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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
421+ 11.78% |
$234K - $265K
|
4K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22+ 2.38% |
$12.2K - $13.9K
|
946
$715K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-7- 5.83% |
$3.89K - $4.41K
|
113
$85.4K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 14.1% |
$23.9K - $27.1K
|
262
$198K
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
117K+ 32.24% |
$65M - $73.7M
|
480K
$362M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
260+ 55.08% |
$144K - $164K
|
732
$553K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.63K+ 7.12% |
$3.68M - $4.18M
|
99.7K
$75.3M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-44- 1.25% |
$24.4K - $27.7K
|
3.48K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9K+ 16.19% |
$5M - $5.67M
|
64.5K
$48.8M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
724New |
$402K - $456K
|
724
$547K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
570+ 0.22% |
$317K - $359K
|
264K
$200M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
182+ 1.56% |
$101K - $115K
|
11.8K
$8.95M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
58+ 0.99% |
$32.2K - $36.6K
|
5.9K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
359+ 19.73% |
$199K - $226K
|
2.18K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
7+ 0.63% |
$3.89K - $4.41K
|
1.12K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32.2K- 94.16% |
$17.9M - $20.3M
|
2K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.4K+ 56.79% |
$7.99M - $9.07M
|
39.7K
$30M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-4.15K- 15.63% |
$2.31M - $2.62M
|
22.4K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
45+ 3.34% |
$25K - $28.4K
|
1.39K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$1.11K - $1.26K
|
2
$1.51K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 2.8% |
$278K - $315K
|
17.3K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-501- 4.61% |
$278K - $316K
|
10.4K
$7.82M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
134+ 15.91% |
$74.5K - $84.5K
|
976
$737K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$556 - $630
|
624
$471K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-319- 4.65% |
$177K - $201K
|
6.54K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-625- 6.13% |
$347K - $394K
|
9.57K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-24- 1.98% |
$13.3K - $15.1K
|
1.19K
$898K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.57% |
$2.22K - $2.52K
|
700
$529K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-289- 2.17% |
$161K - $182K
|
13K
$9.82M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.97K+ 517.84% |
$3.87M - $4.39M
|
8.31K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-77- 3.19% |
$42.8K - $48.5K
|
2.34K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
43+ 1.35% |
$23.9K - $27.1K
|
3.22K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-15K- 25.66% |
$8.33M - $9.45M
|
43.4K
$32.8M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
15+ 3.9% |
$8.33K - $9.45K
|
400
$302K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-148K- 59.35% |
$82.3M - $93.4M
|
101K
$76.6M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-325- 15.74% |
$181K - $205K
|
1.74K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-564- 11.98% |
$313K - $355K
|
4.14K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-22- 0.48% |
$12.2K - $13.9K
|
4.59K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
87+ 15.0% |
$48.3K - $54.8K
|
667
$504K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
771New |
$428K - $486K
|
771
$582K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.29K- 3.47% |
$1.27M - $1.44M
|
63.8K
$48.2M
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-65.4K- 16.37% |
$36.3M - $41.2M
|
334K
$252M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-250- 31.37% |
$139K - $158K
|
547
$413K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
36.5K+ 1.2% |
$20.3M - $23M
|
3.08M
$2.33B
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$1.67K - $1.89K
|
3
$2.27K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.44MNew |
$798M - $905M
|
1.44M
$1.09B
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
2.05K+ 22.04% |
$1.14M - $1.29M
|
11.4K
$8.58M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.49K- 7.2% |
$2.49M - $2.83M
|
57.8K
$43.7M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 4.54% |
$669K - $759K
|
25.3K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
11.5K+ 66.87% |
$6.38M - $7.24M
|
28.7K
$21.7M
|