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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.47K- 1.26% |
$799K - $1.16M
|
115K
$86.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
267New |
$145K - $210K
|
267
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4- 0.09% |
$2.18K - $3.15K
|
4.6K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
297New |
$162K - $234K
|
297
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
345New |
$188K - $272K
|
345
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-640- 1.48% |
$348K - $504K
|
42.6K
$32M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
422New |
$230K - $332K
|
422
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
305New |
$166K - $240K
|
305
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
47+ 2.9% |
$25.6K - $37K
|
1.67K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2+ 12.5% |
$1.09K - $1.58K
|
18
$13.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
276New |
$150K - $217K
|
276
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-157- 2.73% |
$85.4K - $124K
|
5.6K
$4.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-19- 0.31% |
$10.3K - $15K
|
6.1K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
343New |
$187K - $270K
|
343
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
109+ 12.12% |
$59.3K - $85.9K
|
1.01K
$759K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.17% |
$1.09K - $1.58K
|
1.16K
$873K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
316+ 6.03% |
$172K - $249K
|
5.56K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
18.9K+ 5436.21% |
$10.3M - $14.9M
|
19.3K
$14.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.77K+ 14.54% |
$964K - $1.4M
|
14K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-346- 0.83% |
$188K - $273K
|
41.1K
$30.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 3.61% |
$1.63K - $2.36K
|
86
$64.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
14New |
$7.62K - $11K
|
14
$10.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
117+ 25.83% |
$63.7K - $92.2K
|
570
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
314+ 4.27% |
$171K - $247K
|
7.67K
$5.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 0.87% |
$1.09K - $1.58K
|
233
$175K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
352New |
$192K - $277K
|
352
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
13.8K+ 45896.67% |
$7.49M - $10.8M
|
13.8K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 1.04% |
$1.63K - $2.36K
|
286
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.14% |
$1.09K - $1.58K
|
1.46K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 5.53% |
$27.2K - $39.4K
|
854
$643K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
482+ 8.75% |
$262K - $380K
|
5.99K
$4.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
339New |
$184K - $267K
|
339
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
397New |
$216K - $313K
|
397
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.18K+ 25.58% |
$640K - $927K
|
5.78K
$4.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$1.09K - $1.58K
|
2
$1.51K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-23- 0.45% |
$12.5K - $18.1K
|
5.14K
$3.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 34.48% |
$5.44K - $7.88K
|
39
$29.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17+ 3.99% |
$9.25K - $13.4K
|
443
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.26% |
$1.09K - $1.58K
|
768
$578K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47+ 4.64% |
$25.6K - $37K
|
1.06K
$799K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-110- 15.6% |
$59.8K - $86.6K
|
595
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
264New |
$144K - $208K
|
264
$199K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6+ 0.39% |
$3.26K - $4.73K
|
1.53K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
3.2KNew |
$1.74M - $2.52M
|
3.2K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
263New |
$143K - $207K
|
263
$198K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4- 0.73% |
$2.18K - $3.15K
|
546
$411K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-494- 24.25% |
$269K - $389K
|
1.54K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
42.9KNew |
$23.4M - $33.8M
|
42.9K
$32.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
78+ 8.9% |
$42.4K - $61.4K
|
954
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
39+ 8.41% |
$21.2K - $30.7K
|
503
$379K
|