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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-660- 51.97% |
$359K - $520K
|
610
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-497- 3.68% |
$270K - $391K
|
13K
$9.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
624New |
$339K - $491K
|
624
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 7.94% |
$2.72K - $3.94K
|
58
$43.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
53+ 3.48% |
$28.8K - $41.7K
|
1.58K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-35- 0.64% |
$19K - $27.6K
|
5.41K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-58- 6.61% |
$31.6K - $45.7K
|
819
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-1.5K- 5.93% |
$814K - $1.18M
|
23.8K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15+ 0.91% |
$8.16K - $11.8K
|
1.67K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
236+ 12.08% |
$128K - $186K
|
2.19K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.28K+ 10.29% |
$1.24M - $1.79M
|
24.4K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
28+ 0.66% |
$15.2K - $22.1K
|
4.24K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 10.0% |
$8.16K - $11.8K
|
135
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$544 - $788
|
364
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 4.89% |
$9.25K - $13.4K
|
331
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
31+ 0.37% |
$16.9K - $24.4K
|
8.41K
$6.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
329New |
$179K - $259K
|
329
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
53+ 2.01% |
$28.8K - $41.7K
|
2.7K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.9K+ 369.64% |
$1.58M - $2.28M
|
3.68K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.73K- 51.76% |
$942K - $1.36M
|
1.61K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-208- 24.13% |
$113K - $164K
|
654
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-232- 27.01% |
$126K - $183K
|
627
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
21+ 4.88% |
$11.4K - $16.5K
|
451
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
319New |
$174K - $251K
|
319
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
65+ 13.37% |
$35.4K - $51.2K
|
551
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-268- 2.15% |
$146K - $211K
|
12.2K
$9.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.12K- 3.37% |
$610K - $883K
|
32.2K
$24.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
459New |
$250K - $362K
|
459
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 11.83% |
$5.98K - $8.66K
|
82
$61.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 3.92% |
$7.07K - $10.2K
|
345
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.09KNew |
$1.14M - $1.65M
|
2.09K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2- 0.56% |
$1.09K - $1.58K
|
358
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-114- 1.32% |
$62K - $89.8K
|
8.52K
$6.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
5.74K+ 3.93% |
$3.12M - $4.52M
|
152K
$114M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
276+ 52.77% |
$150K - $217K
|
799
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
346New |
$188K - $273K
|
346
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-2- 0.43% |
$1.09K - $1.58K
|
460
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.27% |
$544 - $788
|
45
$34K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
8.25K+ 2077.33% |
$4.49M - $6.5M
|
8.64K
$6.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
38+ 2.76% |
$20.7K - $29.9K
|
1.42K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-533- 12.86% |
$290K - $420K
|
3.61K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
9New |
$4.9K - $7.09K
|
9
$6.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.85% |
$3.81K - $5.51K
|
833
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
138+ 0.87% |
$75.1K - $109K
|
16K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-212- 1.24% |
$115K - $167K
|
16.9K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-14K- 81.28% |
$7.63M - $11M
|
3.23K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-18- 0.96% |
$9.79K - $14.2K
|
1.85K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1+ 0.14% |
$544 - $788
|
694
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
342New |
$186K - $269K
|
342
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
8+ 2.38% |
$4.35K - $6.3K
|
344
$260K
|