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
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 1.15% |
$3.61K - $4.24K
|
515
$310K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 2.67% |
$3.61K - $4.24K
|
219
$132K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7- 1.47% |
$4.21K - $4.94K
|
469
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.79% |
$4.82K - $5.65K
|
1.01K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-8- 0.21% |
$4.82K - $5.65K
|
3.82K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-8- 1.46% |
$4.82K - $5.65K
|
540
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8- 0.66% |
$4.82K - $5.65K
|
1.2K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9- 2.16% |
$5.42K - $6.36K
|
408
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 10.0% |
$5.42K - $6.36K
|
81
$48.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-9- 11.11% |
$5.42K - $6.36K
|
72
$43.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-10- 0.56% |
$6.02K - $7.06K
|
1.78K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10- 1.5% |
$6.02K - $7.06K
|
657
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10- 2.96% |
$6.02K - $7.06K
|
328
$197K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 2.59% |
$6.62K - $7.77K
|
413
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 2.34% |
$6.62K - $7.77K
|
459
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11- 0.39% |
$6.62K - $7.77K
|
2.82K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-12- 3.07% |
$7.22K - $8.48K
|
379
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-13- 2.73% |
$7.83K - $9.18K
|
464
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-14- 2.27% |
$8.43K - $9.89K
|
602
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-15- 50.0% |
$9.03K - $10.6K
|
15
$9.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-15- 1.55% |
$9.03K - $10.6K
|
950
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-15- 1.31% |
$9.03K - $10.6K
|
1.13K
$679K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-15- 1.72% |
$9.03K - $10.6K
|
855
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-15- 3.9% |
$9.03K - $10.6K
|
370
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-16- 0.75% |
$9.63K - $11.3K
|
2.11K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-17- 6.39% |
$10.2K - $12K
|
249
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 15.13% |
$10.8K - $12.7K
|
101
$60.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-19- 0.18% |
$11.4K - $13.4K
|
10.7K
$6.44M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-19- 3.54% |
$11.4K - $13.4K
|
517
$311K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.54% |
$11.4K - $13.4K
|
1.21K
$730K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-20- 2.81% |
$12K - $14.1K
|
692
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 1.58% |
$12K - $14.1K
|
1.24K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 2.92% |
$12K - $14.1K
|
666
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 1.68% |
$12K - $14.1K
|
1.17K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-20- 2.49% |
$12K - $14.1K
|
782
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 0.83% |
$12K - $14.1K
|
2.4K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21- 1.33% |
$12.6K - $14.8K
|
1.56K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.43% |
$12.6K - $14.8K
|
1.45K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-23- 2.15% |
$13.8K - $16.2K
|
1.05K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-24- 2.54% |
$14.4K - $17K
|
922
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.42% |
$14.4K - $17K
|
5.69K
$3.42M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.03% |
$14.4K - $17K
|
69.4K
$41.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.22% |
$15.1K - $17.7K
|
11.4K
$6.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25- 3.62% |
$15.1K - $17.7K
|
665
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 7.2% |
$15.1K - $17.7K
|
322
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-25- 6.28% |
$15.1K - $17.7K
|
373
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $17.7K
|
15.9K
$9.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-26- 1.52% |
$15.7K - $18.4K
|
1.68K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27- 2.77% |
$16.3K - $19.1K
|
946
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-28- 0.85% |
$16.9K - $19.8K
|
3.27K
$1.97M
|