Latest Institutional Purchases of Intuit Inc (INTU)
This list provides information on the latest institutional transactions involving Intuit Inc (INTU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
621+ 1.35% |
$345K - $391K
|
46.5K
$35.1M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
615+ 436.17% |
$342K - $388K
|
756
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
615+ 10.43% |
$342K - $388K
|
6.51K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
608+ 7.53% |
$338K - $383K
|
8.69K
$6.56M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
607+ 20.67% |
$337K - $383K
|
3.54K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
602+ 5.03% |
$334K - $379K
|
12.6K
$9.49M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
587New |
$326K - $370K
|
587
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
584+ 8.15% |
$324K - $368K
|
7.75K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
583+ 16.59% |
$324K - $367K
|
4.1K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
582+ 98.64% |
$323K - $367K
|
1.17K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
582New |
$323K - $367K
|
582
$440K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
572New |
$318K - $360K
|
572
$432K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
571+ 33.61% |
$317K - $360K
|
2.27K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
570+ 0.22% |
$317K - $359K
|
264K
$200M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
554New |
$308K - $349K
|
554
$418K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
554+ 10.45% |
$308K - $349K
|
5.86K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
537+ 26.28% |
$298K - $338K
|
2.58K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
526New |
$292K - $332K
|
526
$397K
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
524+ 15.0% |
$291K - $330K
|
4.02K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
523+ 54.31% |
$291K - $330K
|
1.49K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
522+ 3.31% |
$290K - $329K
|
16.3K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
517+ 12.98% |
$287K - $326K
|
4.5K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
505New |
$281K - $318K
|
505
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
500+ 100.0% |
$278K - $315K
|
1K
$755K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
500New |
$278K - $315K
|
500
$378K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
488New |
$271K - $308K
|
488
$369K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
482+ 100.0% |
$268K - $304K
|
964
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
482+ 11.37% |
$268K - $304K
|
4.72K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
472+ 13.0% |
$262K - $297K
|
4.1K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
471+ 25.25% |
$262K - $297K
|
2.34K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
470+ 4.8% |
$261K - $296K
|
10.3K
$7.75M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
469+ 99.15% |
$261K - $296K
|
942
$712K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
469New |
$261K - $296K
|
469
$354K
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
464New |
$258K - $292K
|
464
$350K
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
464New |
$258K - $292K
|
464
$350K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
460+ 40.28% |
$256K - $290K
|
1.6K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
460+ 5.72% |
$256K - $290K
|
8.5K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
459+ 110.6% |
$255K - $289K
|
874
$660K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
454+ 25.71% |
$252K - $286K
|
2.22K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
452+ 0.84% |
$251K - $285K
|
54.1K
$40.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
450+ 39.4% |
$250K - $284K
|
1.59K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
448+ 33.38% |
$249K - $282K
|
1.79K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
446New |
$248K - $281K
|
446
$337K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
434+ 12.27% |
$241K - $274K
|
3.97K
$3M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
433+ 1.4% |
$241K - $273K
|
31.4K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
431New |
$239K - $272K
|
431
$326K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
425+ 19.45% |
$236K - $268K
|
2.61K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
423New |
$235K - $267K
|
423
$320K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
421+ 11.78% |
$234K - $265K
|
4K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
417New |
$232K - $263K
|
417
$315K
|