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 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
15+ 3.9% |
$8.33K - $9.45K
|
400
$305K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 5.0% |
$8.33K - $9.45K
|
315
$241K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15+ 3.88% |
$8.33K - $9.45K
|
402
$307K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
15+ 0.35% |
$8.33K - $9.45K
|
4.28K
$3.27M
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15+ 3.15% |
$8.33K - $9.45K
|
491
$375K
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 1.96% |
$8.33K - $9.45K
|
780
$596K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 9.66% |
$7.78K - $8.82K
|
159
$121K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 31.82% |
$7.78K - $8.82K
|
58
$44.3K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$7.78K - $8.82K
|
14.9K
$11.4M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 2.11% |
$7.78K - $8.82K
|
678
$518K
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
13+ 0.29% |
$7.22K - $8.19K
|
4.49K
$3.43M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.54% |
$7.22K - $8.19K
|
2.41K
$1.84M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13+ 1.6% |
$7.22K - $8.19K
|
826
$631K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.35% |
$6.67K - $7.56K
|
3.42K
$2.61M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 3.25% |
$6.67K - $7.56K
|
381
$291K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
12+ 300.0% |
$6.67K - $7.56K
|
16
$12.2K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
12+ 7.32% |
$6.67K - $7.56K
|
176
$134K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
12+ 1.44% |
$6.67K - $7.56K
|
847
$647K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
12+ 1.42% |
$6.67K - $7.56K
|
855
$653K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 2.1% |
$6.11K - $6.93K
|
534
$408K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11+ 2.81% |
$6.11K - $6.93K
|
402
$307K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 1.93% |
$6.11K - $6.93K
|
582
$444K
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
11+ 1.91% |
$6.11K - $6.93K
|
586
$448K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
11+ 45.83% |
$6.11K - $6.93K
|
35
$26.7K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.69% |
$5.56K - $6.3K
|
1.45K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.64K
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.64K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.64K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
10+ 0.54% |
$5.56K - $6.3K
|
1.87K
$1.43M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
10+ 8.77% |
$5.56K - $6.3K
|
124
$94.7K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 20.0% |
$5.56K - $6.3K
|
60
$45.8K
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9+ 1.06% |
$5K - $5.67K
|
855
$653K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9+ 2.26% |
$5K - $5.67K
|
408
$312K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9New |
$5K - $5.67K
|
9
$6.87K
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
9+ 0.19% |
$5K - $5.67K
|
4.79K
$3.66M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8+ 80.0% |
$4.45K - $5.04K
|
18
$13.7K
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$6.11K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
450
$344K
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8+ 0.34% |
$4.45K - $5.04K
|
2.35K
$1.79M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
451
$344K
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$6.11K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8+ 0.89% |
$4.45K - $5.04K
|
903
$690K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$6.11K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 4.37% |
$4.45K - $5.04K
|
191
$146K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7+ 0.64% |
$3.89K - $4.41K
|
1.1K
$840K
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
7+ 0.63% |
$3.89K - $4.41K
|
1.12K
$856K
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7+ 0.8% |
$3.89K - $4.41K
|
878
$671K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
7+ 350.0% |
$3.89K - $4.41K
|
9
$6.87K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
6New |
$3.33K - $3.78K
|
6
$4.58K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6+ 0.8% |
$3.33K - $3.78K
|
752
$574K
|