Latest Institutional Transactions on Intuit Inc (INTU)
This table provides information on the latest institutional transactions involving Intuit Inc (INTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.17K- 11.46% |
$753K - $802K
|
9.07K
$5.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-188K- 22.98% |
$121M - $129M
|
632K
$408M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26- 6.81% |
$16.7K - $17.8K
|
356
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15+ 3.92% |
$9.63K - $10.3K
|
398
$257K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
1+ 0.05% |
$642 - $683
|
1.88K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
139+ 3.22% |
$89.2K - $95K
|
4.46K
$2.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-191- 29.8% |
$123K - $131K
|
450
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-310- 0.4% |
$199K - $212K
|
77.5K
$50.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.08K- 12.43% |
$3.9M - $4.15M
|
42.8K
$27.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
58+ 4.47% |
$37.2K - $39.6K
|
1.36K
$875K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-998- 42.23% |
$641K - $682K
|
1.37K
$882K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.38% |
$9.63K - $10.3K
|
1.1K
$713K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
464+ 5.33% |
$298K - $317K
|
9.17K
$5.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-144- 16.02% |
$92.4K - $98.4K
|
755
$488K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
168+ 21.29% |
$108K - $115K
|
957
$618K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-15- 30.61% |
$9.63K - $10.3K
|
34
$22K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-30- 1.2% |
$19.3K - $20.5K
|
2.48K
$1.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-32- 3.84% |
$20.5K - $21.9K
|
801
$517K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6+ 0.87% |
$3.85K - $4.1K
|
696
$450K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
41+ 1.69% |
$26.3K - $28K
|
2.47K
$1.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3- 0.63% |
$1.93K - $2.05K
|
473
$306K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
7+ 20.0% |
$4.49K - $4.78K
|
42
$27.1K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-66- 15.42% |
$42.4K - $45.1K
|
362
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
311New |
$200K - $213K
|
311
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 50.0% |
$3.21K - $3.42K
|
15
$9.69K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
434+ 4.43% |
$279K - $297K
|
10.2K
$6.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-18- 1.62% |
$11.6K - $12.3K
|
1.09K
$705K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
381New |
$245K - $260K
|
381
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 15.38% |
$2.57K - $2.73K
|
30
$19.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-18- 0.21% |
$11.6K - $12.3K
|
8.36K
$5.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-15- 0.74% |
$9.63K - $10.3K
|
2.01K
$1.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
881+ 26.07% |
$565K - $602K
|
4.26K
$2.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
10+ 2.54% |
$6.42K - $6.83K
|
404
$261K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 1.09% |
$3.21K - $3.42K
|
463
$299K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
247+ 11.71% |
$159K - $169K
|
2.36K
$1.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.26% |
$1.28K - $1.37K
|
776
$501K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
428+ 11.46% |
$275K - $292K
|
4.16K
$2.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-18- 3.89% |
$11.6K - $12.3K
|
445
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7- 1.2% |
$4.49K - $4.78K
|
575
$371K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-16- 4.34% |
$10.3K - $10.9K
|
353
$228K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-13- 14.61% |
$8.34K - $8.88K
|
76
$49.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
18.5K+ 2166.2% |
$11.9M - $12.7M
|
19.4K
$12.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
327New |
$210K - $223K
|
327
$211K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.82K+ 60.76% |
$5.02M - $5.35M
|
20.7K
$13.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
91+ 7.4% |
$58.4K - $62.2K
|
1.32K
$853K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
201+ 12.98% |
$129K - $137K
|
1.75K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
447New |
$287K - $305K
|
447
$289K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 3.36% |
$39.8K - $42.4K
|
1.78K
$1.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53K+ 73.98% |
$980K - $1.04M
|
3.59K
$2.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 1.22% |
$9.63K - $10.3K
|
1.24K
$801K
|
|