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 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-14- 2.14% |
$7.78K - $8.82K
|
641
$484K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-74- 0.69% |
$41.1K - $46.6K
|
10.7K
$8.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$556 - $630
|
18.1K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-180- 20.34% |
$100K - $113K
|
705
$533K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 2.25% |
$1.11K - $1.26K
|
91
$68.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.46K+ 448.0% |
$809K - $918K
|
1.78K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
340New |
$189K - $214K
|
340
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 2.11% |
$7.78K - $8.82K
|
678
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
471+ 25.25% |
$262K - $297K
|
2.34K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
119+ 3.89% |
$66.1K - $75K
|
3.18K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-136- 11.21% |
$75.6K - $85.7K
|
1.08K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-183- 5.28% |
$102K - $115K
|
3.29K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-10- 2.13% |
$5.56K - $6.3K
|
460
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13+ 1.6% |
$7.22K - $8.19K
|
826
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
482+ 11.37% |
$268K - $304K
|
4.72K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-562- 12.99% |
$312K - $354K
|
3.77K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
172+ 5.59% |
$95.6K - $108K
|
3.25K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$556 - $630
|
580
$438K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$1.67K - $1.89K
|
2.83K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-415- 13.83% |
$231K - $262K
|
2.59K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
12+ 1.42% |
$6.67K - $7.56K
|
855
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 24.69% |
$11.1K - $12.6K
|
61
$46.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
90+ 209.3% |
$50K - $56.7K
|
133
$100K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
83+ 13.22% |
$46.1K - $52.3K
|
711
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-51- 0.14% |
$28.3K - $32.1K
|
35.4K
$26.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-44- 7.75% |
$24.4K - $27.7K
|
524
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-117- 1.81% |
$65K - $73.7K
|
6.36K
$4.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-79- 11.95% |
$43.9K - $49.8K
|
582
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
638+ 111.34% |
$354K - $402K
|
1.21K
$915K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-967- 27.08% |
$537K - $609K
|
2.6K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 28.49% |
$636K - $721K
|
5.16K
$3.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-62- 0.3% |
$34.4K - $39.1K
|
20.5K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
224+ 8.87% |
$124K - $141K
|
2.75K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-49- 8.18% |
$27.2K - $30.9K
|
550
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-127- 11.25% |
$70.6K - $80K
|
1K
$757K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
9+ 0.19% |
$5K - $5.67K
|
4.79K
$3.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 1.96% |
$3.89K - $4.41K
|
351
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-26- 0.65% |
$14.4K - $16.4K
|
3.98K
$3.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 13.33% |
$5.56K - $6.3K
|
65
$49.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 28.57% |
$1.11K - $1.26K
|
9
$6.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-87- 18.13% |
$48.3K - $54.8K
|
393
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 6.06% |
$2.22K - $2.52K
|
70
$52.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Street Asset Management LLP
|
BUY
|
- |
19.6KNew |
$10.9M - $12.4M
|
19.6K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
113+ 24.35% |
$62.8K - $71.2K
|
577
$436K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
2.46K+ 101.15% |
$1.37M - $1.55M
|
4.89K
$3.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
957+ 11.31% |
$532K - $603K
|
9.42K
$7.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.92% |
$8.89K - $10.1K
|
424
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-92- 7.22% |
$51.1K - $58K
|
1.18K
$894K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
171+ 8.75% |
$95K - $108K
|
2.13K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.25K+ 67.91% |
$2.92M - $3.31M
|
13K
$9.81M
|