Purchases and Sales Made in Q2 2025 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q2 2025. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$1.09K - $1.58K
|
2
$1.51K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
2+ 0.43% |
$1.09K - $1.58K
|
465
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.14% |
$1.09K - $1.58K
|
1.46K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.17% |
$1.09K - $1.58K
|
1.16K
$876K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 0.87% |
$1.09K - $1.58K
|
233
$176K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1+ 0.14% |
$544 - $788
|
694
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.17% |
$544 - $788
|
599
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.24% |
$544 - $788
|
418
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$544 - $788
|
629
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$544 - $788
|
364
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.27% |
$544 - $788
|
45
$34K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1+ 0.24% |
$544 - $788
|
426
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1- 0.28% |
$544 - $788
|
361
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 0.1% |
$544 - $788
|
992
$749K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 0.41% |
$544 - $788
|
243
$184K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1- 0.18% |
$544 - $788
|
541
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 7.69% |
$544 - $788
|
12
$9.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2- 0.56% |
$1.09K - $1.58K
|
358
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2- 0.59% |
$1.09K - $1.58K
|
339
$256K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2- 2.15% |
$1.09K - $1.58K
|
91
$68.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.34% |
$1.09K - $1.58K
|
592
$447K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-2- 0.43% |
$1.09K - $1.58K
|
460
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 1.04% |
$1.63K - $2.36K
|
286
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4- 0.73% |
$2.18K - $3.15K
|
546
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4- 0.09% |
$2.18K - $3.15K
|
4.6K
$3.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 7.94% |
$2.72K - $3.94K
|
58
$43.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5- 1.1% |
$2.72K - $3.94K
|
451
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-7- 1.69% |
$3.81K - $5.51K
|
406
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-7- 0.95% |
$3.81K - $5.51K
|
731
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 6.9% |
$4.35K - $6.3K
|
108
$81.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-8- 2.2% |
$4.35K - $6.3K
|
355
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 1.86% |
$5.98K - $8.66K
|
579
$437K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-11- 0.65% |
$5.98K - $8.66K
|
1.68K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 11.83% |
$5.98K - $8.66K
|
82
$61.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-12- 1.44% |
$6.53K - $9.45K
|
820
$619K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-12- 1.48% |
$6.53K - $9.45K
|
797
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-12- 0.09% |
$6.53K - $9.45K
|
12.8K
$9.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13- 3.83% |
$7.07K - $10.2K
|
326
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-15- 2.2% |
$8.16K - $11.8K
|
667
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 10.0% |
$8.16K - $11.8K
|
135
$102K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 9.93% |
$8.16K - $11.8K
|
136
$103K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-15- 5.88% |
$8.16K - $11.8K
|
240
$181K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-16- 0.19% |
$8.71K - $12.6K
|
8.57K
$6.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 1.14% |
$9.25K - $13.4K
|
1.47K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 4.89% |
$9.25K - $13.4K
|
331
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-18- 0.96% |
$9.79K - $14.2K
|
1.85K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-18- 4.9% |
$9.79K - $14.2K
|
349
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-19- 0.31% |
$10.3K - $15K
|
6.1K
$4.61M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20- 2.79% |
$10.9K - $15.8K
|
696
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-23- 0.45% |
$12.5K - $18.1K
|
5.14K
$3.88M
|