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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
263New |
$143K - $207K
|
263
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
262New |
$143K - $206K
|
262
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
255New |
$139K - $201K
|
255
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
248+ 165.33% |
$135K - $195K
|
398
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
244+ 6.12% |
$133K - $192K
|
4.23K
$3.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
237+ 0.78% |
$129K - $187K
|
30.7K
$23.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
236+ 12.08% |
$128K - $186K
|
2.19K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
221+ 14.21% |
$120K - $174K
|
1.78K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
217+ 36.47% |
$118K - $171K
|
812
$613K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
214+ 0.43% |
$116K - $169K
|
49.9K
$37.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$109K - $158K
|
200
$151K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
194+ 46.75% |
$106K - $153K
|
609
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
189+ 16.25% |
$103K - $149K
|
1.35K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
189+ 5.14% |
$103K - $149K
|
3.87K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
180+ 4.35% |
$97.9K - $142K
|
4.31K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
166+ 23.06% |
$90.3K - $131K
|
886
$669K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
163+ 69.36% |
$88.7K - $128K
|
398
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
138+ 0.87% |
$75.1K - $109K
|
16K
$12.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
135+ 4.59% |
$73.4K - $106K
|
3.08K
$2.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
131+ 8.03% |
$71.3K - $103K
|
1.76K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
125+ 2.84% |
$68K - $98.5K
|
4.53K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
122+ 0.17% |
$66.4K - $96.1K
|
73.2K
$55.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
117+ 25.83% |
$63.7K - $92.2K
|
570
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
109+ 12.12% |
$59.3K - $85.9K
|
1.01K
$761K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
105+ 27.63% |
$57.1K - $82.7K
|
485
$366K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
101+ 12.29% |
$55K - $79.6K
|
923
$697K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
85+ 1.52% |
$46.2K - $66.9K
|
5.69K
$4.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
85+ 0.88% |
$46.2K - $66.9K
|
9.77K
$7.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
84+ 0.41% |
$45.7K - $66.2K
|
20.6K
$15.6M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
83+ 20.29% |
$45.2K - $65.4K
|
492
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
78+ 8.9% |
$42.4K - $61.4K
|
954
$721K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
77+ 15.46% |
$41.9K - $60.6K
|
575
$434K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
74+ 2.38% |
$40.3K - $58.3K
|
3.19K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
72+ 13.24% |
$39.2K - $56.7K
|
616
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
71+ 2.9% |
$38.6K - $55.9K
|
2.52K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
65+ 13.37% |
$35.4K - $51.2K
|
551
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
59+ 2.69% |
$32.1K - $46.5K
|
2.26K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
58+ 11.05% |
$31.6K - $45.7K
|
583
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
53+ 3.48% |
$28.8K - $41.7K
|
1.58K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
53+ 2.01% |
$28.8K - $41.7K
|
2.7K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
51+ 6.42% |
$27.7K - $40.2K
|
845
$638K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
50+ 7.28% |
$27.2K - $39.4K
|
737
$557K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
47+ 2.9% |
$25.6K - $37K
|
1.67K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47+ 4.64% |
$25.6K - $37K
|
1.06K
$801K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
45+ 0.48% |
$24.5K - $35.4K
|
9.51K
$7.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
41+ 9.09% |
$22.3K - $32.3K
|
492
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
39+ 8.41% |
$21.2K - $30.7K
|
503
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
38+ 2.76% |
$20.7K - $29.9K
|
1.42K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
35+ 0.81% |
$19K - $27.6K
|
4.35K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
33+ 4.7% |
$18K - $26K
|
735
$555K
|