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 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
6+ 0.14% |
$3.61K - $4.24K
|
4.41K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6+ 1.01% |
$3.61K - $4.24K
|
599
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 1.88% |
$3.61K - $4.24K
|
325
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
6+ 0.27% |
$3.61K - $4.24K
|
2.21K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 20.69% |
$3.61K - $4.24K
|
35
$21K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
6+ 0.43% |
$3.61K - $4.24K
|
1.39K
$836K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6New |
$3.61K - $4.24K
|
6
$3.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 1.81% |
$3.61K - $4.24K
|
337
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 0.8% |
$3.61K - $4.24K
|
757
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6+ 0.93% |
$3.61K - $4.24K
|
649
$390K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 85.71% |
$3.61K - $4.24K
|
13
$7.81K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.99% |
$3.61K - $4.24K
|
612
$368K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$3.01K - $3.53K
|
5
$3.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5New |
$3.01K - $3.53K
|
5
$3.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
5+ 2.99% |
$3.01K - $3.53K
|
172
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.86% |
$3.01K - $3.53K
|
589
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5+ 1.21% |
$3.01K - $3.53K
|
417
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 1.35% |
$3.01K - $3.53K
|
376
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5New |
$3.01K - $3.53K
|
5
$3.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4+ 0.88% |
$2.41K - $2.83K
|
459
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4+ 0.37% |
$2.41K - $2.83K
|
1.09K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4+ 50.0% |
$2.41K - $2.83K
|
12
$7.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4+ 0.34% |
$2.41K - $2.83K
|
1.17K
$701K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
4New |
$2.41K - $2.83K
|
4
$2.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
4+ 0.75% |
$2.41K - $2.83K
|
539
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 2.84% |
$2.41K - $2.83K
|
145
$87.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4+ 0.71% |
$2.41K - $2.83K
|
571
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 8.0% |
$2.41K - $2.83K
|
54
$32.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
4+ 0.12% |
$2.41K - $2.83K
|
3.31K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 8.51% |
$2.41K - $2.83K
|
51
$30.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4+ 44.44% |
$2.41K - $2.83K
|
13
$7.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.15% |
$2.41K - $2.83K
|
2.61K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
4+ 0.43% |
$2.41K - $2.83K
|
941
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4+ 0.46% |
$2.41K - $2.83K
|
876
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4+ 33.33% |
$2.41K - $2.83K
|
16
$9.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4New |
$2.41K - $2.83K
|
4
$2.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3New |
$1.81K - $2.12K
|
3
$1.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3+ 0.02% |
$1.81K - $2.12K
|
19.1K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 60.0% |
$1.81K - $2.12K
|
8
$4.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.17% |
$1.81K - $2.12K
|
1.79K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
3+ 0.92% |
$1.81K - $2.12K
|
328
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.81K - $2.12K
|
4.39K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$1.81K - $2.12K
|
3
$1.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 3.61% |
$1.81K - $2.12K
|
86
$51.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.89% |
$1.2K - $1.41K
|
227
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 1.47% |
$1.2K - $1.41K
|
138
$83K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.29% |
$1.2K - $1.41K
|
694
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 18.18% |
$1.2K - $1.41K
|
13
$7.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$1.2K - $1.41K
|
2
$1.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2+ 0.25% |
$1.2K - $1.41K
|
804
$483K
|