Latest Institutional Transactions on Intuit Inc (INTU)
This table provides information on the latest institutional transactions involving Intuit Inc (INTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-303- 16.92% |
$194K - $207K
|
1.49K
$961K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-833- 42.22% |
$535K - $569K
|
1.14K
$736K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-518- 5.31% |
$332K - $354K
|
9.24K
$5.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.31% |
$642 - $683
|
325
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.74K- 30.28% |
$1.12M - $1.19M
|
4K
$2.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
68+ 5.04% |
$43.6K - $46.5K
|
1.42K
$916K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
66+ 0.84% |
$42.4K - $45.1K
|
7.9K
$5.11M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1- 0.22% |
$642 - $683
|
450
$291K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-208- 12.02% |
$133K - $142K
|
1.52K
$984K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
117+ 0.43% |
$75.1K - $80K
|
27.2K
$17.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-152- 0.73% |
$97.6K - $104K
|
20.7K
$13.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
804+ 27.12% |
$516K - $549K
|
3.77K
$2.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
200+ 13.19% |
$128K - $137K
|
1.72K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
25+ 5.03% |
$16K - $17.1K
|
522
$337K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
84+ 2.9% |
$53.9K - $57.4K
|
2.98K
$1.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
443New |
$284K - $303K
|
443
$286K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-340- 35.71% |
$218K - $232K
|
612
$395K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 51.72% |
$9.63K - $10.3K
|
44
$28.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27+ 3.19% |
$17.3K - $18.5K
|
874
$565K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 6.02% |
$1.35M - $1.44M
|
32.8K
$21.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-2.86K- 1.23% |
$1.83M - $1.95M
|
229K
$148M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
27+ 6.0% |
$17.3K - $18.5K
|
477
$308K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-28- 3.76% |
$18K - $19.1K
|
717
$463K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 22.12% |
$873K - $929K
|
7.51K
$4.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
130+ 0.61% |
$83.4K - $88.8K
|
21.4K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-102- 15.77% |
$65.5K - $69.7K
|
545
$352K
|
|
|
Jan 16, 2026
Q4 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
46+ 0.84% |
$29.5K - $31.4K
|
5.52K
$3.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.86K+ 1.75% |
$1.19M - $1.27M
|
108K
$69.9M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.42K- 32.56% |
$909K - $968K
|
2.94K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-192- 0.32% |
$123K - $131K
|
59.3K
$38.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.64K- 7.04% |
$1.05M - $1.12M
|
21.7K
$14M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
343+ 45.98% |
$220K - $234K
|
1.09K
$703K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
704New |
$452K - $481K
|
704
$455K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
97+ 3.06% |
$62.3K - $66.3K
|
3.26K
$2.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-506- 2.24% |
$325K - $346K
|
22K
$14.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.09K- 6.27% |
$699K - $744K
|
16.3K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
55+ 0.21% |
$35.3K - $37.6K
|
25.8K
$16.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13KNew |
$728K - $775K
|
1.13K
$733K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2New |
$1.28K - $1.37K
|
2
$1.29K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
BUY
|
- |
9+ 2.65% |
$5.78K - $6.15K
|
349
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Boit C F David
Boston, MA |
BUY
|
- |
50+ 0.64% |
$32.1K - $34.2K
|
7.9K
$5.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-973- 3.57% |
$624K - $665K
|
26.3K
$17M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.59% |
$1.28K - $1.37K
|
341
$220K
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4- 0.26% |
$2.57K - $2.73K
|
1.53K
$988K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.21% |
$1.93K - $2.05K
|
1.46K
$946K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.2K+ 3.23% |
$771K - $821K
|
38.4K
$24.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9+ 0.81% |
$5.78K - $6.15K
|
1.12K
$723K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-124- 3.28% |
$79.6K - $84.7K
|
3.65K
$2.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
541+ 99.08% |
$347K - $370K
|
1.09K
$702K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-80- 14.87% |
$51.3K - $54.7K
|
458
$296K
|
|