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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
53+ 5.71% |
$31.9K - $37.4K
|
982
$590K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
52+ 13.3% |
$31.3K - $36.7K
|
443
$266K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51+ 9.09% |
$30.7K - $36K
|
612
$368K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 9.27% |
$30.7K - $36K
|
601
$361K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51+ 4.39% |
$30.7K - $36K
|
1.21K
$729K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 3.76% |
$30.7K - $36K
|
1.41K
$846K
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
50+ 10.0% |
$30.1K - $35.3K
|
550
$331K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
50+ 12.72% |
$30.1K - $35.3K
|
443
$266K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 1.74% |
$30.1K - $35.3K
|
2.93K
$1.76M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
50+ 14.66% |
$30.1K - $35.3K
|
391
$235K
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
49+ 0.77% |
$29.5K - $34.6K
|
6.43K
$3.87M
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
49+ 1.82% |
$29.5K - $34.6K
|
2.75K
$1.65M
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
48+ 80.0% |
$28.9K - $33.9K
|
108
$64.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.67% |
$28.9K - $33.9K
|
1.85K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
47+ 0.65% |
$28.3K - $33.2K
|
7.23K
$4.34M
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
46+ 2.59% |
$27.7K - $32.5K
|
1.82K
$1.09M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
46New |
$27.7K - $32.5K
|
46
$27.7K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
45New |
$27.1K - $31.8K
|
45
$27K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
45New |
$27.1K - $31.8K
|
45
$27K
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
45+ 12.64% |
$27.1K - $31.8K
|
401
$241K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45+ 5.26% |
$27.1K - $31.8K
|
900
$541K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
45+ 2.1% |
$27.1K - $31.8K
|
2.19K
$1.31M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
45+ 1.87% |
$27.1K - $31.8K
|
2.46K
$1.48M
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
44New |
$26.5K - $31.1K
|
44
$26.4K
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44+ 7.76% |
$26.5K - $31.1K
|
611
$367K
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 9.15% |
$25.9K - $30.4K
|
513
$308K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
43+ 4.61% |
$25.9K - $30.4K
|
976
$587K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42+ 3.6% |
$25.3K - $29.7K
|
1.21K
$727K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
42+ 15.67% |
$25.3K - $29.7K
|
310
$186K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 7.72% |
$24.7K - $29K
|
572
$344K
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
40+ 0.38% |
$24.1K - $28.3K
|
10.7K
$6.42M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.45% |
$24.1K - $28.3K
|
8.9K
$5.35M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40+ 2.64% |
$24.1K - $28.3K
|
1.56K
$936K
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
40+ 9.32% |
$24.1K - $28.3K
|
469
$282K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
40New |
$24.1K - $28.3K
|
40
$24K
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
39+ 0.07% |
$23.5K - $27.5K
|
52.8K
$31.8M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
39+ 31.2% |
$23.5K - $27.5K
|
164
$98.6K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.14% |
$23.5K - $27.5K
|
3.46K
$2.08M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39+ 7.46% |
$23.5K - $27.5K
|
562
$338K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
39+ 2.73% |
$23.5K - $27.5K
|
1.47K
$884K
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
37+ 0.48% |
$22.3K - $26.1K
|
7.8K
$4.69M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 2.89% |
$21.7K - $25.4K
|
1.28K
$770K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
36+ 1.9% |
$21.7K - $25.4K
|
1.93K
$1.16M
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
36+ 8.63% |
$21.7K - $25.4K
|
453
$272K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
36+ 4.4% |
$21.7K - $25.4K
|
854
$513K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 0.89% |
$21.1K - $24.7K
|
3.96K
$2.38M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35+ 8.43% |
$21.1K - $24.7K
|
450
$270K
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
34+ 0.77% |
$20.5K - $24K
|
4.48K
$2.69M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
34+ 9.55% |
$20.5K - $24K
|
390
$234K
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
33+ 0.04% |
$19.9K - $23.3K
|
80.5K
$48.4M
|