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 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
107+ 1.6% |
$59.5K - $67.4K
|
6.78K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-3- 0.65% |
$1.67K - $1.89K
|
456
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.06% |
$1.11K - $1.26K
|
3.33K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
131+ 21.23% |
$72.8K - $82.6K
|
748
$565K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.99K+ 36.56% |
$2.21M - $2.51M
|
14.9K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.17K- 17.17% |
$5.1M - $5.78M
|
44.2K
$33.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 4.37% |
$4.45K - $5.04K
|
191
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-350- 43.21% |
$194K - $221K
|
460
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
62+ 9.7% |
$34.4K - $39.1K
|
701
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14- 3.85% |
$7.78K - $8.82K
|
350
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
329New |
$183K - $207K
|
329
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-5- 6.58% |
$2.78K - $3.15K
|
71
$53.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
582New |
$323K - $367K
|
582
$440K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-216- 34.89% |
$120K - $136K
|
403
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.79K+ 2.21% |
$994K - $1.13M
|
82.7K
$62.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-451- 8.4% |
$251K - $284K
|
4.92K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.23K- 15.37% |
$2.35M - $2.66M
|
23.3K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
112+ 5.83% |
$62.2K - $70.6K
|
2.03K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-27- 2.31% |
$15K - $17K
|
1.14K
$863K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-415- 37.56% |
$231K - $262K
|
690
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
235+ 65.46% |
$131K - $148K
|
594
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-103- 7.87% |
$57.2K - $64.9K
|
1.21K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
35+ 2.88% |
$19.4K - $22.1K
|
1.25K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 38.17% |
$222K - $252K
|
648
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.84% |
$26.7K - $30.3K
|
5.74K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-536- 0.88% |
$298K - $338K
|
60.2K
$45.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 79.55% |
$19.4K - $22.1K
|
9
$6.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-1.11K- 1.52% |
$615K - $697K
|
71.6K
$54.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-80- 11.53% |
$44.5K - $50.4K
|
614
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-86- 4.92% |
$47.8K - $54.2K
|
1.66K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
743+ 2.4% |
$413K - $468K
|
31.7K
$23.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
680New |
$378K - $429K
|
680
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 1.35% |
$2.78K - $3.15K
|
375
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
121+ 12.32% |
$67.2K - $76.3K
|
1.1K
$833K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 60.0% |
$3.33K - $3.78K
|
16
$12.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
3K+ 85.71% |
$1.67M - $1.89M
|
6.5K
$4.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
180+ 0.45% |
$100K - $113K
|
40K
$30.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-690- 11.73% |
$383K - $435K
|
5.19K
$3.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-400- 0.47% |
$222K - $252K
|
85.6K
$64.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
327New |
$182K - $206K
|
327
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-116- 4.74% |
$64.5K - $73.1K
|
2.33K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
367New |
$204K - $231K
|
367
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
57+ 13.67% |
$31.7K - $35.9K
|
474
$358K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
469New |
$261K - $296K
|
469
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
5.1K+ 9.64% |
$2.83M - $3.21M
|
58K
$43.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 14.29% |
$556 - $630
|
6
$4.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6+ 1.48% |
$3.33K - $3.78K
|
412
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17- 4.59% |
$9.45K - $10.7K
|
353
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-62- 3.52% |
$34.4K - $39.1K
|
1.7K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
329+ 9.26% |
$183K - $207K
|
3.88K
$2.93M
|