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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
216+ 7.61% |
$130K - $153K
|
3.06K
$1.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
210+ 5.47% |
$126K - $148K
|
4.05K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
210+ 5.31% |
$126K - $148K
|
4.16K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
204New |
$123K - $144K
|
204
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
202+ 12.15% |
$122K - $143K
|
1.87K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
200+ 2.47% |
$120K - $141K
|
8.3K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
196+ 9.32% |
$118K - $138K
|
2.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
195+ 2.49% |
$117K - $138K
|
8.04K
$4.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
191+ 140.44% |
$115K - $135K
|
327
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
189New |
$114K - $133K
|
189
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
185+ 1.98% |
$111K - $131K
|
9.54K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
184+ 1.92% |
$111K - $130K
|
9.79K
$5.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
177+ 7.58% |
$107K - $125K
|
2.51K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
172+ 9.45% |
$104K - $121K
|
1.99K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
168+ 146.09% |
$101K - $119K
|
283
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
164+ 15.55% |
$98.7K - $116K
|
1.22K
$733K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
162+ 3.5% |
$97.5K - $114K
|
4.79K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
161+ 0.52% |
$96.9K - $114K
|
30.9K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 3.99% |
$93.9K - $110K
|
4.06K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
156+ 4.18% |
$93.9K - $110K
|
3.89K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
151+ 8.55% |
$90.9K - $107K
|
1.92K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
150New |
$90.3K - $106K
|
150
$90.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
138+ 1.08% |
$83.1K - $97.5K
|
12.9K
$7.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
138+ 10.19% |
$83.1K - $97.5K
|
1.49K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
135+ 7.33% |
$81.3K - $95.3K
|
1.98K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
129+ 3.09% |
$77.7K - $91.1K
|
4.31K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
125+ 30.05% |
$75.3K - $88.3K
|
541
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
125+ 2.28% |
$75.3K - $88.3K
|
5.61K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
123+ 4.57% |
$74K - $86.9K
|
2.81K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
121+ 5.71% |
$72.8K - $85.5K
|
2.24K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
120+ 13.68% |
$72.2K - $84.8K
|
997
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
118+ 9.75% |
$71K - $83.3K
|
1.33K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
118+ 31.13% |
$71K - $83.3K
|
497
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
116+ 11.91% |
$69.8K - $81.9K
|
1.09K
$656K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
115+ 31.0% |
$69.2K - $81.2K
|
486
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
114New |
$68.6K - $80.5K
|
114
$68.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
114+ 1.27% |
$68.6K - $80.5K
|
9.09K
$5.47M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
113+ 6.3% |
$68K - $79.8K
|
1.91K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
110New |
$66.2K - $77.7K
|
110
$66.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
108+ 29.35% |
$65K - $76.3K
|
476
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
107+ 13.75% |
$64.4K - $75.6K
|
885
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107+ 8.77% |
$64.4K - $75.6K
|
1.33K
$798K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
101+ 1.67% |
$60.8K - $71.3K
|
6.15K
$3.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
94+ 7.92% |
$56.6K - $66.4K
|
1.28K
$771K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
93New |
$56K - $65.7K
|
93
$55.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
91+ 10.44% |
$54.8K - $64.3K
|
963
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
89+ 0.09% |
$53.6K - $62.9K
|
96.2K
$57.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
89+ 10.36% |
$53.6K - $62.9K
|
948
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
87+ 11.23% |
$52.4K - $61.4K
|
862
$519K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
87+ 25.66% |
$52.4K - $61.4K
|
426
$256K
|