Latest Institutional Purchases of Intuit Inc (INTU)
This list provides information on the latest institutional transactions involving Intuit Inc (INTU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
417+ 36.77% |
$232K - $263K
|
1.55K
$1.17M
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
415+ 33.2% |
$231K - $262K
|
1.67K
$1.26M
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
415New |
$231K - $262K
|
415
$313K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
414New |
$230K - $261K
|
414
$313K
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
411+ 1.3% |
$228K - $259K
|
31.9K
$24.1M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
407+ 14.09% |
$226K - $257K
|
3.3K
$2.49M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
406New |
$226K - $256K
|
406
$307K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
402+ 105.51% |
$223K - $253K
|
783
$591K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
400+ 43.1% |
$222K - $252K
|
1.33K
$1M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
390New |
$217K - $246K
|
390
$295K
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
389+ 98.48% |
$216K - $245K
|
784
$592K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
388New |
$216K - $245K
|
388
$293K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
385New |
$214K - $243K
|
385
$291K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
383+ 80.46% |
$213K - $241K
|
859
$649K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
382New |
$212K - $241K
|
382
$289K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
380+ 11.96% |
$211K - $239K
|
3.56K
$2.69M
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
380New |
$211K - $239K
|
380
$287K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
376New |
$209K - $237K
|
376
$284K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
370New |
$206K - $233K
|
370
$279K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
370+ 0.13% |
$206K - $233K
|
275K
$208M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
367New |
$204K - $231K
|
367
$277K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
365+ 2.36% |
$203K - $230K
|
15.8K
$12M
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
359+ 19.73% |
$199K - $226K
|
2.18K
$1.65M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
356+ 0.71% |
$198K - $224K
|
50.4K
$38.1M
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
355New |
$197K - $224K
|
355
$268K
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
352New |
$196K - $222K
|
352
$266K
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
350+ 7.83% |
$194K - $221K
|
4.82K
$3.64M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
350+ 1400.0% |
$194K - $221K
|
375
$283K
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
349+ 21.01% |
$194K - $220K
|
2.01K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
347+ 111.94% |
$193K - $219K
|
657
$496K
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
346New |
$192K - $218K
|
346
$261K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
343+ 2.21% |
$191K - $216K
|
15.8K
$12M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
343New |
$191K - $216K
|
343
$259K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
342+ 17.76% |
$190K - $216K
|
2.27K
$1.71M
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
340New |
$189K - $214K
|
340
$257K
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
338New |
$188K - $213K
|
338
$255K
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
336New |
$187K - $212K
|
336
$254K
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
331New |
$184K - $209K
|
331
$250K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
330+ 24.94% |
$183K - $208K
|
1.65K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
329New |
$183K - $207K
|
329
$249K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
329+ 9.26% |
$183K - $207K
|
3.88K
$2.93M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
329New |
$183K - $207K
|
329
$249K
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
327+ 2.5% |
$182K - $206K
|
13.4K
$10.1M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
327New |
$182K - $206K
|
327
$247K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
325+ 24.15% |
$181K - $205K
|
1.67K
$1.26M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
325+ 1.05% |
$181K - $205K
|
31.3K
$23.6M
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
323+ 34.84% |
$179K - $204K
|
1.25K
$944K
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
317+ 4.65% |
$176K - $200K
|
7.14K
$5.39M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308+ 28.26% |
$171K - $194K
|
1.4K
$1.06M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
302+ 3.6% |
$168K - $190K
|
8.69K
$6.56M
|