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 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-40- 0.51% |
$22.2K - $25.2K
|
7.76K
$5.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-29- 7.13% |
$16.1K - $18.3K
|
378
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
803New |
$446K - $506K
|
803
$607K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1+ 0.23% |
$556 - $630
|
429
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7- 2.19% |
$3.89K - $4.41K
|
313
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146+ 31.67% |
$81.1K - $92K
|
607
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.98K+ 65.12% |
$1.1M - $1.24M
|
5.01K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 3.86% |
$15K - $17K
|
727
$549K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 3.28% |
$602K - $683K
|
31.9K
$24.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.26% |
$556 - $630
|
392
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-651- 4.07% |
$362K - $410K
|
15.3K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
70+ 0.12% |
$38.9K - $44.1K
|
60.3K
$45.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.56K+ 39.08% |
$868K - $985K
|
5.56K
$4.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-269- 22.99% |
$149K - $170K
|
901
$681K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-822- 29.11% |
$457K - $518K
|
2K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 33.67% |
$18.3K - $20.8K
|
65
$49.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
BUY
|
- |
1.75K+ 36.46% |
$972K - $1.1M
|
6.55K
$4.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-13- 3.06% |
$7.22K - $8.19K
|
412
$311K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-20- 3.01% |
$11.1K - $12.6K
|
645
$487K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-752- 5.81% |
$418K - $474K
|
12.2K
$9.21M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-60- 4.71% |
$33.3K - $37.8K
|
1.22K
$918K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
42+ 3.79% |
$23.3K - $26.5K
|
1.15K
$869K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
228+ 7.09% |
$127K - $144K
|
3.44K
$2.6M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-22- 4.79% |
$12.2K - $13.9K
|
437
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.81% |
$1.67K - $1.89K
|
375
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-7.58K- 32.66% |
$4.21M - $4.78M
|
15.6K
$11.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-22- 1.08% |
$12.2K - $13.9K
|
2.02K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4- 0.43% |
$2.22K - $2.52K
|
931
$703K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$1.67K - $1.89K
|
3
$2.27K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
11+ 45.83% |
$6.11K - $6.93K
|
35
$26.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.78K- 64.15% |
$988K - $1.12M
|
994
$751K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-87- 3.94% |
$48.3K - $54.8K
|
2.12K
$1.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.5K- 32.34% |
$6.39M - $7.25M
|
24.1K
$18.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.86K- 24.34% |
$1.03M - $1.17M
|
5.78K
$4.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 4.11% |
$29.4K - $33.4K
|
1.34K
$1.02M
|
|
| Q4 2024 | |||||||
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-9- 25.71% |
$5.42K - $6.36K
|
26
$19.6K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$2.41K - $2.83K
|
4
$3.02K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
49.7K+ 3.91% |
$29.9M - $35.1M
|
1.32M
$999M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 36.85% |
$7.14M - $8.38M
|
44.1K
$33.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-456- 51.12% |
$275K - $322K
|
436
$329K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
8.04K+ 35.05% |
$4.84M - $5.68M
|
31K
$23.4M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.55K+ 1.55% |
$5.14M - $6.03M
|
560K
$423M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-876Closed |
$527K - $619K
|
0
$0
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
719+ 0.87% |
$433K - $508K
|
83.8K
$63.3M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$22.7K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
355New |
$214K - $251K
|
355
$268K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.8KNew |
$1.68M - $1.97M
|
2.8K
$2.11M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14New |
$8.43K - $9.89K
|
14
$10.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2New |
$1.2K - $1.41K
|
2
$1.51K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
337New |
$203K - $238K
|
337
$255K
|
|