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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
36+ 9.23% |
$20K - $22.7K
|
426
$325K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
36+ 2.15% |
$20K - $22.7K
|
1.71K
$1.31M
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
35+ 6.8% |
$19.4K - $22.1K
|
550
$420K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
35+ 2.88% |
$19.4K - $22.1K
|
1.25K
$955K
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
34+ 4.44% |
$18.9K - $21.4K
|
800
$611K
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 7.71% |
$18.3K - $20.8K
|
461
$352K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
32+ 0.42% |
$17.8K - $20.2K
|
7.57K
$5.78M
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
32+ 7.16% |
$17.8K - $20.2K
|
479
$366K
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
30+ 0.98% |
$16.7K - $18.9K
|
3.1K
$2.37M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
29+ 3.78% |
$16.1K - $18.3K
|
796
$608K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
29+ 1.2% |
$16.1K - $18.3K
|
2.44K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$15.6K - $17.6K
|
28
$21.4K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 8.12% |
$15.6K - $17.6K
|
373
$285K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$15.6K - $17.6K
|
28
$21.4K
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
27+ 4.86% |
$15K - $17K
|
583
$445K
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$15K - $17K
|
27
$20.6K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 3.86% |
$15K - $17K
|
727
$555K
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
26+ 0.11% |
$14.4K - $16.4K
|
23.4K
$17.8M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 6.21% |
$14.4K - $16.4K
|
445
$340K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
26+ 0.85% |
$14.4K - $16.4K
|
3.08K
$2.36M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25New |
$13.9K - $15.8K
|
25
$19.1K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 6.56% |
$13.3K - $15.1K
|
390
$298K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
23+ 3.19% |
$12.8K - $14.5K
|
743
$567K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23+ 1.03% |
$12.8K - $14.5K
|
2.26K
$1.72M
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
22+ 4.45% |
$12.2K - $13.9K
|
516
$394K
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22+ 2.38% |
$12.2K - $13.9K
|
946
$722K
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 3.16% |
$12.2K - $13.9K
|
718
$548K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
22+ 0.88% |
$12.2K - $13.9K
|
2.52K
$1.93M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22+ 5.85% |
$12.2K - $13.9K
|
398
$304K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 0.74% |
$11.7K - $13.2K
|
2.86K
$2.19M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21+ 5.34% |
$11.7K - $13.2K
|
414
$316K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 3.51% |
$11.1K - $12.6K
|
590
$451K
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
20+ 2.09% |
$11.1K - $12.6K
|
976
$745K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 1.0% |
$11.1K - $12.6K
|
2.02K
$1.54M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 2.59% |
$11.1K - $12.6K
|
791
$604K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
20+ 0.05% |
$11.1K - $12.6K
|
43.9K
$33.5M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
20+ 666.67% |
$11.1K - $12.6K
|
23
$17.6K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.08% |
$11.1K - $12.6K
|
24.1K
$18.4M
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
19+ 0.23% |
$10.6K - $12K
|
8.25K
$6.3M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.68% |
$10.6K - $12K
|
1.15K
$881K
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
18+ 0.75% |
$10K - $11.3K
|
2.41K
$1.84M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
18New |
$10K - $11.3K
|
18
$13.7K
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
17New |
$9.45K - $10.7K
|
17
$13K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
17+ 54.84% |
$9.45K - $10.7K
|
48
$36.7K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
16New |
$8.89K - $10.1K
|
16
$12.2K
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
16+ 0.32% |
$8.89K - $10.1K
|
5K
$3.82M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 3.17% |
$8.89K - $10.1K
|
521
$398K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.92% |
$8.89K - $10.1K
|
424
$324K
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15+ 0.34% |
$8.33K - $9.45K
|
4.41K
$3.37M
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
15+ 2.03% |
$8.33K - $9.45K
|
754
$576K
|