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 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
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-446- 1.74% |
$248K - $281K
|
25.1K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.23% |
$556 - $630
|
445
$336K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-197- 7.12% |
$109K - $124K
|
2.57K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-185- 0.13% |
$103K - $117K
|
143K
$108M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-156K- 38.18% |
$86.6M - $98.3M
|
252K
$191M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
72+ 8.25% |
$40K - $45.4K
|
945
$714K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-792- 51.83% |
$440K - $499K
|
736
$556K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-238- 11.91% |
$132K - $150K
|
1.76K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-913- 0.65% |
$507K - $575K
|
139K
$105M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8- 0.61% |
$4.45K - $5.04K
|
1.3K
$983K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-86- 0.76% |
$47.8K - $54.2K
|
11.2K
$8.47M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
201+ 0.64% |
$112K - $127K
|
31.4K
$23.7M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-194- 56.07% |
$108K - $122K
|
152
$115K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-230- 9.88% |
$128K - $145K
|
2.1K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 94.92% |
$31.1K - $35.3K
|
115
$86.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 2.6% |
$5K - $5.67K
|
337
$255K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.3K- 76.01% |
$6.3M - $7.14M
|
3.58K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-13- 3.25% |
$7.22K - $8.19K
|
387
$292K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
407+ 14.09% |
$226K - $257K
|
3.3K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-172- 14.01% |
$95.6K - $108K
|
1.06K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
113+ 15.63% |
$62.8K - $71.2K
|
836
$631K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21- 4.48% |
$11.7K - $13.2K
|
448
$338K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.55K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
6+ 0.43% |
$3.33K - $3.78K
|
1.4K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9- 0.01% |
$5K - $5.67K
|
177K
$134M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-150- 0.88% |
$83.3K - $94.5K
|
17K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15+ 3.88% |
$8.33K - $9.45K
|
402
$304K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-47- 3.72% |
$26.1K - $29.6K
|
1.22K
$919K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
835+ 3.39% |
$464K - $526K
|
25.5K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.59K- 21.29% |
$1.99M - $2.26M
|
13.3K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
459+ 110.6% |
$255K - $289K
|
874
$660K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
18New |
$10K - $11.3K
|
18
$13.6K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 11.11% |
$111K - $126K
|
2K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-32- 2.05% |
$17.8K - $20.2K
|
1.53K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-89.6K- 89.01% |
$49.8M - $56.5M
|
11.1K
$8.36M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
217+ 59.94% |
$121K - $137K
|
579
$437K
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
BUY
|
- |
31.5K+ 32.03% |
$17.5M - $19.8M
|
130K
$98M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.7K+ 220.57% |
$5.95M - $6.74M
|
15.6K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-4.56K- 6.37% |
$2.53M - $2.87M
|
66.9K
$50.5M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-4.49K- 5.56% |
$2.5M - $2.83M
|
76.2K
$57.6M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
30+ 0.98% |
$16.7K - $18.9K
|
3.1K
$2.34M
|