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 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
39+ 7.54% |
$21.7K - $24.6K
|
556
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-16- 37.21% |
$8.89K - $10.1K
|
27
$20.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-792- 11.54% |
$440K - $499K
|
6.07K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-135- 3.74% |
$75K - $85.1K
|
3.48K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.45K- 28.51% |
$1.92M - $2.18M
|
8.66K
$6.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.8KNew |
$1M - $1.13M
|
1.8K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-88- 9.01% |
$48.9K - $55.5K
|
889
$672K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
523+ 54.31% |
$291K - $330K
|
1.49K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
878+ 37.62% |
$488K - $553K
|
3.21K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23+ 1.03% |
$12.8K - $14.5K
|
2.26K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.07K- 8.35% |
$1.15M - $1.31M
|
22.8K
$17.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
134+ 4.37% |
$74.5K - $84.5K
|
3.2K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-9- 1.75% |
$5K - $5.67K
|
506
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 6.56% |
$13.3K - $15.1K
|
390
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 1.96% |
$8.33K - $9.45K
|
780
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
325+ 1.05% |
$181K - $205K
|
31.3K
$23.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-4- 0.66% |
$2.22K - $2.52K
|
598
$452K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-48- 3.15% |
$26.7K - $30.3K
|
1.47K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-238- 20.88% |
$132K - $150K
|
902
$681K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-52- 82.54% |
$28.9K - $32.8K
|
11
$8.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-651- 30.22% |
$362K - $410K
|
1.5K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.46% |
$1.67K - $1.89K
|
646
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
36+ 2.15% |
$20K - $22.7K
|
1.71K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
654New |
$363K - $412K
|
654
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
11+ 1.91% |
$6.11K - $6.93K
|
586
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
43+ 7.52% |
$23.9K - $27.1K
|
615
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
127+ 5.35% |
$70.6K - $80K
|
2.5K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 15.43% |
$278K - $315K
|
2.74K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-636- 64.5% |
$353K - $401K
|
350
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 10.16% |
$40K - $45.4K
|
781
$590K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.01K+ 168.28% |
$560K - $635K
|
1.61K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-245- 25.9% |
$136K - $154K
|
701
$530K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
7.23K+ 502.01% |
$4.02M - $4.56M
|
8.67K
$6.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-38- 1.11% |
$21.1K - $23.9K
|
3.39K
$2.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.49K- 4.94% |
$830K - $942K
|
28.8K
$21.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
517+ 12.98% |
$287K - $326K
|
4.5K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
388New |
$216K - $245K
|
388
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
48+ 6.22% |
$26.7K - $30.3K
|
820
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-28- 0.7% |
$15.6K - $17.6K
|
3.97K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-59- 10.09% |
$32.8K - $37.2K
|
526
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
329New |
$183K - $207K
|
329
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-128- 4.37% |
$71.1K - $80.7K
|
2.8K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3.26K+ 44.48% |
$1.81M - $2.06M
|
10.6K
$8M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
417+ 36.77% |
$232K - $263K
|
1.55K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-170K- 75.43% |
$94.6M - $107M
|
55.5K
$41.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-424- 29.42% |
$236K - $267K
|
1.02K
$768K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
210+ 12.14% |
$117K - $132K
|
1.94K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-154K- 46.16% |
$85.4M - $96.8M
|
179K
$135M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.53K- 4.84% |
$851K - $966K
|
30.2K
$22.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-162- 3.69% |
$90K - $102K
|
4.23K
$3.19M
|