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 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.17K+ 281.69% |
$636K - $921K
|
1.58K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.62K- 7.22% |
$881K - $1.28M
|
20.8K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13- 3.83% |
$7.07K - $10.2K
|
326
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14+ 1.85% |
$7.62K - $11K
|
771
$580K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1+ 0.24% |
$544 - $788
|
426
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-189- 29.53% |
$103K - $149K
|
451
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
24+ 4.78% |
$13.1K - $18.9K
|
526
$396K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
255New |
$139K - $201K
|
255
$192K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
59+ 2.69% |
$32.1K - $46.5K
|
2.26K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-214- 14.82% |
$116K - $169K
|
1.23K
$926K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-11- 0.65% |
$5.98K - $8.66K
|
1.68K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
54.1K+ 73.81% |
$29.4M - $42.6M
|
127K
$95.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6.15K- 17.63% |
$3.35M - $4.84M
|
28.7K
$21.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-746- 22.59% |
$406K - $588K
|
2.56K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 9.93% |
$8.16K - $11.8K
|
136
$102K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-183- 16.41% |
$99.6K - $144K
|
932
$702K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
135+ 4.59% |
$73.4K - $106K
|
3.08K
$2.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
9+ 20.0% |
$4.9K - $7.09K
|
54
$40.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-8- 2.2% |
$4.35K - $6.3K
|
355
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 0.41% |
$544 - $788
|
243
$183K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2- 0.59% |
$1.09K - $1.58K
|
339
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
24+ 1.09% |
$13.1K - $18.9K
|
2.23K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
101+ 12.29% |
$55K - $79.6K
|
923
$695K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-202- 9.33% |
$110K - $159K
|
1.96K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
316New |
$172K - $249K
|
316
$238K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
237+ 0.78% |
$129K - $187K
|
30.7K
$23.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
10.8K+ 31.78% |
$5.89M - $8.52M
|
44.9K
$33.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 1.86% |
$5.98K - $8.66K
|
579
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
276New |
$150K - $217K
|
276
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
337+ 15.28% |
$183K - $265K
|
2.54K
$1.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-59- 18.44% |
$32.1K - $46.5K
|
261
$196K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
332New |
$181K - $261K
|
332
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.29KNew |
$1.79M - $2.59M
|
3.29K
$2.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2- 2.15% |
$1.09K - $1.58K
|
91
$68.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
949+ 336.52% |
$516K - $747K
|
1.23K
$927K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-95- 0.37% |
$51.7K - $74.8K
|
25.7K
$19.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
51+ 6.42% |
$27.7K - $40.2K
|
845
$636K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
189+ 5.14% |
$103K - $149K
|
3.87K
$2.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
30+ 4.68% |
$16.3K - $23.6K
|
671
$505K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
131+ 8.03% |
$71.3K - $103K
|
1.76K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-186- 3.88% |
$101K - $146K
|
4.6K
$3.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 1.49% |
$208K - $302K
|
25.3K
$19M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3+ 0.69% |
$1.63K - $2.36K
|
435
$327K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
24+ 4.82% |
$13.1K - $18.9K
|
522
$393K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
74+ 2.38% |
$40.3K - $58.3K
|
3.19K
$2.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
9+ 0.06% |
$4.9K - $7.09K
|
14.4K
$10.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-361- 22.11% |
$196K - $284K
|
1.27K
$957K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 2.23% |
$18K - $26K
|
1.45K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20- 2.79% |
$10.9K - $15.8K
|
696
$524K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
268New |
$146K - $211K
|
268
$202K
|