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
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
325+ 24.15% |
$181K - $205K
|
1.67K
$1.26M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
325+ 1.05% |
$181K - $205K
|
31.3K
$23.6M
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
323+ 34.84% |
$179K - $204K
|
1.25K
$944K
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
317+ 4.65% |
$176K - $200K
|
7.14K
$5.39M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308+ 28.26% |
$171K - $194K
|
1.4K
$1.06M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
302+ 3.6% |
$168K - $190K
|
8.69K
$6.56M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
300New |
$167K - $189K
|
300
$227K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
292+ 2.75% |
$162K - $184K
|
10.9K
$8.24M
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
286+ 3.05% |
$159K - $180K
|
9.67K
$7.31M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
285+ 2.88% |
$158K - $180K
|
10.2K
$7.68M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
276+ 10.99% |
$153K - $174K
|
2.79K
$2.11M
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
274+ 3.72% |
$152K - $173K
|
7.64K
$5.77M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
260+ 55.08% |
$144K - $164K
|
732
$553K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
257New |
$143K - $162K
|
257
$194K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250+ 41.6% |
$139K - $158K
|
851
$643K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
250+ 0.23% |
$139K - $158K
|
111K
$83.6M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
247+ 35.8% |
$137K - $156K
|
937
$708K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
241+ 4.66% |
$134K - $152K
|
5.41K
$4.09M
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
240+ 7.87% |
$133K - $151K
|
3.29K
$2.48M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
235+ 65.46% |
$131K - $148K
|
594
$449K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
228+ 109.62% |
$127K - $144K
|
436
$329K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
228+ 7.09% |
$127K - $144K
|
3.44K
$2.6M
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
224+ 8.87% |
$124K - $141K
|
2.75K
$2.08M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
222+ 17.32% |
$123K - $140K
|
1.5K
$1.14M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
220+ 0.08% |
$122K - $139K
|
261K
$197M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
218+ 11.95% |
$121K - $137K
|
2.04K
$1.54M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
217+ 59.94% |
$121K - $137K
|
579
$437K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
214+ 4.26% |
$119K - $135K
|
5.24K
$3.96M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
210+ 12.14% |
$117K - $132K
|
1.94K
$1.47M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
209+ 8.52% |
$116K - $132K
|
2.66K
$2.01M
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
207+ 12.61% |
$115K - $130K
|
1.85K
$1.4M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
206New |
$114K - $130K
|
206
$156K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
205+ 8.92% |
$114K - $129K
|
2.5K
$1.89M
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
201+ 0.64% |
$112K - $127K
|
31.4K
$23.7M
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 11.11% |
$111K - $126K
|
2K
$1.51M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
200+ 1333.33% |
$111K - $126K
|
215
$162K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197+ 15.95% |
$109K - $124K
|
1.43K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
194+ 1.91% |
$108K - $122K
|
10.4K
$7.83M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
192+ 19.32% |
$107K - $121K
|
1.19K
$896K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
188New |
$104K - $118K
|
188
$142K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
188+ 10.82% |
$104K - $118K
|
1.93K
$1.45M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
187+ 1.09% |
$104K - $118K
|
17.4K
$13.1M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
185+ 3.08% |
$103K - $117K
|
6.19K
$4.67M
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
184+ 3.47% |
$102K - $116K
|
5.48K
$4.14M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182+ 0.14% |
$101K - $115K
|
126K
$95M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
182+ 1.56% |
$101K - $115K
|
11.8K
$8.95M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
181+ 1.88% |
$101K - $114K
|
9.79K
$7.39M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
180+ 9.72% |
$100K - $113K
|
2.03K
$1.53M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180+ 56.07% |
$100K - $113K
|
501
$378K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
180+ 27.03% |
$100K - $113K
|
846
$639K
|