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 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
73+ 20.11% |
$43.9K - $51.6K
|
436
$262K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
73+ 2.49% |
$43.9K - $51.6K
|
3K
$1.81M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
73+ 3.77% |
$43.9K - $51.6K
|
2.01K
$1.21M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
73+ 3.49% |
$43.9K - $51.6K
|
2.16K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
72New |
$43.3K - $50.9K
|
72
$43.3K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
72+ 0.79% |
$43.3K - $50.9K
|
9.22K
$5.54M
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
71+ 0.22% |
$42.7K - $50.1K
|
32.1K
$19.3M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71+ 2.64% |
$42.7K - $50.1K
|
2.77K
$1.66M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68+ 0.63% |
$40.9K - $48K
|
10.9K
$6.55M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
68+ 3.36% |
$40.9K - $48K
|
2.09K
$1.26M
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
67+ 3.55% |
$40.3K - $47.3K
|
1.95K
$1.17M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
66New |
$39.7K - $46.6K
|
66
$39.7K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 10.05% |
$39.7K - $46.6K
|
723
$435K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
66+ 20.06% |
$39.7K - $46.6K
|
395
$237K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
65+ 4.8% |
$39.1K - $45.9K
|
1.42K
$854K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
65+ 0.16% |
$39.1K - $45.9K
|
41.6K
$25M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
65+ 6.28% |
$39.1K - $45.9K
|
1.1K
$661K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 6500.0% |
$39.1K - $45.9K
|
66
$39.7K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65+ 2.87% |
$39.1K - $45.9K
|
2.33K
$1.4M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
64+ 8.18% |
$38.5K - $45.2K
|
846
$509K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
64+ 9.04% |
$38.5K - $45.2K
|
772
$464K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 9.32% |
$38.5K - $45.2K
|
751
$451K
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
64+ 12.57% |
$38.5K - $45.2K
|
573
$344K
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
63+ 3.36% |
$37.9K - $44.5K
|
1.94K
$1.16M
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
63+ 0.65% |
$37.9K - $44.5K
|
9.75K
$5.86M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 1.8% |
$37.3K - $43.8K
|
3.51K
$2.11M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
62+ 8.73% |
$37.3K - $43.8K
|
772
$464K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 9.41% |
$36.7K - $43.1K
|
709
$426K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
60+ 11.3% |
$36.1K - $42.4K
|
591
$355K
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
59+ 1.79% |
$35.5K - $41.7K
|
3.36K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
59+ 0.72% |
$35.5K - $41.7K
|
8.23K
$4.95M
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
59New |
$35.5K - $41.7K
|
59
$35.5K
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
59+ 1.96% |
$35.5K - $41.7K
|
3.08K
$1.85M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
58+ 15.85% |
$34.9K - $41K
|
424
$255K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
58+ 4.12% |
$34.9K - $41K
|
1.47K
$881K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 5.39% |
$34.9K - $41K
|
1.13K
$682K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
57+ 12.61% |
$34.3K - $40.3K
|
509
$306K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$33.7K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$33.7K
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
56+ 2.59% |
$33.7K - $39.6K
|
2.22K
$1.34M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56+ 8.7% |
$33.7K - $39.6K
|
700
$421K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
55+ 13.32% |
$33.1K - $38.8K
|
468
$281K
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
55+ 6.68% |
$33.1K - $38.8K
|
878
$528K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
55+ 2.83% |
$33.1K - $38.8K
|
2K
$1.2M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
55+ 0.11% |
$33.1K - $38.8K
|
49.7K
$29.9M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 22.92% |
$33.1K - $38.8K
|
295
$177K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
54+ 0.72% |
$32.5K - $38.1K
|
7.54K
$4.53M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
54+ 6.85% |
$32.5K - $38.1K
|
842
$506K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
54+ 3.16% |
$32.5K - $38.1K
|
1.76K
$1.06M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53+ 0.49% |
$31.9K - $37.4K
|
10.9K
$6.53M
|