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 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
21+ 3.37% |
$12.6K - $14.8K
|
645
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
20+ 4.12% |
$12K - $14.1K
|
506
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
20+ 1.06% |
$12K - $14.1K
|
1.9K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
20+ 12.74% |
$12K - $14.1K
|
177
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
20+ 5.97% |
$12K - $14.1K
|
355
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
20+ 0.1% |
$12K - $14.1K
|
19.4K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 6.13% |
$12K - $14.1K
|
346
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20New |
$12K - $14.1K
|
20
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 0.74% |
$12K - $14.1K
|
2.72K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 2.4% |
$12K - $14.1K
|
855
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
20+ 3.94% |
$12K - $14.1K
|
528
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.73% |
$12K - $14.1K
|
2.76K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 1.62% |
$11.4K - $13.4K
|
1.19K
$716K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
19+ 2.18% |
$11.4K - $13.4K
|
889
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
19+ 475.0% |
$11.4K - $13.4K
|
23
$13.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
19+ 0.94% |
$11.4K - $13.4K
|
2.04K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18+ 18.0% |
$10.8K - $12.7K
|
118
$70.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18+ 18.0% |
$10.8K - $12.7K
|
118
$70.9K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18+ 72.0% |
$10.8K - $12.7K
|
43
$25.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18+ 3.67% |
$10.8K - $12.7K
|
508
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.43% |
$10.8K - $12.7K
|
760
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
18+ 27.69% |
$10.8K - $12.7K
|
83
$49.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17+ 4.83% |
$10.2K - $12K
|
369
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
17+ 2.79% |
$10.2K - $12K
|
627
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 4.34% |
$10.2K - $12K
|
409
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
17+ 0.05% |
$10.2K - $12K
|
31.7K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 145.45% |
$9.63K - $11.3K
|
27
$16.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16New |
$9.63K - $11.3K
|
16
$9.62K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16+ 4.88% |
$9.63K - $11.3K
|
344
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16+ 2.08% |
$9.63K - $11.3K
|
785
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16+ 4.34% |
$9.63K - $11.3K
|
385
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
16+ 1.27% |
$9.63K - $11.3K
|
1.28K
$766K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16+ 1.77% |
$9.63K - $11.3K
|
918
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 24.59% |
$9.03K - $10.6K
|
76
$45.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 2.03% |
$9.03K - $10.6K
|
753
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
15+ 2.65% |
$9.03K - $10.6K
|
580
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$9.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$9.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15+ 5.36% |
$9.03K - $10.6K
|
295
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.97% |
$9.03K - $10.6K
|
1.57K
$943K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 2.76% |
$9.03K - $10.6K
|
558
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 2.07% |
$8.43K - $9.89K
|
690
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14+ 3.77% |
$8.43K - $9.89K
|
385
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 4.9% |
$8.43K - $9.89K
|
300
$180K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14+ 1.23% |
$8.43K - $9.89K
|
1.15K
$692K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
13+ 1.75% |
$7.83K - $9.18K
|
754
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
13+ 3.6% |
$7.83K - $9.18K
|
374
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
13+ 0.42% |
$7.83K - $9.18K
|
3.1K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13+ 0.83% |
$7.83K - $9.18K
|
1.58K
$952K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 1.81% |
$7.83K - $9.18K
|
731
$439K
|