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 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
91+ 10.44% |
$54.8K - $64.3K
|
963
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
89+ 10.36% |
$53.6K - $62.9K
|
948
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
89+ 0.09% |
$53.6K - $62.9K
|
96.2K
$55.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
87+ 0.28% |
$52.4K - $61.4K
|
31K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
87+ 11.23% |
$52.4K - $61.4K
|
862
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
87+ 25.66% |
$52.4K - $61.4K
|
426
$247K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 61.15% |
$51.2K - $60K
|
224
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 3.57% |
$50.6K - $59.3K
|
2.44K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
82+ 1.52% |
$49.4K - $57.9K
|
5.48K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
79+ 1.36% |
$47.6K - $55.8K
|
5.87K
$3.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
76+ 2.32% |
$45.8K - $53.7K
|
3.35K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
76+ 17.47% |
$45.8K - $53.7K
|
511
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
74+ 1.56% |
$44.5K - $52.3K
|
4.81K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
73+ 3.49% |
$43.9K - $51.6K
|
2.16K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
73+ 3.77% |
$43.9K - $51.6K
|
2.01K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
72+ 0.79% |
$43.3K - $50.9K
|
9.22K
$5.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71+ 2.64% |
$42.7K - $50.1K
|
2.77K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68+ 0.63% |
$40.9K - $48K
|
10.9K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
68+ 3.36% |
$40.9K - $48K
|
2.09K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
67+ 3.55% |
$40.3K - $47.3K
|
1.95K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
66New |
$39.7K - $46.6K
|
66
$38.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
66+ 20.06% |
$39.7K - $46.6K
|
395
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 10.05% |
$39.7K - $46.6K
|
723
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65+ 2.87% |
$39.1K - $45.9K
|
2.33K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
65+ 0.16% |
$39.1K - $45.9K
|
41.6K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
65+ 6.28% |
$39.1K - $45.9K
|
1.1K
$637K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 6500.0% |
$39.1K - $45.9K
|
66
$38.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 9.32% |
$38.5K - $45.2K
|
751
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
64+ 12.57% |
$38.5K - $45.2K
|
573
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
64+ 9.04% |
$38.5K - $45.2K
|
772
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
63+ 3.36% |
$37.9K - $44.5K
|
1.94K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
63+ 0.65% |
$37.9K - $44.5K
|
9.75K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
62+ 8.73% |
$37.3K - $43.8K
|
772
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 9.41% |
$36.7K - $43.1K
|
709
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
60+ 11.3% |
$36.1K - $42.4K
|
591
$342K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
59+ 1.96% |
$35.5K - $41.7K
|
3.08K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
58+ 4.12% |
$34.9K - $41K
|
1.47K
$849K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 5.39% |
$34.9K - $41K
|
1.13K
$656K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
57+ 12.61% |
$34.3K - $40.3K
|
509
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
56+ 2.59% |
$33.7K - $39.6K
|
2.22K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56+ 8.7% |
$33.7K - $39.6K
|
700
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
55+ 2.83% |
$33.1K - $38.8K
|
2K
$1.16M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 22.92% |
$33.1K - $38.8K
|
295
$171K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
55+ 6.68% |
$33.1K - $38.8K
|
878
$508K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
55+ 0.11% |
$33.1K - $38.8K
|
49.7K
$28.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
54+ 3.16% |
$32.5K - $38.1K
|
1.76K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
53+ 5.71% |
$31.9K - $37.4K
|
982
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53+ 0.49% |
$31.9K - $37.4K
|
10.9K
$6.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
52+ 13.3% |
$31.3K - $36.7K
|
443
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51+ 4.39% |
$30.7K - $36K
|
1.21K
$702K
|