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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
46+ 5.39% |
$25.6K - $29K
|
900
$678K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
61New |
$33.9K - $38.4K
|
61
$46K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-61- 16.01% |
$33.9K - $38.4K
|
320
$241K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-5- 0.88% |
$2.78K - $3.15K
|
562
$423K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.15% |
$2.22K - $2.52K
|
2.61K
$1.97M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 1444.78% |
$10.1M - $11.4M
|
19.4K
$14.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
109+ 6.69% |
$60.6K - $68.7K
|
1.74K
$1.31M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
301+ 2.9% |
$167K - $190K
|
10.7K
$8.06M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.35% |
$6.67K - $7.56K
|
3.42K
$2.57M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
768+ 27.44% |
$427K - $484K
|
3.57K
$2.69M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-41.4K- 15.15% |
$23M - $26.1M
|
232K
$175M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
812+ 149.82% |
$451K - $512K
|
1.35K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-9K- 14.68% |
$5M - $5.67M
|
52.3K
$39.4M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
209+ 8.52% |
$116K - $132K
|
2.66K
$2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
402+ 105.51% |
$223K - $253K
|
783
$590K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54+ 2.26% |
$30K - $34K
|
2.44K
$1.84M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
84New |
$46.7K - $52.9K
|
84
$63.3K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.77K+ 59.14% |
$1.54M - $1.75M
|
7.46K
$5.62M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 3.51% |
$11.1K - $12.6K
|
590
$445K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.9K- 8.15% |
$2.72M - $3.09M
|
55.3K
$41.6M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-101K- 3.29% |
$56.1M - $63.6M
|
2.97M
$2.24B
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.77% |
$2.22K - $2.52K
|
522
$393K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.97K- 18.57% |
$1.09M - $1.24M
|
8.63K
$6.5M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-79- 10.04% |
$43.9K - $49.8K
|
708
$533K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.11K+ 15.85% |
$618K - $701K
|
8.13K
$6.13M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-266- 4.26% |
$148K - $168K
|
5.98K
$4.5M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15+ 0.34% |
$8.33K - $9.45K
|
4.41K
$3.33M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$556 - $630
|
1
$753
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
75KNew |
$41.7M - $47.3M
|
75K
$56.5M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 92.59% |
$27.8K - $31.5K
|
4
$3.01K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-66- 11.07% |
$36.7K - $41.6K
|
530
$399K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 27.27% |
$1.67K - $1.89K
|
8
$6.03K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.67K- 57.3% |
$927K - $1.05M
|
1.24K
$937K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-217K- 9.48% |
$121M - $137M
|
2.08M
$1.56B
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
97KNew |
$53.9M - $61.1M
|
97K
$73.1M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
355New |
$197K - $224K
|
355
$267K
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-76.2K- 50.19% |
$42.3M - $48M
|
75.6K
$57M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
88.7K+ 40.47% |
$49.3M - $55.9M
|
308K
$232M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.56K+ 13.9% |
$1.42M - $1.62M
|
21K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-151- 0.16% |
$83.9K - $95.2K
|
97.2K
$73.3M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
134K+ 337.18% |
$74.3M - $84.2M
|
173K
$131M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
12.8K+ 15.91% |
$7.1M - $8.05M
|
93K
$70.1M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
13.2K+ 51.65% |
$7.34M - $8.33M
|
38.8K
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Lindsell Train LTD
London, X0 |
SELL
|
- |
-28.6K- 3.72% |
$15.9M - $18M
|
741K
$558M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.69% |
$5.56K - $6.3K
|
1.45K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Dragoneer Investment Group, LLC
San Francisco, CA |
BUY
|
- |
646KNew |
$359M - $407M
|
646K
$487M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
12.1KNew |
$6.74M - $7.65M
|
12.1K
$9.14M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-2- 0.06% |
$1.11K - $1.26K
|
3.35K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
47.3KNew |
$26.3M - $29.8M
|
47.3K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
182KNew |
$101M - $114M
|
182K
$137M
|