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 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
52+ 18.77% |
$33.6K - $42K
|
329
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
19+ 5.35% |
$12.3K - $15.3K
|
374
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-600- 2.32% |
$388K - $484K
|
25.2K
$16.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-76.3K- 16.96% |
$49.3M - $61.6M
|
374K
$241M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-209- 0.8% |
$135K - $169K
|
26K
$16.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-141- 6.86% |
$91.1K - $114K
|
1.91K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
109+ 0.75% |
$70.4K - $88K
|
14.6K
$9.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.58K+ 18.18% |
$4.9M - $6.12M
|
49.3K
$31.8M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.04K- 2.48% |
$671K - $839K
|
40.8K
$26.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
BUY
|
- |
4.57K+ 12.75% |
$2.95M - $3.69M
|
40.4K
$26.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
118+ 1.53% |
$76.2K - $95.3K
|
7.84K
$5.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
43+ 13.83% |
$27.8K - $34.7K
|
354
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-66- 14.47% |
$42.6K - $53.3K
|
390
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-41- 6.39% |
$26.5K - $33.1K
|
601
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 10.31% |
$6.46K - $8.07K
|
107
$69.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-39.3K- 29.14% |
$25.4M - $31.7M
|
95.5K
$61.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.25K- 1.66% |
$808K - $1.01M
|
74.2K
$48M
|
|
|
Nov 04, 2025
Q3 2025
|
Milestone Resources Group LTD
|
SELL
|
- |
-124K- 71.85% |
$79.9M - $99.8M
|
48.5K
$31.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-154- 7.01% |
$99.5K - $124K
|
2.04K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
61+ 9.7% |
$39.4K - $49.3K
|
690
$446K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 12.5% |
$8.4K - $10.5K
|
117
$75.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.5K- 45.12% |
$7.43M - $9.28M
|
14K
$9.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.39K- 33.38% |
$2.19M - $2.74M
|
6.77K
$4.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-957- 10.01% |
$618K - $773K
|
8.6K
$5.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-5K- 92.59% |
$3.23M - $4.04M
|
400
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-85- 9.22% |
$54.9K - $68.6K
|
837
$541K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-17- 0.35% |
$11K - $13.7K
|
4.88K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 2.69% |
$663K - $829K
|
37.2K
$24M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
79+ 4.09% |
$51K - $63.8K
|
2.01K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
158+ 4.19% |
$102K - $128K
|
3.93K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6- 0.51% |
$3.88K - $4.84K
|
1.17K
$756K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
243+ 57.45% |
$157K - $196K
|
666
$430K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.36K- 0.69% |
$1.52M - $1.9M
|
337K
$218M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.63% |
$1.94K - $2.42K
|
473
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-218- 25.47% |
$141K - $176K
|
638
$412K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-23- 5.74% |
$14.9K - $18.6K
|
378
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
356New |
$230K - $287K
|
356
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
346+ 1.11% |
$224K - $279K
|
31.6K
$20.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
314+ 108.28% |
$203K - $254K
|
604
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.99K+ 17.41% |
$2.58M - $3.22M
|
26.9K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
51+ 2.75% |
$32.9K - $41.2K
|
1.91K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
1New |
$646 - $807
|
1
$646
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
53+ 8.65% |
$34.2K - $42.8K
|
666
$430K
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-110- 2.3% |
$71.1K - $88.8K
|
4.67K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.14K- 48.29% |
$2.67M - $3.34M
|
4.43K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-700- 38.89% |
$452K - $565K
|
1.1K
$711K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
687+ 12.25% |
$444K - $555K
|
6.3K
$4.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
46+ 3.24% |
$29.7K - $37.1K
|
1.47K
$946K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.99K+ 593.45% |
$1.29M - $1.61M
|
2.33K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1- 2.17% |
$646 - $807
|
45
$29.1K
|
|