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 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
6+ 0.43% |
$3.33K - $3.78K
|
1.4K
$1.07M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 9.38% |
$3.33K - $3.78K
|
70
$53.5K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 60.0% |
$3.33K - $3.78K
|
16
$12.2K
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6+ 1.48% |
$3.33K - $3.78K
|
412
$315K
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5+ 1.27% |
$2.78K - $3.15K
|
398
$304K
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5+ 1.72% |
$2.78K - $3.15K
|
296
$226K
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5+ 0.43% |
$2.78K - $3.15K
|
1.17K
$895K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
5+ 1.43% |
$2.78K - $3.15K
|
354
$270K
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
5+ 0.37% |
$2.78K - $3.15K
|
1.37K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 50.0% |
$2.78K - $3.15K
|
15
$11.5K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$2.78K - $3.15K
|
5
$3.82K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 7.58% |
$2.78K - $3.15K
|
71
$54.2K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 9.8% |
$2.78K - $3.15K
|
56
$42.8K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.93% |
$2.78K - $3.15K
|
545
$416K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.35% |
$2.78K - $3.15K
|
1.42K
$1.09M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 1.35% |
$2.78K - $3.15K
|
375
$286K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.15% |
$2.22K - $2.52K
|
2.61K
$1.99M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.77% |
$2.22K - $2.52K
|
522
$399K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.04% |
$2.22K - $2.52K
|
8.9K
$6.8M
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.57% |
$2.22K - $2.52K
|
700
$535K
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4+ 0.63% |
$2.22K - $2.52K
|
640
$489K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$2.22K - $2.52K
|
4
$3.05K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 133.33% |
$2.22K - $2.52K
|
7
$5.35K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 6.06% |
$2.22K - $2.52K
|
70
$53.5K
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
3+ 1.32% |
$1.67K - $1.89K
|
231
$176K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$1.67K - $1.89K
|
3
$2.29K
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.66% |
$1.67K - $1.89K
|
458
$350K
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
3+ 0.15% |
$1.67K - $1.89K
|
2.02K
$1.54M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$1.67K - $1.89K
|
3
$2.29K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
3+ 1.74% |
$1.67K - $1.89K
|
175
$134K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.81% |
$1.67K - $1.89K
|
375
$286K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$1.67K - $1.89K
|
3
$2.29K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2+ 0.09% |
$1.11K - $1.26K
|
2.31K
$1.76M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 25.0% |
$1.11K - $1.26K
|
10
$7.64K
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2+ 0.51% |
$1.11K - $1.26K
|
396
$302K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$1.11K - $1.26K
|
2
$1.53K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2+ 2.78% |
$1.11K - $1.26K
|
74
$56.5K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.23% |
$1.11K - $1.26K
|
874
$667K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 2.33% |
$1.11K - $1.26K
|
88
$67.2K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2+ 0.57% |
$1.11K - $1.26K
|
352
$269K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 10.0% |
$1.11K - $1.26K
|
22
$16.8K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 9.52% |
$1.11K - $1.26K
|
23
$17.6K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.06% |
$1.11K - $1.26K
|
3.33K
$2.54M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 2.25% |
$1.11K - $1.26K
|
91
$69.5K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 28.57% |
$1.11K - $1.26K
|
9
$6.87K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$556 - $630
|
1
$764
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.24% |
$556 - $630
|
421
$322K
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.03% |
$556 - $630
|
3.23K
$2.47M
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1+ 0.12% |
$556 - $630
|
829
$633K
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.25% |
$556 - $630
|
404
$309K
|