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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.06% |
$602 - $706
|
93
$53.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.79% |
$1.2K - $1.41K
|
250
$145K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.11% |
$1.2K - $1.41K
|
1.85K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2- 0.43% |
$1.2K - $1.41K
|
460
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2- 40.0% |
$1.2K - $1.41K
|
3
$1.74K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.59% |
$1.2K - $1.41K
|
335
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2- 0.35% |
$1.2K - $1.41K
|
572
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2- 0.58% |
$1.2K - $1.41K
|
342
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 50.0% |
$1.81K - $2.12K
|
3
$1.74K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-3- 0.25% |
$1.81K - $2.12K
|
1.21K
$701K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3- 0.73% |
$1.81K - $2.12K
|
410
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 3.85% |
$1.81K - $2.12K
|
75
$43.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3- 0.73% |
$1.81K - $2.12K
|
409
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-3- 0.19% |
$1.81K - $2.12K
|
1.57K
$907K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 12.12% |
$2.41K - $2.83K
|
29
$16.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-4- 66.67% |
$2.41K - $2.83K
|
2
$1.16K
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-4- 0.11% |
$2.41K - $2.83K
|
3.65K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 0.68% |
$2.41K - $2.83K
|
581
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 23.53% |
$2.41K - $2.83K
|
13
$7.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.57% |
$2.41K - $2.83K
|
702
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5- 1.41% |
$3.01K - $3.53K
|
350
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.85% |
$3.01K - $3.53K
|
581
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.52% |
$3.01K - $3.53K
|
956
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5- 0.34% |
$3.01K - $3.53K
|
1.48K
$856K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.9% |
$3.01K - $3.53K
|
553
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5- 1.05% |
$3.01K - $3.53K
|
470
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5- 0.46% |
$3.01K - $3.53K
|
1.09K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 15.63% |
$3.01K - $3.53K
|
27
$15.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5- 0.79% |
$3.01K - $3.53K
|
624
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 0.54% |
$3.01K - $3.53K
|
928
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-6- 8.11% |
$3.61K - $4.24K
|
68
$39.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 2.67% |
$3.61K - $4.24K
|
219
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 1.31% |
$3.61K - $4.24K
|
452
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 6.59% |
$3.61K - $4.24K
|
85
$49.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 1.15% |
$3.61K - $4.24K
|
515
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7- 1.47% |
$4.21K - $4.94K
|
469
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-7- 1.94% |
$4.21K - $4.94K
|
353
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7- 1.55% |
$4.21K - $4.94K
|
445
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-8- 1.46% |
$4.82K - $5.65K
|
540
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8- 0.66% |
$4.82K - $5.65K
|
1.2K
$695K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.44% |
$4.82K - $5.65K
|
1.83K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-8- 0.21% |
$4.82K - $5.65K
|
3.82K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.79% |
$4.82K - $5.65K
|
1.01K
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 10.0% |
$5.42K - $6.36K
|
81
$46.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9- 2.16% |
$5.42K - $6.36K
|
408
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-9- 11.11% |
$5.42K - $6.36K
|
72
$41.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10- 1.5% |
$6.02K - $7.06K
|
657
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10- 2.96% |
$6.02K - $7.06K
|
328
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-10- 0.56% |
$6.02K - $7.06K
|
1.78K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11- 0.39% |
$6.62K - $7.77K
|
2.82K
$1.63M
|