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 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
65New |
$36.1K - $41K
|
65
$49.1K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
65+ 10.48% |
$36.1K - $41K
|
685
$517K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
63+ 12.45% |
$35K - $39.7K
|
569
$430K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
62+ 9.7% |
$34.4K - $39.1K
|
701
$530K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
61New |
$33.9K - $38.4K
|
61
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
61+ 3050.0% |
$33.9K - $38.4K
|
63
$47.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
61New |
$33.9K - $38.4K
|
61
$46.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59+ 13.85% |
$32.8K - $37.2K
|
485
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59+ 3.38% |
$32.8K - $37.2K
|
1.81K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
58+ 0.99% |
$32.2K - $36.6K
|
5.9K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
57+ 3.02% |
$31.7K - $35.9K
|
1.94K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
57+ 13.67% |
$31.7K - $35.9K
|
474
$358K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
56+ 11.0% |
$31.1K - $35.3K
|
565
$427K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 94.92% |
$31.1K - $35.3K
|
115
$86.9K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
56+ 15.43% |
$31.1K - $35.3K
|
419
$317K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55+ 3.14% |
$30.6K - $34.7K
|
1.81K
$1.37M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54+ 2.26% |
$30K - $34K
|
2.44K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
54+ 36.73% |
$30K - $34K
|
201
$152K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
54+ 6.61% |
$30K - $34K
|
871
$658K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
53+ 0.96% |
$29.4K - $33.4K
|
5.56K
$4.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 4.11% |
$29.4K - $33.4K
|
1.34K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
51+ 4.04% |
$28.3K - $32.1K
|
1.31K
$993K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
51+ 4.89% |
$28.3K - $32.1K
|
1.1K
$827K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
51+ 17.83% |
$28.3K - $32.1K
|
337
$255K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$27.8K - $31.5K
|
50
$37.8K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
50+ 6.39% |
$27.8K - $31.5K
|
832
$628K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
50+ 7.61% |
$27.8K - $31.5K
|
707
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 0.69% |
$27.8K - $31.5K
|
7.29K
$5.5M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
48+ 6.78% |
$26.7K - $30.3K
|
756
$571K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.84% |
$26.7K - $30.3K
|
5.74K
$4.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
48+ 6.22% |
$26.7K - $30.3K
|
820
$619K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
47+ 5.03% |
$26.1K - $29.6K
|
981
$741K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
46+ 5.39% |
$25.6K - $29K
|
900
$680K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
46+ 511.11% |
$25.6K - $29K
|
55
$41.5K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
45+ 3.34% |
$25K - $28.4K
|
1.39K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
44+ 9.17% |
$24.4K - $27.7K
|
524
$396K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
44+ 11.76% |
$24.4K - $27.7K
|
418
$316K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
43+ 1.35% |
$23.9K - $27.1K
|
3.22K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 5.48% |
$23.9K - $27.1K
|
828
$625K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
43+ 7.52% |
$23.9K - $27.1K
|
615
$465K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
42+ 3.79% |
$23.3K - $26.5K
|
1.15K
$869K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
39+ 4.11% |
$21.7K - $24.6K
|
987
$746K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
39+ 7.54% |
$21.7K - $24.6K
|
556
$420K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
38New |
$21.1K - $23.9K
|
38
$28.7K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
37+ 0.95% |
$20.6K - $23.3K
|
3.93K
$2.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
37+ 4.71% |
$20.6K - $23.3K
|
822
$621K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
36+ 9.23% |
$20K - $22.7K
|
426
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
36+ 2.15% |
$20K - $22.7K
|
1.71K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
35+ 6.8% |
$19.4K - $22.1K
|
550
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
35+ 2.88% |
$19.4K - $22.1K
|
1.25K
$945K
|