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 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
306New |
$166K - $241K
|
306
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-247K- 72.81% |
$134M - $194M
|
92.2K
$69.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-9.55K- 24.47% |
$5.2M - $7.52M
|
29.5K
$22.3M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
304New |
$165K - $239K
|
304
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
355New |
$193K - $280K
|
355
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-200- 5.88% |
$109K - $158K
|
3.2K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14+ 3.87% |
$7.62K - $11K
|
376
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-462- 9.85% |
$251K - $364K
|
4.23K
$3.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-16- 0.19% |
$8.71K - $12.6K
|
8.57K
$6.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.36K- 3.43% |
$737K - $1.07M
|
38.2K
$28.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
45+ 0.48% |
$24.5K - $35.4K
|
9.51K
$7.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-107- 6.86% |
$58.2K - $84.3K
|
1.45K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-9.26K- 9.81% |
$5.04M - $7.29M
|
85.1K
$64.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 37.05% |
$1.12M - $1.63M
|
7.64K
$5.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-97- 2.69% |
$52.8K - $76.4K
|
3.5K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
6.58K+ 50.36% |
$3.58M - $5.18M
|
19.7K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.02K+ 8.3% |
$557K - $807K
|
13.4K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
77+ 15.46% |
$41.9K - $60.6K
|
575
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
85+ 0.88% |
$46.2K - $66.9K
|
9.77K
$7.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1- 0.18% |
$544 - $788
|
541
$409K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
353New |
$192K - $278K
|
353
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-90- 7.03% |
$49K - $70.9K
|
1.19K
$899K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-25- 6.63% |
$13.6K - $19.7K
|
352
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
35+ 0.81% |
$19K - $27.6K
|
4.35K
$3.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 1.8% |
$3.26K - $4.73K
|
339
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.66% |
$1.09K - $1.58K
|
306
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
534+ 38.25% |
$291K - $421K
|
1.93K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-247- 12.73% |
$134K - $195K
|
1.69K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.31K+ 2.45% |
$715K - $1.03M
|
54.9K
$41.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.74K+ 53.79% |
$945K - $1.37M
|
4.97K
$3.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
180+ 4.35% |
$97.9K - $142K
|
4.31K
$3.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.3K+ 11.36% |
$7.25M - $10.5M
|
131K
$98.6M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-520- 0.74% |
$283K - $410K
|
69.9K
$52.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.79K+ 20.88% |
$3.7M - $5.35M
|
39.3K
$29.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
214+ 0.43% |
$116K - $169K
|
49.9K
$37.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-993- 72.75% |
$540K - $782K
|
372
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
33+ 4.7% |
$18K - $26K
|
735
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.5K+ 1.46% |
$816K - $1.18M
|
105K
$78.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
71+ 2.9% |
$38.6K - $55.9K
|
2.52K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
32+ 5.18% |
$17.4K - $25.2K
|
650
$491K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
285New |
$155K - $224K
|
285
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12+ 0.93% |
$6.53K - $9.45K
|
1.31K
$988K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-954- 2.51% |
$519K - $751K
|
37K
$28M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
84+ 0.41% |
$45.7K - $66.2K
|
20.6K
$15.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.4K- 20.0% |
$2.39M - $3.46M
|
17.6K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 1.09% |
$1.63K - $2.36K
|
278
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
308New |
$168K - $243K
|
308
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-137- 0.99% |
$74.5K - $108K
|
13.7K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
322New |
$175K - $254K
|
322
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
122+ 0.17% |
$66.4K - $96.1K
|
73.2K
$55.3M
|