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 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
181+ 1.88% |
$101K - $114K
|
9.79K
$7.47M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
180+ 9.72% |
$100K - $113K
|
2.03K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180+ 56.07% |
$100K - $113K
|
501
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
180+ 27.03% |
$100K - $113K
|
846
$646K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
180+ 0.45% |
$100K - $113K
|
40K
$30.6M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
178+ 31.01% |
$98.9K - $112K
|
752
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
178+ 0.44% |
$98.9K - $112K
|
40.7K
$31.1M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
174+ 0.4% |
$96.7K - $110K
|
43.2K
$33M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
171+ 8.75% |
$95K - $108K
|
2.13K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
170New |
$94.5K - $107K
|
170
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
170+ 5.77% |
$94.5K - $107K
|
3.12K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
169+ 8.47% |
$93.9K - $107K
|
2.17K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
168+ 5.16% |
$93.3K - $106K
|
3.42K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
166+ 16.4% |
$92.2K - $105K
|
1.18K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
163+ 8.95% |
$90.6K - $103K
|
1.98K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
163+ 36.79% |
$90.6K - $103K
|
606
$463K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
162+ 2.56% |
$90K - $102K
|
6.5K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
162+ 27.88% |
$90K - $102K
|
743
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
161New |
$89.5K - $101K
|
161
$123K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
160+ 10.6% |
$88.9K - $101K
|
1.67K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
156+ 4.36% |
$86.7K - $98.3K
|
3.74K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
156+ 8.18% |
$86.7K - $98.3K
|
2.06K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
154+ 2.71% |
$85.6K - $97.1K
|
5.83K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
148+ 0.8% |
$82.2K - $93.3K
|
18.7K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146+ 31.67% |
$81.1K - $92K
|
607
$464K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
145+ 9.78% |
$80.6K - $91.4K
|
1.63K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
141New |
$78.3K - $88.9K
|
141
$108K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 20.0% |
$78.3K - $88.9K
|
846
$646K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
139+ 3.75% |
$77.2K - $87.6K
|
3.85K
$2.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
139+ 0.8% |
$77.2K - $87.6K
|
17.4K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
136+ 4.47% |
$75.6K - $85.7K
|
3.18K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
136+ 31.92% |
$75.6K - $85.7K
|
562
$429K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
134+ 15.91% |
$74.5K - $84.5K
|
976
$745K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
134+ 4.37% |
$74.5K - $84.5K
|
3.2K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
133+ 4.78% |
$73.9K - $83.8K
|
2.92K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
133+ 177.33% |
$73.9K - $83.8K
|
208
$159K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
132+ 1.39% |
$73.3K - $83.2K
|
9.63K
$7.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
131+ 21.23% |
$72.8K - $82.6K
|
748
$571K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
130+ 10.53% |
$72.2K - $81.9K
|
1.37K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
127+ 2.92% |
$70.6K - $80K
|
4.48K
$3.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
127+ 5.35% |
$70.6K - $80K
|
2.5K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
126+ 15.33% |
$70K - $79.4K
|
948
$724K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
122+ 20.64% |
$67.8K - $76.9K
|
713
$545K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
121+ 12.32% |
$67.2K - $76.3K
|
1.1K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
119+ 9.19% |
$66.1K - $75K
|
1.41K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
119+ 2.58% |
$66.1K - $75K
|
4.73K
$3.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
119+ 3.89% |
$66.1K - $75K
|
3.18K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
117+ 1.35% |
$65K - $73.7K
|
8.78K
$6.71M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
117+ 3.55% |
$65K - $73.7K
|
3.41K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
115+ 7.93% |
$63.9K - $72.5K
|
1.57K
$1.2M
|