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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
285New |
$155K - $224K
|
285
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12+ 0.93% |
$6.53K - $9.45K
|
1.31K
$985K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-954- 2.51% |
$519K - $751K
|
37K
$27.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
84+ 0.41% |
$45.7K - $66.2K
|
20.6K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.4K- 20.0% |
$2.39M - $3.46M
|
17.6K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 1.09% |
$1.63K - $2.36K
|
278
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
308New |
$168K - $243K
|
308
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-137- 0.99% |
$74.5K - $108K
|
13.7K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
322New |
$175K - $254K
|
322
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
122+ 0.17% |
$66.4K - $96.1K
|
73.2K
$55.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
22+ 5.61% |
$12K - $17.3K
|
414
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$980K - $1.42M
|
1.8K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
287New |
$156K - $226K
|
287
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
654+ 6.11% |
$356K - $515K
|
11.4K
$8.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-15- 5.88% |
$8.16K - $11.8K
|
240
$181K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
944New |
$514K - $744K
|
944
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
353+ 21.86% |
$192K - $278K
|
1.97K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-12- 0.09% |
$6.53K - $9.45K
|
12.8K
$9.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 0.1% |
$544 - $788
|
992
$747K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.19K+ 3.95% |
$1.19M - $1.72M
|
57.4K
$43.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
18+ 1.84% |
$9.79K - $14.2K
|
994
$748K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-18- 4.9% |
$9.79K - $14.2K
|
349
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.04K+ 6.29% |
$2.2M - $3.18M
|
68.3K
$51.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
50+ 7.28% |
$27.2K - $39.4K
|
737
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
317New |
$172K - $250K
|
317
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
362New |
$197K - $285K
|
362
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-15- 2.2% |
$8.16K - $11.8K
|
667
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-766- 6.83% |
$417K - $603K
|
10.4K
$7.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
262New |
$143K - $206K
|
262
$197K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-135- 2.46% |
$73.4K - $106K
|
5.35K
$4.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
221+ 14.21% |
$120K - $174K
|
1.78K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
166+ 23.06% |
$90.3K - $131K
|
886
$667K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
307New |
$167K - $242K
|
307
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10.6K- 75.5% |
$5.76M - $8.34M
|
3.44K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
316New |
$172K - $249K
|
316
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-73- 4.03% |
$39.7K - $57.5K
|
1.74K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.02K+ 96.5% |
$554K - $803K
|
2.08K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-45- 0.75% |
$24.5K - $35.4K
|
5.94K
$4.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-343- 3.58% |
$187K - $270K
|
9.25K
$6.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-137- 30.24% |
$74.5K - $108K
|
316
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
366New |
$199K - $288K
|
366
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-45- 3.89% |
$24.5K - $35.4K
|
1.11K
$836K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
763New |
$415K - $601K
|
763
$574K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-87- 9.19% |
$47.3K - $68.5K
|
860
$647K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4New |
$2.18K - $3.15K
|
4
$3.01K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
105+ 27.63% |
$57.1K - $82.7K
|
485
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4+ 0.17% |
$2.18K - $3.15K
|
2.36K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-737- 24.0% |
$401K - $580K
|
2.33K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-97- 1.38% |
$52.8K - $76.4K
|
6.93K
$5.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
265New |
$144K - $209K
|
265
$199K
|