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 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
265New |
$160K - $187K
|
265
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
216+ 4.48% |
$130K - $153K
|
5.03K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
204New |
$123K - $144K
|
204
$154K
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
200+ 2.47% |
$120K - $141K
|
8.3K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
193+ 7.44% |
$116K - $136K
|
2.79K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
191+ 140.44% |
$115K - $135K
|
327
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
189+ 2.36% |
$114K - $133K
|
8.18K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
180+ 47.62% |
$108K - $127K
|
558
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
175New |
$105K - $124K
|
175
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
170New |
$102K - $120K
|
170
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
168+ 146.09% |
$101K - $119K
|
283
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
151+ 8.55% |
$90.9K - $107K
|
1.92K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
150New |
$90.3K - $106K
|
150
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
129+ 3.09% |
$77.7K - $91.1K
|
4.31K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
118+ 9.75% |
$71K - $83.3K
|
1.33K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
114New |
$68.6K - $80.5K
|
114
$86.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
111New |
$66.8K - $78.4K
|
111
$83.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
110New |
$66.2K - $77.7K
|
110
$83.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
110New |
$66.2K - $77.7K
|
110
$83.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
108New |
$65K - $76.3K
|
108
$81.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
93+ 2.63% |
$56K - $65.7K
|
3.63K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
78+ 2.45% |
$47K - $55.1K
|
3.26K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 6500.0% |
$39.1K - $45.9K
|
66
$49.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$42.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$42.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
50+ 10.0% |
$30.1K - $35.3K
|
550
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
48+ 80.0% |
$28.9K - $33.9K
|
108
$81.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.67% |
$28.9K - $33.9K
|
1.85K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
46New |
$27.7K - $32.5K
|
46
$34.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
45New |
$27.1K - $31.8K
|
45
$34K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
45New |
$27.1K - $31.8K
|
45
$34K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
45+ 12.64% |
$27.1K - $31.8K
|
401
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
44New |
$26.5K - $31.1K
|
44
$33.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$24.1K - $28.3K
|
40
$30.2K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
40New |
$24.1K - $28.3K
|
40
$30.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 2.89% |
$21.7K - $25.4K
|
1.28K
$968K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
36+ 1.9% |
$21.7K - $25.4K
|
1.93K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
36+ 8.63% |
$21.7K - $25.4K
|
453
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
33New |
$19.9K - $23.3K
|
33
$24.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
31New |
$18.7K - $21.9K
|
31
$23.4K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$22.7K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
30+ 3.3% |
$18.1K - $21.2K
|
938
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$22.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$22.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 1.55% |
$15.7K - $18.4K
|
1.71K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$19.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
25New |
$15.1K - $17.7K
|
25
$18.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 4.69% |
$13.8K - $16.2K
|
513
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$13.2K - $15.5K
|
22
$16.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
20+ 1.06% |
$12K - $14.1K
|
1.9K
$1.44M
|