Latest Institutional Transactions on Intuit Inc (INTU)
This table provides information on the latest institutional transactions involving Intuit Inc (INTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
802+ 5.45% |
$518K - $648K
|
15.5K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-54- 9.41% |
$34.9K - $43.6K
|
520
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 6.56% |
$2.58K - $3.23K
|
65
$42K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-108- 24.55% |
$69.8K - $87.2K
|
332
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9+ 2.85% |
$5.81K - $7.27K
|
325
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
621+ 6.17% |
$401K - $501K
|
10.7K
$6.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.03KNew |
$4.54M - $5.67M
|
7.03K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
662KNew |
$427M - $534M
|
662K
$427M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
602New |
$389K - $486K
|
602
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
81New |
$52.3K - $65.4K
|
81
$52.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
897+ 1.73% |
$579K - $724K
|
52.7K
$34M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
500New |
$323K - $404K
|
500
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
217+ 261.45% |
$140K - $175K
|
300
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
83+ 9.93% |
$53.6K - $67K
|
919
$594K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
967+ 121.03% |
$625K - $781K
|
1.77K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
38+ 2.16% |
$24.5K - $30.7K
|
1.8K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.2K+ 367.7% |
$2.07M - $2.58M
|
4.07K
$2.63M
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
331+ 35.52% |
$214K - $267K
|
1.26K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1- 6.25% |
$646 - $807
|
15
$9.69K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-485K- 73.72% |
$313M - $391M
|
173K
$112M
|
|
|
Nov 12, 2025
Q3 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-1.34K- 14.67% |
$865K - $1.08M
|
7.79K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.05K- 1.98% |
$3.26M - $4.08M
|
250K
$162M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29.6K+ 27.95% |
$19.1M - $23.9M
|
135K
$87.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
169+ 21.56% |
$109K - $136K
|
953
$616K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.99K+ 0.98% |
$3.87M - $4.84M
|
618K
$399M
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.15K+ 5.72% |
$743K - $928K
|
21.2K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
301New |
$194K - $243K
|
301
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-27- 2.89% |
$17.4K - $21.8K
|
908
$587K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
929+ 4423.81% |
$600K - $750K
|
950
$614K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.76K- 11.34% |
$3.72M - $4.65M
|
45K
$29.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.65K+ 10.81% |
$1.06M - $1.33M
|
16.9K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
422New |
$273K - $341K
|
422
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
34.9K+ 11.81% |
$22.5M - $28.2M
|
330K
$213M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.85% |
$3.88K - $4.84K
|
708
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
14K+ 91.72% |
$9.07M - $11.3M
|
29.3K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 14.75% |
$781K - $976K
|
9.41K
$6.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-37- 10.76% |
$23.9K - $29.9K
|
307
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
72+ 0.19% |
$46.5K - $58.1K
|
37.6K
$24.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.8% |
$646 - $807
|
126
$81.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-48- 7.73% |
$31K - $38.8K
|
573
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-8.1K- 1.78% |
$5.23M - $6.54M
|
448K
$289M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19+ 1.17% |
$12.3K - $15.3K
|
1.65K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-246K- 8.86% |
$159M - $198M
|
2.53M
$1.63B
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-941- 8.14% |
$608K - $760K
|
10.6K
$6.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.2K- 0.86% |
$775K - $968K
|
138K
$89M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-135- 17.42% |
$87.2K - $109K
|
640
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
762+ 112.89% |
$492K - $615K
|
1.44K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-965- 34.44% |
$623K - $779K
|
1.84K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-44- 11.28% |
$28.4K - $35.5K
|
346
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-51- 1.85% |
$32.9K - $41.2K
|
2.7K
$1.75M
|
|