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
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
12New |
$7.22K - $8.48K
|
12
$7.21K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 7.02% |
$7.22K - $8.48K
|
183
$110K
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
12+ 0.76% |
$7.22K - $8.48K
|
1.58K
$952K
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
12+ 2.43% |
$7.22K - $8.48K
|
505
$304K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12+ 1.65% |
$7.22K - $8.48K
|
739
$444K
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
12+ 1.59% |
$7.22K - $8.48K
|
766
$460K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.94% |
$7.22K - $8.48K
|
1.29K
$776K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
11+ 2.52% |
$6.62K - $7.77K
|
447
$269K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$6.62K - $7.77K
|
11
$6.61K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11+ 1.75% |
$6.62K - $7.77K
|
640
$385K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.81% |
$6.62K - $7.77K
|
1.37K
$821K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 20.0% |
$6.62K - $7.77K
|
66
$39.7K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
11+ 2.02% |
$6.62K - $7.77K
|
556
$334K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$6.01K
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 2.91% |
$6.02K - $7.06K
|
354
$213K
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10+ 0.27% |
$6.02K - $7.06K
|
3.69K
$2.22M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 0.09% |
$6.02K - $7.06K
|
10.9K
$6.53M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$6.01K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$6.01K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10+ 2.3% |
$6.02K - $7.06K
|
445
$267K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$6.01K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 2.04% |
$6.02K - $7.06K
|
500
$301K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
10+ 2.38% |
$6.02K - $7.06K
|
430
$258K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10+ 3.08% |
$6.02K - $7.06K
|
335
$201K
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10+ 1.51% |
$6.02K - $7.06K
|
673
$405K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 1.36% |
$5.42K - $6.36K
|
673
$405K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9+ 2.34% |
$5.42K - $6.36K
|
393
$236K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.83% |
$5.42K - $6.36K
|
1.09K
$653K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.21% |
$5.42K - $6.36K
|
4.35K
$2.61M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 18.0% |
$5.42K - $6.36K
|
59
$35.5K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9+ 0.51% |
$5.42K - $6.36K
|
1.76K
$1.06M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9+ 2.01% |
$5.42K - $6.36K
|
456
$274K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
8New |
$4.82K - $5.65K
|
8
$4.81K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
8+ 2.07% |
$4.82K - $5.65K
|
395
$237K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.86% |
$4.82K - $5.65K
|
942
$566K
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 1.09% |
$4.82K - $5.65K
|
743
$447K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 1.92% |
$4.82K - $5.65K
|
425
$255K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
8+ 0.95% |
$4.82K - $5.65K
|
850
$511K
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
8+ 0.06% |
$4.82K - $5.65K
|
14.2K
$8.52M
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
8+ 7.55% |
$4.82K - $5.65K
|
114
$68.5K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.8% |
$4.82K - $5.65K
|
1.01K
$610K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 7.48% |
$4.82K - $5.65K
|
115
$69.1K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7New |
$4.21K - $4.94K
|
7
$4.21K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7New |
$4.21K - $4.94K
|
7
$4.21K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.92% |
$4.21K - $4.94K
|
771
$463K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
7+ 0.16% |
$4.21K - $4.94K
|
4.33K
$2.6M
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
6+ 0.62% |
$3.61K - $4.24K
|
975
$586K
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
6+ 1.39% |
$3.61K - $4.24K
|
439
$264K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 12.5% |
$3.61K - $4.24K
|
54
$32.5K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 150.0% |
$3.61K - $4.24K
|
10
$6.01K
|