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 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-264- 19.86% |
$147K - $166K
|
1.07K
$804K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
110+ 23.91% |
$61.1K - $69.3K
|
570
$431K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
383+ 80.46% |
$213K - $241K
|
859
$649K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-226- 18.09% |
$126K - $142K
|
1.02K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
104+ 9.06% |
$57.8K - $65.5K
|
1.25K
$946K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-144- 3.3% |
$80K - $90.8K
|
4.22K
$3.18M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.11K+ 59.7% |
$614K - $696K
|
2.96K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.28MNew |
$711M - $806M
|
1.28M
$966M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-40- 2.57% |
$22.2K - $25.2K
|
1.52K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
13.5K+ 71.29% |
$7.52M - $8.53M
|
32.5K
$24.6M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-606- 0.97% |
$337K - $382K
|
62K
$46.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
115+ 7.93% |
$63.9K - $72.5K
|
1.57K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 33.03% |
$860K - $975K
|
6.23K
$4.71M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-890- 0.3% |
$495K - $561K
|
295K
$223M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 9.38% |
$3.33K - $3.78K
|
70
$52.9K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 24.39% |
$5.56K - $6.3K
|
31
$23.4K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
4.04K+ 168.5% |
$2.25M - $2.55M
|
6.44K
$4.87M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
350+ 1400.0% |
$194K - $221K
|
375
$283K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2- 8.7% |
$1.11K - $1.26K
|
21
$15.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2+ 2.78% |
$1.11K - $1.26K
|
74
$55.9K
|
|
|
May 01, 2025
Q1 2025
|
Ownership Capital B.V.
|
SELL
|
- |
-41.4K- 15.68% |
$23M - $26.1M
|
223K
$168M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.23% |
$1.11K - $1.26K
|
874
$660K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-338- 52.98% |
$188K - $213K
|
300
$227K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.74K- 0.51% |
$964K - $1.09M
|
340K
$257M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.13K- 3.01% |
$628K - $712K
|
36.4K
$27.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-608- 17.25% |
$338K - $383K
|
2.92K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
833+ 1.03% |
$463K - $525K
|
82.1K
$62M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.26K+ 2329.9% |
$1.26M - $1.42M
|
2.36K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.67K- 22.36% |
$1.48M - $1.68M
|
9.26K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.55K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-68- 3.35% |
$37.8K - $42.9K
|
1.96K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 2.94% |
$556 - $630
|
33
$24.9K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-191- 23.76% |
$106K - $120K
|
613
$463K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 10.13% |
$976K - $1.11M
|
19.1K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
82New |
$45.6K - $51.7K
|
82
$61.9K
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-266- 0.41% |
$148K - $168K
|
64.2K
$48.5M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14KNew |
$7.8M - $8.85M
|
14K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-17- 3.31% |
$9.45K - $10.7K
|
496
$375K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-127- 5.84% |
$70.6K - $80K
|
2.05K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$6.41M - $7.27M
|
11.5K
$8.72M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
56+ 15.43% |
$31.1K - $35.3K
|
419
$317K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 2.33% |
$1.11K - $1.26K
|
88
$66.5K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-220- 1.46% |
$122K - $139K
|
14.9K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 7.58% |
$2.78K - $3.15K
|
71
$53.6K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$3.94M - $4.47M
|
7.1K
$5.36M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-540- 49.41% |
$300K - $340K
|
553
$418K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-50- 1.15% |
$27.8K - $31.5K
|
4.29K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.26% |
$556 - $630
|
389
$294K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 20.47% |
$96.7K - $110K
|
676
$511K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.57K+ 68.85% |
$4.76M - $5.4M
|
21K
$15.9M
|