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 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
168+ 5.16% |
$93.3K - $106K
|
3.42K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
537+ 26.28% |
$298K - $338K
|
2.58K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 1733.33% |
$57.8K - $65.5K
|
110
$83.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
469+ 99.15% |
$261K - $296K
|
942
$712K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 33.53% |
$667K - $757K
|
4.78K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 9.66% |
$7.78K - $8.82K
|
159
$120K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-227- 2.13% |
$126K - $143K
|
10.5K
$7.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-93- 2.35% |
$51.7K - $58.6K
|
3.87K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
768+ 5.72% |
$427K - $484K
|
14.2K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
145+ 9.78% |
$80.6K - $91.4K
|
1.63K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
292+ 2.75% |
$162K - $184K
|
10.9K
$8.24M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-25.6K- 5.25% |
$14.2M - $16.1M
|
462K
$349M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
12.4K+ 99.2% |
$6.89M - $7.81M
|
24.9K
$18.8M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
991+ 2.9% |
$551K - $625K
|
35.2K
$26.6M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.8K- 34.22% |
$2.67M - $3.03M
|
9.23K
$6.97M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
178+ 31.01% |
$98.9K - $112K
|
752
$568K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
84+ 4.78% |
$46.7K - $52.9K
|
1.84K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
218+ 11.95% |
$121K - $137K
|
2.04K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-567- 59.31% |
$315K - $357K
|
389
$294K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 38.77% |
$655K - $743K
|
4.22K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-117- 25.88% |
$65K - $73.7K
|
335
$253K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-145- 9.13% |
$80.6K - $91.4K
|
1.44K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
20+ 0.05% |
$11.1K - $12.6K
|
43.9K
$33.1M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2- 0.28% |
$1.11K - $1.26K
|
707
$534K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11.5K- 74.03% |
$6.39M - $7.25M
|
4.04K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-89- 1.02% |
$49.5K - $56.1K
|
8.63K
$6.52M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-857K- 90.25% |
$476M - $540M
|
92.6K
$69.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-27.7K- 74.38% |
$15.4M - $17.4M
|
9.53K
$7.2M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-57- 10.92% |
$31.7K - $35.9K
|
465
$351K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
50+ 7.61% |
$27.8K - $31.5K
|
707
$534K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$2.78K - $3.15K
|
5
$3.78K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
108+ 30.42% |
$60K - $68.1K
|
463
$350K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-51- 13.04% |
$28.3K - $32.1K
|
340
$257K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.57K+ 11.83% |
$2.54M - $2.88M
|
43.2K
$32.7M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-333- 23.45% |
$185K - $210K
|
1.09K
$821K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-127- 3.16% |
$70.6K - $80K
|
3.9K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
222+ 17.32% |
$123K - $140K
|
1.5K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
37+ 0.95% |
$20.6K - $23.3K
|
3.93K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
228+ 109.62% |
$127K - $144K
|
436
$329K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27K+ 6.68% |
$707K - $802K
|
20.3K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
65+ 10.48% |
$36.1K - $41K
|
685
$517K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$9.38M - $10.6M
|
16.9K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
884+ 47.05% |
$491K - $557K
|
2.76K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
370+ 0.13% |
$206K - $233K
|
275K
$208M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.27% |
$556 - $630
|
375
$283K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.73% |
$556 - $630
|
138
$104K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
72+ 17.69% |
$40K - $45.4K
|
479
$362K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.85KNew |
$3.25M - $3.68M
|
5.85K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.62KNew |
$898K - $1.02M
|
1.62K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-130- 25.84% |
$72.2K - $81.9K
|
373
$282K
|