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 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 5.09% |
$16.9K - $19.8K
|
522
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-29- 1.63% |
$17.5K - $20.5K
|
1.75K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-29- 15.03% |
$17.5K - $20.5K
|
164
$94.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-30- 0.74% |
$18.1K - $21.2K
|
4.03K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-33- 3.45% |
$19.9K - $23.3K
|
924
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-33- 0.08% |
$19.9K - $23.3K
|
39.1K
$22.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-33- 5.52% |
$19.9K - $23.3K
|
565
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 0.34% |
$21.1K - $24.7K
|
10.1K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-36- 11.36% |
$21.7K - $25.4K
|
281
$163K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 4.33% |
$22.3K - $26.1K
|
817
$473K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-37- 7.24% |
$22.3K - $26.1K
|
474
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-39- 4.0% |
$23.5K - $27.5K
|
935
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-39- 2.64% |
$23.5K - $27.5K
|
1.44K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-40- 1.27% |
$24.1K - $28.3K
|
3.12K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-42- 0.29% |
$25.3K - $29.7K
|
14.4K
$8.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 41.18% |
$25.3K - $29.7K
|
60
$34.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-43- 8.85% |
$25.9K - $30.4K
|
443
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-43- 4.58% |
$25.9K - $30.4K
|
896
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-46- 2.72% |
$27.7K - $32.5K
|
1.64K
$952K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-48- 9.88% |
$28.9K - $33.9K
|
438
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-49- 3.23% |
$29.5K - $34.6K
|
1.47K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-49- 10.23% |
$29.5K - $34.6K
|
430
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 15.08% |
$29.5K - $34.6K
|
276
$160K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 1.39% |
$30.1K - $35.3K
|
3.56K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-51- 2.04% |
$30.7K - $36K
|
2.45K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-52- 1.22% |
$31.3K - $36.7K
|
4.2K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-55- 0.56% |
$33.1K - $38.8K
|
9.79K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-55- 0.42% |
$33.1K - $38.8K
|
13K
$7.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-55- 2.06% |
$33.1K - $38.8K
|
2.62K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-56- 7.24% |
$33.7K - $39.6K
|
717
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-56- 7.76% |
$33.7K - $39.6K
|
666
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-57- 0.65% |
$34.3K - $40.3K
|
8.68K
$5.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-57- 11.05% |
$34.3K - $40.3K
|
459
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-59- 2.98% |
$35.5K - $41.7K
|
1.92K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59- 3.98% |
$35.5K - $41.7K
|
1.42K
$824K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-60- 1.63% |
$36.1K - $42.4K
|
3.61K
$2.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-61- 2.89% |
$36.7K - $43.1K
|
2.05K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-62- 4.19% |
$37.3K - $43.8K
|
1.42K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-65- 12.5% |
$39.1K - $45.9K
|
455
$263K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-65- 5.91% |
$39.1K - $45.9K
|
1.04K
$599K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-65- 10.08% |
$39.1K - $45.9K
|
580
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-67- 3.36% |
$40.3K - $47.3K
|
1.93K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-67- 4.32% |
$40.3K - $47.3K
|
1.48K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-67- 0.28% |
$40.3K - $47.3K
|
24.3K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-69- 6.6% |
$41.5K - $48.7K
|
977
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-69- 13.02% |
$41.5K - $48.7K
|
461
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-70- 8.96% |
$42.1K - $49.4K
|
711
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-70- 2.87% |
$42.1K - $49.4K
|
2.37K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-71- 1.63% |
$42.7K - $50.1K
|
4.27K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-73- 0.4% |
$43.9K - $51.6K
|
18.1K
$10.5M
|