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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
180+ 47.62% |
$108K - $127K
|
558
$335K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180+ 5.61% |
$108K - $127K
|
3.39K
$2.04M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
177+ 7.58% |
$107K - $125K
|
2.51K
$1.51M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
175New |
$105K - $124K
|
175
$105K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
174New |
$105K - $123K
|
174
$105K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
172+ 9.45% |
$104K - $121K
|
1.99K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
170New |
$102K - $120K
|
170
$102K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
170New |
$102K - $120K
|
170
$102K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
169+ 1.59% |
$102K - $119K
|
10.8K
$6.48M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
169+ 20.05% |
$102K - $119K
|
1.01K
$608K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
168+ 146.09% |
$101K - $119K
|
283
$170K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
167+ 0.31% |
$101K - $118K
|
54K
$32.4M
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
164+ 15.55% |
$98.7K - $116K
|
1.22K
$733K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
162+ 3.5% |
$97.5K - $114K
|
4.79K
$2.88M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
161+ 0.52% |
$96.9K - $114K
|
30.9K
$18.6M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
158+ 9.9% |
$95.1K - $112K
|
1.75K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
158+ 6.52% |
$95.1K - $112K
|
2.58K
$1.55M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 3.99% |
$93.9K - $110K
|
4.06K
$2.44M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
156+ 4.18% |
$93.9K - $110K
|
3.89K
$2.34M
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
155+ 11.14% |
$93.3K - $109K
|
1.55K
$930K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
151+ 0.63% |
$90.9K - $107K
|
24K
$14.4M
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
151+ 8.55% |
$90.9K - $107K
|
1.92K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
150+ 15.0% |
$90.3K - $106K
|
1.15K
$691K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
150New |
$90.3K - $106K
|
150
$90.2K
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
149+ 2.59% |
$89.7K - $105K
|
5.9K
$3.55M
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
148+ 3.19% |
$89.1K - $105K
|
4.79K
$2.88M
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
144+ 0.65% |
$86.7K - $102K
|
22.4K
$13.5M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
141New |
$84.9K - $99.6K
|
141
$84.8K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
138+ 10.19% |
$83.1K - $97.5K
|
1.49K
$897K
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
138+ 1.08% |
$83.1K - $97.5K
|
12.9K
$7.78M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
136+ 0.89% |
$81.9K - $96.1K
|
15.5K
$9.3M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
135+ 7.33% |
$81.3K - $95.3K
|
1.98K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
134New |
$80.7K - $94.6K
|
134
$80.5K
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
129+ 3.09% |
$77.7K - $91.1K
|
4.31K
$2.59M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
128+ 16.0% |
$77.1K - $90.4K
|
928
$558K
|
|
Feb 03, 2025
Q4 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
127+ 2.17% |
$76.5K - $89.7K
|
5.98K
$3.59M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
126+ 9.38% |
$75.9K - $89K
|
1.47K
$884K
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
125+ 2.28% |
$75.3K - $88.3K
|
5.61K
$3.37M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
125+ 30.05% |
$75.3K - $88.3K
|
541
$325K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
123+ 4.57% |
$74K - $86.9K
|
2.81K
$1.69M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
121+ 5.71% |
$72.8K - $85.5K
|
2.24K
$1.35M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
120+ 2.4% |
$72.2K - $84.8K
|
5.12K
$3.08M
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
120+ 13.68% |
$72.2K - $84.8K
|
997
$599K
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
118+ 17.64% |
$71K - $83.3K
|
787
$473K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
118+ 31.13% |
$71K - $83.3K
|
497
$299K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
118+ 9.75% |
$71K - $83.3K
|
1.33K
$798K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
117+ 1.76% |
$70.4K - $82.6K
|
6.75K
$4.06M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
116+ 11.91% |
$69.8K - $81.9K
|
1.09K
$655K
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
115+ 31.0% |
$69.2K - $81.2K
|
486
$292K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
114+ 9.76% |
$68.6K - $80.5K
|
1.28K
$771K
|