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 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
205+ 8.92% |
$114K - $129K
|
2.5K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
51+ 4.89% |
$28.3K - $32.1K
|
1.1K
$827K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 0.28% |
$1.11K - $1.26K
|
705
$533K
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
SELL
|
- |
-7- 0.14% |
$3.89K - $4.41K
|
4.84K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7+ 0.8% |
$3.89K - $4.41K
|
878
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
176+ 49.58% |
$97.8K - $111K
|
531
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.19K- 4.06% |
$1.22M - $1.38M
|
51.8K
$39.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 47.39% |
$590K - $669K
|
1.18K
$891K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-211- 2.32% |
$117K - $133K
|
8.88K
$6.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
584+ 8.15% |
$324K - $368K
|
7.75K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-389- 0.12% |
$216K - $245K
|
314K
$237M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
448+ 33.38% |
$249K - $282K
|
1.79K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22+ 5.85% |
$12.2K - $13.9K
|
398
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-71- 17.66% |
$39.4K - $44.7K
|
331
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
170+ 5.77% |
$94.5K - $107K
|
3.12K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-7.79K- 48.13% |
$4.33M - $4.91M
|
8.4K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
73+ 3.09% |
$40.6K - $46K
|
2.44K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 0.69% |
$27.8K - $31.5K
|
7.29K
$5.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-20.1K- 53.48% |
$11.2M - $12.7M
|
17.5K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
274+ 3.72% |
$152K - $173K
|
7.64K
$5.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-42.2K- 26.33% |
$23.5M - $26.6M
|
118K
$89.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.26K- 14.49% |
$702K - $797K
|
7.46K
$5.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
133+ 177.33% |
$73.9K - $83.8K
|
208
$157K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2+ 0.57% |
$1.11K - $1.26K
|
352
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.51% |
$111K - $126K
|
13.1K
$9.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 4.0% |
$27.8K - $31.5K
|
1.2K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
411+ 1.3% |
$228K - $259K
|
31.9K
$24.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-64- 2.62% |
$35.6K - $40.3K
|
2.38K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 8.12% |
$15.6K - $17.6K
|
373
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-153- 7.78% |
$85K - $96.4K
|
1.81K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-17- 73.91% |
$9.45K - $10.7K
|
6
$4.53K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
87+ 2.97% |
$48.3K - $54.8K
|
3.01K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
84+ 2.31% |
$46.7K - $52.9K
|
3.72K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-30- 5.0% |
$16.7K - $18.9K
|
570
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-102- 1.58% |
$56.7K - $64.3K
|
6.35K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
10+ 0.54% |
$5.56K - $6.3K
|
1.87K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
PUT |
185KNew |
$103M - $117M
|
185K
$140M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21+ 5.34% |
$11.7K - $13.2K
|
414
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
139+ 3.75% |
$77.2K - $87.6K
|
3.85K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-516- 45.83% |
$287K - $325K
|
610
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.26% |
$111K - $126K
|
75.9K
$57.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
615+ 10.43% |
$342K - $388K
|
6.51K
$4.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-5.91K- 7.5% |
$3.28M - $3.72M
|
72.8K
$55M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-147- 3.43% |
$81.7K - $92.6K
|
4.14K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.29K+ 26.98% |
$3.49M - $3.96M
|
29.6K
$22.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.56K+ 2.45% |
$864K - $980K
|
65.1K
$49.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
500+ 100.0% |
$278K - $315K
|
1K
$755K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
114+ 6.64% |
$63.3K - $71.8K
|
1.83K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
99KNew |
$55M - $62.4M
|
99K
$74.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
937+ 15.8% |
$521K - $591K
|
6.87K
$5.19M
|