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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-20K- 48.17% |
$12M - $14.1M
|
21.5K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
8New |
$4.82K - $5.65K
|
8
$6.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.6K- 11.35% |
$963K - $1.13M
|
12.5K
$9.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$13.2K - $15.5K
|
22
$16.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$1.2K - $1.41K
|
2
$1.51K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
69.4KNew |
$41.8M - $49M
|
69.4K
$52.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
511+ 27.91% |
$308K - $361K
|
2.34K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$7.55K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
48+ 80.0% |
$28.9K - $33.9K
|
108
$81.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16New |
$9.63K - $11.3K
|
16
$12.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18+ 3.67% |
$10.8K - $12.7K
|
508
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
6+ 0.14% |
$3.61K - $4.24K
|
4.41K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
4+ 0.75% |
$2.41K - $2.83K
|
539
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.2KNew |
$7.32M - $8.59M
|
12.2K
$9.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-525- 35.81% |
$316K - $371K
|
941
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
175New |
$105K - $124K
|
175
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
31New |
$18.7K - $21.9K
|
31
$23.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-289- 4.86% |
$174K - $204K
|
5.65K
$4.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
441New |
$265K - $311K
|
441
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$1.2K - $1.41K
|
2
$1.51K
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
1.23K+ 18.21% |
$743K - $872K
|
8.01K
$6.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.4KNew |
$842K - $987K
|
1.4K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
398New |
$240K - $281K
|
398
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.92K- 40.52% |
$1.76M - $2.06M
|
4.29K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
528+ 41.94% |
$318K - $373K
|
1.79K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2- 0.35% |
$1.2K - $1.41K
|
572
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
216+ 4.48% |
$130K - $153K
|
5.03K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
93+ 2.63% |
$56K - $65.7K
|
3.63K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.75K- 63.64% |
$1.05M - $1.24M
|
1K
$755K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-25- 0.81% |
$15.1K - $17.7K
|
3.07K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17- 0.19% |
$10.2K - $12K
|
8.98K
$6.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 12.12% |
$2.41K - $2.83K
|
29
$21.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1- 0.23% |
$602 - $706
|
441
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
33New |
$19.9K - $23.3K
|
33
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-7- 1.94% |
$4.21K - $4.94K
|
353
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-65- 12.5% |
$39.1K - $45.9K
|
455
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
724New |
$436K - $511K
|
724
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$6.62K - $7.77K
|
11
$8.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.62K- 8.64% |
$976K - $1.14M
|
17.1K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10- 2.96% |
$6.02K - $7.06K
|
328
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 1.88% |
$3.61K - $4.24K
|
325
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-16- 0.75% |
$9.63K - $11.3K
|
2.11K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$11.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
150New |
$90.3K - $106K
|
150
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3- 0.73% |
$1.81K - $2.12K
|
409
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.67% |
$28.9K - $33.9K
|
1.85K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16+ 4.88% |
$9.63K - $11.3K
|
344
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15+ 5.36% |
$9.03K - $10.6K
|
295
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5New |
$3.01K - $3.53K
|
5
$3.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11+ 1.75% |
$6.62K - $7.77K
|
640
$483K
|