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 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
32+ 7.16% |
$17.8K - $20.2K
|
479
$362K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
133+ 4.78% |
$73.9K - $83.8K
|
2.92K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
163+ 36.79% |
$90.6K - $103K
|
606
$458K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.82K+ 2.06% |
$3.24M - $3.67M
|
289K
$218M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
464New |
$258K - $292K
|
464
$350K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
11K+ 10.13% |
$6.13M - $6.95M
|
120K
$90.6M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.94% |
$556 - $630
|
105
$79.3K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.02K- 11.04% |
$567K - $643K
|
8.22K
$6.21M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-392- 36.77% |
$218K - $247K
|
674
$509K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-9.18K- 6.12% |
$5.1M - $5.78M
|
141K
$106M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
522+ 3.31% |
$290K - $329K
|
16.3K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-116- 1.42% |
$64.5K - $73.1K
|
8.07K
$6.09M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-2.24K- 9.76% |
$1.24M - $1.41M
|
20.7K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
63+ 12.45% |
$35K - $39.7K
|
569
$430K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-37.2K- 21.65% |
$20.6M - $23.4M
|
134K
$102M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
180+ 9.72% |
$100K - $113K
|
2.03K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
132+ 1.39% |
$73.3K - $83.2K
|
9.63K
$7.28M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-136- 20.42% |
$75.6K - $85.7K
|
530
$400K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.66% |
$1.67K - $1.89K
|
458
$346K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.4K- 6.56% |
$7.43M - $8.43M
|
190K
$144M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8+ 0.34% |
$4.45K - $5.04K
|
2.35K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
390New |
$217K - $246K
|
390
$295K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-8- 0.61% |
$4.45K - $5.04K
|
1.3K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-782- 53.16% |
$435K - $493K
|
689
$520K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.3K+ 14.77% |
$1.28M - $1.45M
|
17.9K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-24- 5.47% |
$13.3K - $15.1K
|
415
$313K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-182- 12.76% |
$101K - $115K
|
1.24K
$940K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-144K- 53.33% |
$80.2M - $91M
|
126K
$95.4M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
415New |
$231K - $262K
|
415
$313K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 2.59% |
$11.1K - $12.6K
|
791
$597K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-456- 2.5% |
$253K - $287K
|
17.8K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
29KNew |
$16.1M - $18.3M
|
29K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
331New |
$184K - $209K
|
331
$250K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
5+ 0.37% |
$2.78K - $3.15K
|
1.37K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 4.78% |
$12.2K - $13.9K
|
438
$331K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
26+ 0.85% |
$14.4K - $16.4K
|
3.08K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-306- 7.3% |
$170K - $193K
|
3.88K
$2.93M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
185+ 3.08% |
$103K - $117K
|
6.19K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-8- 0.17% |
$4.45K - $5.04K
|
4.8K
$3.63M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25New |
$13.9K - $15.8K
|
25
$18.9K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11+ 2.81% |
$6.11K - $6.93K
|
402
$304K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.08K+ 12.61% |
$1.15M - $1.31M
|
18.6K
$14M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
302+ 3.6% |
$168K - $190K
|
8.69K
$6.56M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 3.16% |
$12.2K - $13.9K
|
718
$542K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.97K- 18.44% |
$1.1M - $1.24M
|
8.73K
$6.59M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
8.1K+ 2.14% |
$4.5M - $5.1M
|
386K
$291M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
220+ 0.08% |
$122K - $139K
|
261K
$197M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.26KNew |
$2.37M - $2.68M
|
4.26K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 37.1% |
$12.8K - $14.5K
|
39
$29.5K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-195- 2.09% |
$108K - $123K
|
9.15K
$6.91M
|