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 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-122- 10.61% |
$66.4K - $96.1K
|
1.03K
$803K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-4.83K- 7.22% |
$2.63M - $3.81M
|
62.1K
$48.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-3- 0.55% |
$1.63K - $2.36K
|
542
$423K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
309+ 0.37% |
$168K - $243K
|
83K
$64.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
348+ 6.65% |
$189K - $274K
|
5.59K
$4.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.5K+ 31.8% |
$5.73M - $8.29M
|
43.6K
$34.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
230+ 1.47% |
$125K - $181K
|
15.9K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-5.69K- 97.15% |
$3.09M - $4.48M
|
167
$130K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.82K+ 35.73% |
$3.71M - $5.37M
|
25.9K
$20.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-415- 5.67% |
$226K - $327K
|
6.9K
$5.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-11- 2.22% |
$5.98K - $8.66K
|
485
$379K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-75- 21.25% |
$40.8K - $59.1K
|
278
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.57K- 9.03% |
$855K - $1.24M
|
15.8K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 5.45% |
$3.26K - $4.73K
|
104
$81.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
26+ 4.75% |
$14.1K - $20.5K
|
573
$448K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$544 - $788
|
3.34K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-48- 6.89% |
$26.1K - $37.8K
|
649
$507K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-448- 25.45% |
$244K - $353K
|
1.31K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-117- 1.79% |
$63.7K - $92.2K
|
6.42K
$5.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$5.44K - $7.88K
|
10
$7.81K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 13.89% |
$2.72K - $3.94K
|
31
$24.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
23New |
$12.5K - $18.1K
|
23
$18K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-151- 1.95% |
$82.2K - $119K
|
7.61K
$5.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-118- 3.71% |
$64.2K - $92.9K
|
3.07K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
577+ 3.19% |
$314K - $454K
|
18.7K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-115- 2.78% |
$62.6K - $90.6K
|
4.02K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-10- 1.3% |
$5.44K - $7.88K
|
757
$591K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-367- 0.14% |
$200K - $289K
|
255K
$199M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.55K+ 41.72% |
$2.48M - $3.59M
|
15.5K
$12.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
394New |
$214K - $310K
|
394
$308K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-43- 6.34% |
$23.4K - $33.9K
|
635
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
14+ 1.26% |
$7.62K - $11K
|
1.13K
$880K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-262- 6.77% |
$143K - $206K
|
3.61K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
98+ 326.67% |
$53.3K - $77.2K
|
128
$100K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
95+ 16.18% |
$51.7K - $74.8K
|
682
$533K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-377- 41.8% |
$205K - $297K
|
525
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-56- 2.32% |
$30.5K - $44.1K
|
2.36K
$1.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
96+ 1.58% |
$52.2K - $75.6K
|
6.17K
$4.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.22% |
$544 - $788
|
457
$357K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.11% |
$3.81K - $5.51K
|
6.36K
$4.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02K+ 157.25% |
$554K - $803K
|
1.67K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-21- 1.84% |
$11.4K - $16.5K
|
1.12K
$873K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
18.8K+ 8.83% |
$10.2M - $14.8M
|
231K
$181M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3- 0.79% |
$1.63K - $2.36K
|
375
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
320+ 23.44% |
$174K - $252K
|
1.69K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-1.15K- 13.0% |
$624K - $903K
|
7.67K
$5.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$2.18K - $3.15K
|
877
$685K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
105+ 14.62% |
$57.1K - $82.7K
|
823
$643K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
464New |
$252K - $365K
|
464
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
378New |
$206K - $298K
|
378
$295K
|