 3.85% |
$154K - $175K
|
7.08K
$4.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
261+ 0.67% |
$153K - $175K
|
39.4K
$23.7M
|