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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
34+ 4.44% |
$18.9K - $21.4K
|
800
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308+ 28.26% |
$171K - $194K
|
1.4K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-10- 2.6% |
$5.56K - $6.3K
|
375
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$15.6K - $17.6K
|
28
$21.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
400+ 43.1% |
$222K - $252K
|
1.33K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-4- 1.06% |
$2.22K - $2.52K
|
375
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
343New |
$191K - $216K
|
343
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
37+ 4.71% |
$20.6K - $23.3K
|
822
$621K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
25K+ 4.51% |
$13.9M - $15.8M
|
579K
$437M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3- 4.17% |
$1.67K - $1.89K
|
69
$52.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
36+ 9.23% |
$20K - $22.7K
|
426
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-13- 1.88% |
$7.22K - $8.19K
|
678
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59+ 3.38% |
$32.8K - $37.2K
|
1.81K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15+ 3.15% |
$8.33K - $9.45K
|
491
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.93% |
$2.78K - $3.15K
|
545
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-3- 20.0% |
$1.67K - $1.89K
|
12
$9.06K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
29.6K+ 11.22% |
$16.4M - $18.6M
|
293K
$221M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
102+ 7.24% |
$56.7K - $64.3K
|
1.51K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.86K+ 0.31% |
$1.59M - $1.8M
|
934K
$706M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
9.43K+ 5.78% |
$5.24M - $5.94M
|
173K
$130M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
9.6K+ 22.58% |
$5.34M - $6.05M
|
52.1K
$39.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
188+ 10.82% |
$104K - $118K
|
1.93K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.81K+ 35.57% |
$3.23M - $3.66M
|
22.1K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 2.48% |
$5.56K - $6.3K
|
394
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
122+ 20.64% |
$67.8K - $76.9K
|
713
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
91.6K+ 83.68% |
$50.9M - $57.7M
|
201K
$152M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
109+ 30.79% |
$60.6K - $68.7K
|
463
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-520- 2.11% |
$289K - $328K
|
24.2K
$18.3M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
587New |
$326K - $370K
|
587
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
380New |
$211K - $239K
|
380
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-43- 3.03% |
$23.9K - $27.1K
|
1.37K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
178+ 0.44% |
$98.9K - $112K
|
40.7K
$30.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-270- 25.12% |
$150K - $170K
|
805
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
187+ 1.09% |
$104K - $118K
|
17.4K
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
1.41KNew |
$781K - $885K
|
1.41K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-572- 63.0% |
$318K - $360K
|
336
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-197- 3.2% |
$109K - $124K
|
5.95K
$4.5M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
7+ 350.0% |
$3.89K - $4.41K
|
9
$6.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
44+ 11.76% |
$24.4K - $27.7K
|
418
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$15K - $17K
|
27
$20.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.86K+ 6.99% |
$4.37M - $4.95M
|
120K
$90.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 0.14% |
$12.8K - $14.5K
|
16.8K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
108+ 469.57% |
$60K - $68.1K
|
131
$99K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
72+ 2.93% |
$40K - $45.4K
|
2.53K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-451- 0.31% |
$251K - $284K
|
147K
$111M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-28- 13.66% |
$15.6K - $17.6K
|
177
$134K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
180+ 27.03% |
$100K - $113K
|
846
$639K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 5.48% |
$23.9K - $27.1K
|
828
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-631- 1.62% |
$351K - $398K
|
38.4K
$29M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-35- 53.85% |
$19.4K - $22.1K
|
30
$22.7K
|