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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.53% |
$2.22K - $2.52K
|
749
$566K
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.9K- 19.53% |
$1.06M - $1.2M
|
7.83K
$5.92M
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
446New |
$248K - $281K
|
446
$337K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-25- 2.72% |
$13.9K - $15.8K
|
894
$675K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
5+ 1.43% |
$2.78K - $3.15K
|
354
$267K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
54+ 6.61% |
$30K - $34K
|
871
$658K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
295K+ 1.09% |
$164M - $186M
|
27.3M
$20.6B
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 5.0% |
$8.33K - $9.45K
|
315
$238K
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-192- 3.22% |
$107K - $121K
|
5.78K
$4.36M
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-128- 4.89% |
$71.1K - $80.7K
|
2.49K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-141K- 14.56% |
$78.5M - $89.1M
|
829K
$626M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-162- 1.15% |
$90K - $102K
|
14K
$10.5M
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-56.3K- 3.91% |
$31.3M - $35.5M
|
1.38M
$1.05B
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-32- 1.68% |
$17.8K - $20.2K
|
1.87K
$1.42M
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.13K- 48.52% |
$627K - $711K
|
1.2K
$904K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 6.21% |
$14.4K - $16.4K
|
445
$336K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
82.4K+ 4.69% |
$45.8M - $51.9M
|
1.84M
$1.39B
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
34.8KNew |
$19.3M - $21.9M
|
34.8K
$26.3M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
181+ 1.88% |
$101K - $114K
|
9.79K
$7.39M
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-75- 12.91% |
$41.7K - $47.3K
|
506
$382K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-51- 3.03% |
$28.3K - $32.1K
|
1.63K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.02K- 13.64% |
$1.12M - $1.27M
|
12.8K
$9.65M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
117+ 1.35% |
$65K - $73.7K
|
8.78K
$6.63M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.54% |
$7.22K - $8.19K
|
2.41K
$1.82M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
330+ 24.94% |
$183K - $208K
|
1.65K
$1.25M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-133- 99.25% |
$73.9K - $83.8K
|
1
$755
|
|
May 08, 2025
Q1 2025
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
27.1KNew |
$15M - $17.1M
|
27.1K
$20.4M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.67K- 8.46% |
$2.04M - $2.31M
|
39.7K
$30M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.93K- 44.88% |
$4.96M - $5.63M
|
11K
$8.29M
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
1+ 0.02% |
$556 - $630
|
5.75K
$4.34M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
241+ 4.66% |
$134K - $152K
|
5.41K
$4.09M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-33.8K- 45.24% |
$18.8M - $21.3M
|
41K
$30.9M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-23- 2.17% |
$12.8K - $14.5K
|
1.04K
$784K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-331- 22.52% |
$184K - $209K
|
1.14K
$860K
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-17.6K- 36.94% |
$9.78M - $11.1M
|
30K
$22.7M
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
346New |
$192K - $218K
|
346
$261K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.68% |
$10.6K - $12K
|
1.15K
$871K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 1.0% |
$11.1K - $12.6K
|
2.02K
$1.52M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-9.71K- 17.5% |
$5.4M - $6.12M
|
45.8K
$34.6M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.53K- 53.1% |
$848K - $962K
|
1.35K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
947+ 27.9% |
$526K - $597K
|
4.34K
$3.28M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-996- 13.09% |
$553K - $628K
|
6.61K
$5M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
356+ 0.71% |
$198K - $224K
|
50.4K
$38.1M
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-3.4K- 12.89% |
$1.89M - $2.14M
|
23K
$17.4M
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
43.8K+ 11.26% |
$24.4M - $27.6M
|
433K
$327M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
117+ 3.55% |
$65K - $73.7K
|
3.41K
$2.58M
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-60- 1.65% |
$33.3K - $37.8K
|
3.59K
$2.71M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-239- 0.57% |
$133K - $151K
|
41.4K
$31.3M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
943New |
$524K - $594K
|
943
$712K
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-7.09K- 8.21% |
$3.94M - $4.47M
|
79.2K
$59.8M
|