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 23, 2025
Q1 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-5.97K- 99.77% |
$3.31M - $3.76M
|
14
$10.6K
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.84KNew |
$2.14M - $2.42M
|
3.84K
$2.9M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
206+ 21.62% |
$114K - $130K
|
1.16K
$875K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 9.52% |
$1.11K - $1.26K
|
23
$17.4K
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
24+ 5.58% |
$13.3K - $15.1K
|
454
$343K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-227- 4.26% |
$126K - $143K
|
5.11K
$3.86M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.77K- 46.65% |
$4.88M - $5.53M
|
10K
$7.58M
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
1+ 1.69% |
$556 - $630
|
60
$45.3K
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
70+ 1.55% |
$38.9K - $44.1K
|
4.59K
$3.47M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.35% |
$2.78K - $3.15K
|
1.42K
$1.08M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 20.0% |
$5.56K - $6.3K
|
60
$45.3K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
161New |
$89.5K - $101K
|
161
$122K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
710+ 4.69% |
$394K - $447K
|
15.8K
$12M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
821+ 24.8% |
$456K - $517K
|
4.13K
$3.12M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-287- 38.94% |
$159K - $181K
|
450
$340K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.14% |
$556 - $630
|
708
$535K
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-417- 38.08% |
$232K - $263K
|
678
$512K
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-54- 11.11% |
$30K - $34K
|
432
$326K
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-309- 3.36% |
$172K - $195K
|
8.88K
$6.71M
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
382New |
$212K - $241K
|
382
$289K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
130+ 10.53% |
$72.2K - $81.9K
|
1.37K
$1.03M
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
76+ 4.27% |
$42.2K - $47.9K
|
1.85K
$1.4M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-30- 4.5% |
$16.7K - $18.9K
|
636
$480K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-384- 1.58% |
$213K - $242K
|
23.9K
$18.1M
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-502- 2.46% |
$279K - $316K
|
19.9K
$15M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.78% |
$31.1K - $35.3K
|
7.11K
$5.37M
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-770- 10.53% |
$428K - $485K
|
6.54K
$4.94M
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
602+ 5.03% |
$334K - $379K
|
12.6K
$9.49M
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.11K+ 1.56% |
$616K - $699K
|
72.4K
$54.7M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-168- 13.11% |
$93.3K - $106K
|
1.11K
$841K
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 7.71% |
$18.3K - $20.8K
|
461
$348K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7- 0.96% |
$3.89K - $4.41K
|
724
$547K
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
5.6KNew |
$3.11M - $3.53M
|
5.6K
$4.23M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9New |
$5K - $5.67K
|
9
$6.8K
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-250- 35.71% |
$139K - $158K
|
450
$340K
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.32K+ 9.4% |
$733K - $832K
|
15.4K
$11.6M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-560- 2.92% |
$311K - $353K
|
18.7K
$14.1M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.14K- 21.26% |
$1.19M - $1.35M
|
7.94K
$6M
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-10- 1.35% |
$5.56K - $6.3K
|
733
$554K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$7.78K - $8.82K
|
14.9K
$11.2M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 3.17% |
$8.89K - $10.1K
|
521
$394K
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-422- 35.67% |
$234K - $266K
|
761
$575K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5.86K- 70.12% |
$3.26M - $3.69M
|
2.5K
$1.89M
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
119+ 2.58% |
$66.1K - $75K
|
4.73K
$3.57M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26- 1.3% |
$14.4K - $16.4K
|
1.98K
$1.5M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 2.02% |
$10K - $11.3K
|
873
$659K
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-25- 3.49% |
$13.9K - $15.8K
|
692
$523K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-91- 2.78% |
$50.6K - $57.4K
|
3.18K
$2.4M
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-179- 20.43% |
$99.5K - $113K
|
697
$526K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-52- 10.95% |
$28.9K - $32.8K
|
423
$320K
|