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 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
350+ 9.67% |
$226K - $283K
|
3.97K
$2.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-9- 1.81% |
$5.81K - $7.27K
|
489
$316K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
124New |
$80.1K - $100K
|
124
$80.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-53- 3.08% |
$34.2K - $42.8K
|
1.67K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-16- 1.13% |
$10.3K - $12.9K
|
1.4K
$905K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
97+ 1.78% |
$62.7K - $78.3K
|
5.54K
$3.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-10- 0.46% |
$6.46K - $8.07K
|
2.18K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-208- 4.51% |
$134K - $168K
|
4.4K
$2.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-2.85K- 0.63% |
$1.84M - $2.3M
|
453K
$292M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-194- 3.38% |
$125K - $157K
|
5.55K
$3.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
7.97KNew |
$5.15M - $6.43M
|
7.97K
$5.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.56K+ 43.23% |
$1.01M - $1.26M
|
5.16K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
492+ 0.75% |
$318K - $397K
|
66.2K
$42.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-100- 0.93% |
$64.6K - $80.7K
|
10.6K
$6.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.26K- 83.55% |
$1.46M - $1.82M
|
445
$287K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
657+ 9.15% |
$424K - $530K
|
7.84K
$5.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5- 1.27% |
$3.23K - $4.04K
|
390
$252K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1+ 0.11% |
$646 - $807
|
946
$611K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
175+ 8.25% |
$113K - $141K
|
2.3K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-36.9K- 7.45% |
$23.8M - $29.8M
|
458K
$296M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.8KNew |
$3.1M - $3.87M
|
4.8K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-38- 4.8% |
$24.5K - $30.7K
|
754
$487K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
102+ 4.45% |
$65.9K - $82.4K
|
2.39K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-126- 8.97% |
$81.4K - $102K
|
1.28K
$826K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21+ 1.27% |
$13.6K - $17K
|
1.68K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
788+ 22.55% |
$509K - $636K
|
4.28K
$2.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 1.29% |
$3.23K - $4.04K
|
394
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 0.56% |
$1.94K - $2.42K
|
543
$351K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-51- 9.06% |
$32.9K - $41.2K
|
512
$331K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-21- 1.74% |
$13.6K - $17K
|
1.19K
$767K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 0.78% |
$8.4K - $10.5K
|
1.66K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-55- 2.53% |
$35.5K - $44.4K
|
2.12K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
683+ 18.91% |
$441K - $551K
|
4.29K
$2.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
4.98KNew |
$3.21M - $4.02M
|
4.98K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-40- 0.09% |
$25.8K - $32.3K
|
42.5K
$27.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
20.8K+ 25.05% |
$13.4M - $16.8M
|
104K
$67.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14+ 3.24% |
$9.04K - $11.3K
|
446
$288K
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
2.46KNew |
$1.59M - $1.98M
|
2.46K
$1.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.01KNew |
$1.3M - $1.62M
|
2.01K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-414- 42.33% |
$267K - $334K
|
564
$364K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
106+ 10.35% |
$68.5K - $85.6K
|
1.13K
$730K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-292- 12.89% |
$189K - $236K
|
1.97K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-510- 16.23% |
$329K - $412K
|
2.63K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.06KNew |
$1.33M - $1.67M
|
2.06K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 3.45% |
$646 - $807
|
30
$19.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
200+ 0.54% |
$129K - $161K
|
37.2K
$24M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
968+ 5.63% |
$625K - $782K
|
18.2K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-4- 1.28% |
$2.58K - $3.23K
|
308
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-776- 15.63% |
$501K - $627K
|
4.19K
$2.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-91.5K- 14.55% |
$59.1M - $73.8M
|
537K
$347M
|
|