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
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
464New |
$272K - $311K
|
464
$269K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
459+ 22.56% |
$269K - $307K
|
2.49K
$1.44M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
457+ 26.42% |
$268K - $306K
|
2.19K
$1.27M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
456+ 14.09% |
$268K - $305K
|
3.69K
$2.14M
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
453New |
$266K - $303K
|
453
$262K
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
453New |
$266K - $303K
|
453
$262K
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
452New |
$265K - $303K
|
452
$262K
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
444+ 15.73% |
$261K - $297K
|
3.27K
$1.89M
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
437+ 1.92% |
$256K - $293K
|
23.3K
$13.5M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
435+ 5.38% |
$255K - $291K
|
8.51K
$4.93M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
433New |
$254K - $290K
|
433
$251K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
433+ 3.87% |
$254K - $290K
|
11.6K
$6.73M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
420+ 61.86% |
$246K - $281K
|
1.1K
$636K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
420+ 49.01% |
$246K - $281K
|
1.28K
$739K
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
419+ 20.08% |
$246K - $280K
|
2.51K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
419+ 21.23% |
$246K - $280K
|
2.39K
$1.39M
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
418+ 3.82% |
$245K - $280K
|
11.4K
$6.58M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
418+ 6.42% |
$245K - $280K
|
6.93K
$4.01M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
416+ 98.11% |
$244K - $278K
|
840
$486K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
416New |
$244K - $278K
|
416
$241K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
415+ 4.33% |
$244K - $278K
|
10K
$5.79M
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
413New |
$242K - $276K
|
413
$239K
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
404+ 35.35% |
$237K - $270K
|
1.55K
$895K
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
403+ 10.46% |
$236K - $270K
|
4.26K
$2.46M
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$235K - $268K
|
400
$232K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
394+ 16.58% |
$231K - $264K
|
2.77K
$1.6M
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
392New |
$230K - $262K
|
392
$227K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
388+ 11.79% |
$228K - $260K
|
3.68K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
387New |
$227K - $259K
|
387
$224K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
386New |
$227K - $258K
|
386
$223K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
386+ 18.29% |
$227K - $258K
|
2.5K
$1.45M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
383New |
$225K - $256K
|
383
$222K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
383+ 1.66% |
$225K - $256K
|
23.5K
$13.6M
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
383+ 0.44% |
$225K - $256K
|
87.7K
$50.8M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
382+ 23.71% |
$224K - $256K
|
1.99K
$1.15M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
377New |
$221K - $252K
|
377
$218K
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
373New |
$219K - $250K
|
373
$216K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
369+ 5.48% |
$217K - $247K
|
7.1K
$4.11M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
368+ 3.22% |
$216K - $246K
|
11.8K
$6.82M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
368+ 20.71% |
$216K - $246K
|
2.15K
$1.24M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
365+ 1.72% |
$214K - $244K
|
21.5K
$12.5M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
364New |
$214K - $244K
|
364
$211K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
354New |
$208K - $237K
|
354
$205K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
354+ 117.22% |
$208K - $237K
|
656
$380K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
352New |
$207K - $236K
|
352
$204K
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
352New |
$207K - $236K
|
352
$204K
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
350+ 57.76% |
$205K - $234K
|
956
$553K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
350+ 92.11% |
$205K - $234K
|
730
$423K
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
348+ 1.64% |
$204K - $233K
|
21.6K
$12.5M
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
347New |
$204K - $232K
|
347
$201K
|