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 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
15.4K+ 1.08% |
$8.58M - $9.73M
|
1.44M
$1.09B
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-52- 3.07% |
$28.9K - $32.8K
|
1.64K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
250+ 0.23% |
$139K - $158K
|
111K
$83.6M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.5K+ 34.88% |
$833K - $945K
|
5.8K
$4.38M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-14- 0.99% |
$7.78K - $8.82K
|
1.4K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
240+ 7.87% |
$133K - $151K
|
3.29K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.8K- 79.66% |
$3.78M - $4.29M
|
1.74K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
83+ 1.43% |
$46.1K - $52.3K
|
5.9K
$4.46M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 50.0% |
$2.78K - $3.15K
|
15
$11.3K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
86+ 5.01% |
$47.8K - $54.2K
|
1.8K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
472+ 13.0% |
$262K - $297K
|
4.1K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-850- 14.22% |
$472K - $536K
|
5.13K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$2.22K - $2.52K
|
4
$3.02K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3- 42.86% |
$1.67K - $1.89K
|
4
$3.02K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
385New |
$214K - $243K
|
385
$291K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
136+ 31.92% |
$75.6K - $85.7K
|
562
$425K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
169+ 8.47% |
$93.9K - $107K
|
2.17K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-121- 22.2% |
$67.2K - $76.3K
|
424
$320K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
582+ 98.64% |
$323K - $367K
|
1.17K
$885K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
22+ 0.88% |
$12.2K - $13.9K
|
2.52K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 0.74% |
$11.7K - $13.2K
|
2.86K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
451
$341K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-3- 0.25% |
$1.67K - $1.89K
|
1.19K
$902K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
15+ 0.35% |
$8.33K - $9.45K
|
4.28K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
48+ 6.78% |
$26.7K - $30.3K
|
756
$571K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 6.28% |
$848K - $962K
|
25.8K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.55K- 13.69% |
$3.64M - $4.13M
|
41.3K
$31.2M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.59K- 3.76% |
$882K - $1M
|
40.6K
$30.7M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1- 0.08% |
$556 - $630
|
1.2K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180+ 56.07% |
$100K - $113K
|
501
$378K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.74K- 21.31% |
$3.19M - $3.61M
|
21.2K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-10- 0.39% |
$5.56K - $6.3K
|
2.58K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.53K- 8.24% |
$3.07M - $3.48M
|
61.6K
$46.5M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-100- 9.09% |
$55.6K - $63K
|
1K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
658+ 86.58% |
$366K - $415K
|
1.42K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
376K+ 55.46% |
$209M - $237M
|
1.05M
$796M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-430- 12.08% |
$239K - $271K
|
3.13K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
200+ 1333.33% |
$111K - $126K
|
215
$162K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
607+ 20.67% |
$337K - $383K
|
3.54K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 17.26% |
$863K - $979K
|
10.6K
$7.97M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
39+ 4.11% |
$21.7K - $24.6K
|
987
$746K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-34- 5.04% |
$18.9K - $21.4K
|
640
$483K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-151- 10.3% |
$83.9K - $95.2K
|
1.32K
$993K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-189K- 68.43% |
$105M - $119M
|
87.1K
$65.8M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-6.8K- 80.29% |
$3.78M - $4.29M
|
1.67K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-950- 12.82% |
$528K - $599K
|
6.46K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3.83K- 91.16% |
$2.13M - $2.41M
|
371
$280K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1+ 0.09% |
$556 - $630
|
1.08K
$819K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
12+ 7.32% |
$6.67K - $7.56K
|
176
$133K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
572New |
$318K - $360K
|
572
$432K
|