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 04, 2025
Q3 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
128+ 0.21% |
$82.7K - $103K
|
61.8K
$39.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
87+ 0.53% |
$56.2K - $70.2K
|
16.5K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.15KNew |
$1.39M - $1.73M
|
2.15K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
172New |
$111K - $139K
|
172
$111K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-59- 9.77% |
$38.1K - $47.6K
|
545
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.49K+ 3.02% |
$965K - $1.21M
|
50.9K
$32.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
208K+ 49.95% |
$134M - $168M
|
624K
$403M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-700- 3.14% |
$452K - $565K
|
21.6K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 4.88% |
$2.58K - $3.23K
|
78
$50.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-349- 2.26% |
$225K - $282K
|
15.1K
$9.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-2.46K- 29.11% |
$1.59M - $1.98M
|
5.98K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-9- 2.92% |
$5.81K - $7.27K
|
299
$193K
|
|
|
Nov 04, 2025
Q3 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
1KNew |
$647K - $808K
|
1K
$647K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.33% |
$646 - $807
|
305
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 5.34% |
$7.11K - $8.88K
|
217
$140K
|
|
|
Nov 04, 2025
Q3 2025
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-62- 3.1% |
$40.1K - $50.1K
|
1.94K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-525- 3.11% |
$339K - $424K
|
16.3K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.05KNew |
$681K - $851K
|
1.05K
$681K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.16% |
$646 - $807
|
623
$402K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-268- 7.36% |
$173K - $216K
|
3.37K
$2.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
41+ 4.41% |
$26.5K - $33.1K
|
970
$627K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
43+ 126.47% |
$27.8K - $34.7K
|
77
$49.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-19.3K- 26.14% |
$12.5M - $15.6M
|
54.6K
$35.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-25- 4.27% |
$16.2K - $20.2K
|
560
$362K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
28+ 1.25% |
$18.1K - $22.6K
|
2.26K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
186+ 3.34% |
$120K - $150K
|
5.75K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
193+ 1.78% |
$125K - $156K
|
11K
$7.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.7K+ 50.26% |
$6.89M - $8.61M
|
31.9K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.19K- 27.41% |
$1.41M - $1.77M
|
5.79K
$3.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 1.59% |
$9.47M - $11.8M
|
936K
$605M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.62K- 28.76% |
$1.05M - $1.31M
|
4.01K
$2.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-529- 11.79% |
$342K - $427K
|
3.96K
$2.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.63K+ 12.51% |
$1.7M - $2.12M
|
23.6K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
27+ 3.01% |
$17.4K - $21.8K
|
923
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
30+ 6.9% |
$19.4K - $24.2K
|
465
$300K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
77+ 11.34% |
$49.7K - $62.2K
|
756
$488K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
116+ 32.86% |
$74.9K - $93.7K
|
469
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
27+ 135.0% |
$17.4K - $21.8K
|
47
$30.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ownership Capital B.V.
|
SELL
|
- |
-151K- 89.3% |
$97.5M - $122M
|
18.1K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
432New |
$279K - $349K
|
432
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
161+ 24.47% |
$104K - $130K
|
819
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
67.9K+ 909.46% |
$43.9M - $54.8M
|
75.4K
$48.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-7.02K- 50.66% |
$4.54M - $5.67M
|
6.84K
$4.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.45K+ 30.87% |
$3.52M - $4.4M
|
23.1K
$14.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
499New |
$322K - $403K
|
499
$322K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.29% |
$646 - $807
|
351
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
358New |
$231K - $289K
|
358
$231K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-158- 8.9% |
$102K - $128K
|
1.62K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.79K- 29.1% |
$1.15M - $1.44M
|
4.35K
$2.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-59- 9.82% |
$38.1K - $47.6K
|
542
$350K
|
|