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 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
189+ 5.14% |
$103K - $149K
|
3.87K
$2.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
30+ 4.68% |
$16.3K - $23.6K
|
671
$515K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
131+ 8.03% |
$71.3K - $103K
|
1.76K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-186- 3.88% |
$101K - $146K
|
4.6K
$3.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 1.49% |
$208K - $302K
|
25.3K
$19.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3+ 0.69% |
$1.63K - $2.36K
|
435
$334K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
24+ 4.82% |
$13.1K - $18.9K
|
522
$400K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
74+ 2.38% |
$40.3K - $58.3K
|
3.19K
$2.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
9+ 0.06% |
$4.9K - $7.09K
|
14.4K
$11.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-361- 22.11% |
$196K - $284K
|
1.27K
$975K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 2.23% |
$18K - $26K
|
1.45K
$1.11M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20- 2.79% |
$10.9K - $15.8K
|
696
$534K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
268New |
$146K - $211K
|
268
$205K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 1.05% |
$4.35K - $6.3K
|
770
$590K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-200- 1.86% |
$109K - $158K
|
10.6K
$8.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
673New |
$366K - $530K
|
673
$516K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-48- 3.83% |
$26.1K - $37.8K
|
1.2K
$923K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-318- 7.82% |
$173K - $250K
|
3.75K
$2.87M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
286+ 3.05% |
$159K - $180K
|
9.67K
$7.42M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-229- 1.11% |
$127K - $144K
|
20.4K
$15.6M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2Closed |
$1.11K - $1.26K
|
0
$0
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
98New |
$54.5K - $61.8K
|
98
$75.1K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-15.3K- 9.21% |
$8.52M - $9.66M
|
151K
$116M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
10.4KNew |
$5.75M - $6.52M
|
10.4K
$7.94M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.1K+ 93.11% |
$5.62M - $6.38M
|
21K
$16.1M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1Closed |
$556 - $630
|
0
$0
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-120- 0.37% |
$66.7K - $75.6K
|
32K
$24.5M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
174+ 0.4% |
$96.7K - $110K
|
43.2K
$33.1M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$27.8K - $31.5K
|
50
$38.3K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
46+ 5.39% |
$25.6K - $29K
|
900
$690K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
61New |
$33.9K - $38.4K
|
61
$46.8K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-5- 0.88% |
$2.78K - $3.15K
|
562
$431K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.15% |
$2.22K - $2.52K
|
2.61K
$2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 1444.78% |
$10.1M - $11.4M
|
19.4K
$14.9M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
109+ 6.69% |
$60.6K - $68.7K
|
1.74K
$1.33M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.35% |
$6.67K - $7.56K
|
3.42K
$2.62M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
768+ 27.44% |
$427K - $484K
|
3.57K
$2.74M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-41.4K- 15.15% |
$23M - $26.1M
|
232K
$178M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
812+ 149.82% |
$451K - $512K
|
1.35K
$1.04M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-9K- 14.68% |
$5M - $5.67M
|
52.3K
$40.1M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
209+ 8.52% |
$116K - $132K
|
2.66K
$2.04M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
402+ 105.51% |
$223K - $253K
|
783
$600K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54+ 2.26% |
$30K - $34K
|
2.44K
$1.87M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
84New |
$46.7K - $52.9K
|
84
$64.4K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.77K+ 59.14% |
$1.54M - $1.75M
|
7.46K
$5.72M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-101K- 3.29% |
$56.1M - $63.6M
|
2.97M
$2.28B
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.77% |
$2.22K - $2.52K
|
522
$400K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.97K- 18.57% |
$1.09M - $1.24M
|
8.63K
$6.62M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-79- 10.04% |
$43.9K - $49.8K
|
708
$543K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.11K+ 15.85% |
$618K - $701K
|
8.13K
$6.24M
|
|