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 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
217+ 36.47% |
$118K - $171K
|
812
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1- 0.28% |
$544 - $788
|
361
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.17% |
$544 - $788
|
599
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
333+ 0.72% |
$181K - $262K
|
46.4K
$34.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
58+ 11.05% |
$31.6K - $45.7K
|
583
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-12- 1.44% |
$6.53K - $9.45K
|
820
$617K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$544 - $788
|
629
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
360+ 4.83% |
$196K - $284K
|
7.82K
$5.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
20+ 2.47% |
$10.9K - $15.8K
|
829
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
513New |
$279K - $404K
|
513
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
83+ 20.29% |
$45.2K - $65.4K
|
492
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
396+ 80.49% |
$215K - $312K
|
888
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-34- 1.76% |
$18.5K - $26.8K
|
1.89K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.4K- 4.25% |
$759K - $1.1M
|
31.4K
$23.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
352New |
$192K - $277K
|
352
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 2.22% |
$5.98K - $8.66K
|
507
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11+ 1.84% |
$5.98K - $8.66K
|
608
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
343+ 6.0% |
$187K - $270K
|
6.06K
$4.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
163+ 69.36% |
$88.7K - $128K
|
398
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.24% |
$544 - $788
|
418
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 7.69% |
$544 - $788
|
12
$9.03K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
248+ 165.33% |
$135K - $195K
|
398
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-252- 21.34% |
$137K - $198K
|
929
$699K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17+ 2.69% |
$9.25K - $13.4K
|
649
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
292New |
$159K - $230K
|
292
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
271New |
$147K - $213K
|
271
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11New |
$5.98K - $8.66K
|
11
$8.28K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-25- 7.06% |
$13.6K - $19.7K
|
329
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
336+ 48.55% |
$183K - $265K
|
1.03K
$774K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5- 1.1% |
$2.72K - $3.94K
|
451
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
125+ 2.84% |
$68K - $98.5K
|
4.53K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-142- 12.62% |
$77.3K - $112K
|
983
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4+ 0.11% |
$2.18K - $3.15K
|
3.59K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
304New |
$165K - $239K
|
304
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-7- 0.95% |
$3.81K - $5.51K
|
731
$550K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.31K- 4.86% |
$710K - $1.03M
|
25.5K
$19.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-135- 5.63% |
$73.4K - $106K
|
2.27K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
14K+ 9.55% |
$7.62M - $11M
|
161K
$121M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-112- 97.39% |
$60.9K - $88.2K
|
3
$2.26K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
19+ 0.12% |
$10.3K - $15K
|
16K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-137- 0.28% |
$74.5K - $108K
|
48K
$36.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
17New |
$9.25K - $13.4K
|
17
$12.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
632+ 96.78% |
$344K - $498K
|
1.29K
$967K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 0.3% |
$3.26K - $4.73K
|
2.03K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
567+ 34.1% |
$308K - $447K
|
2.23K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 6.9% |
$4.35K - $6.3K
|
108
$81.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
244+ 6.12% |
$133K - $192K
|
4.23K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
774+ 17.45% |
$421K - $610K
|
5.21K
$3.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-73- 2.64% |
$39.7K - $57.5K
|
2.69K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-7- 1.69% |
$3.81K - $5.51K
|
406
$306K
|