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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.71K- 3.57% |
$3.11M - $4.5M
|
154K
$116M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 1.19% |
$584K - $846K
|
91.5K
$69.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-43- 8.94% |
$23.4K - $33.9K
|
438
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 1.14% |
$9.25K - $13.4K
|
1.47K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
273New |
$149K - $215K
|
273
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-18.8K- 56.9% |
$10.2M - $14.8M
|
14.2K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-213- 1.01% |
$116K - $168K
|
20.8K
$15.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-542- 42.74% |
$295K - $427K
|
726
$548K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2.2K+ 61.11% |
$1.2M - $1.73M
|
5.8K
$4.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
32+ 7.31% |
$17.4K - $25.2K
|
470
$355K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-74- 1.34% |
$40.3K - $58.3K
|
5.43K
$4.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3+ 0.19% |
$1.63K - $2.36K
|
1.56K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
189+ 16.25% |
$103K - $149K
|
1.35K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
8.79K+ 220.52% |
$4.78M - $6.92M
|
12.8K
$9.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
34.3K+ 47.16% |
$18.6M - $27M
|
107K
$80.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
51.1K+ 3.63% |
$27.8M - $40.3M
|
1.46M
$1.1B
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.9K+ 2.3% |
$1.58M - $2.28M
|
129K
$97.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-148- 0.55% |
$80.5K - $117K
|
26.8K
$20.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.25K- 91.13% |
$1.77M - $2.56M
|
316
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-178- 8.64% |
$96.8K - $140K
|
1.88K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-271- 2.17% |
$147K - $213K
|
12.2K
$9.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
72+ 13.24% |
$39.2K - $56.7K
|
616
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
276New |
$150K - $217K
|
276
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19+ 111.76% |
$10.3K - $15K
|
36
$27.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
320New |
$174K - $252K
|
320
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.05KNew |
$571K - $827K
|
1.05K
$793K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10+ 1.56% |
$5.44K - $7.88K
|
650
$491K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
194+ 46.75% |
$106K - $153K
|
609
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-234- 3.5% |
$127K - $184K
|
6.46K
$4.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-73- 22.32% |
$39.7K - $57.5K
|
254
$192K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
69.3K+ 39.13% |
$37.7M - $54.5M
|
246K
$186M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 0.58% |
$5.98K - $8.66K
|
1.92K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$109K - $158K
|
200
$151K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
41+ 9.09% |
$22.3K - $32.3K
|
492
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
2+ 0.43% |
$1.09K - $1.58K
|
465
$351K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
26+ 3.81% |
$14.1K - $20.5K
|
708
$535K
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-660- 51.97% |
$359K - $520K
|
610
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-497- 3.68% |
$270K - $391K
|
13K
$9.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
624New |
$339K - $491K
|
624
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 7.94% |
$2.72K - $3.94K
|
58
$43.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
53+ 3.48% |
$28.8K - $41.7K
|
1.58K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-35- 0.64% |
$19K - $27.6K
|
5.41K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-58- 6.61% |
$31.6K - $45.7K
|
819
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-1.5K- 5.93% |
$814K - $1.18M
|
23.8K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15+ 0.91% |
$8.16K - $11.8K
|
1.67K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
236+ 12.08% |
$128K - $186K
|
2.19K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.28K+ 10.29% |
$1.24M - $1.79M
|
24.4K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
28+ 0.66% |
$15.2K - $22.1K
|
4.24K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 10.0% |
$8.16K - $11.8K
|
135
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$544 - $788
|
364
$275K
|