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 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$5.81K - $7.27K
|
9
$5.81K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
403New |
$260K - $325K
|
403
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-972- 41.49% |
$628K - $785K
|
1.37K
$886K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-69- 1.85% |
$44.6K - $55.7K
|
3.66K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
8.42K+ 4.68% |
$5.44M - $6.8M
|
188K
$122M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
58+ 0.07% |
$37.5K - $46.8K
|
85K
$54.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-242- 0.25% |
$156K - $195K
|
97.2K
$62.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Baillie Gifford & CO
|
BUY
|
- |
719+ 0.52% |
$464K - $581K
|
140K
$90.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.4KNew |
$8.65M - $10.8M
|
13.4K
$8.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 0.34% |
$38.1K - $47.6K
|
17.5K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
22+ 0.58% |
$14.2K - $17.8K
|
3.84K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.8K+ 1.72% |
$1.16M - $1.45M
|
106K
$68.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.52K- 59.74% |
$2.28M - $2.85M
|
2.38K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 0.78% |
$12.9K - $16.1K
|
2.59K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 0.56% |
$3.23K - $4.04K
|
897
$579K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
8.66KNew |
$5.59M - $6.99M
|
8.66K
$5.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
1.96KNew |
$1.26M - $1.58M
|
1.96K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.4K- 79.79% |
$4.78M - $5.97M
|
1.87K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
47+ 1.02% |
$30.4K - $37.9K
|
4.64K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.44K- 1.83% |
$932K - $1.17M
|
77.3K
$50M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
BUY
|
- |
6.11K+ 3.54% |
$3.95M - $4.93M
|
179K
$115M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.19K+ 2.0% |
$1.41M - $1.76M
|
111K
$71.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.16K- 6.89% |
$748K - $935K
|
15.6K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4+ 1.02% |
$2.58K - $3.23K
|
398
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-103- 3.94% |
$66.5K - $83.2K
|
2.51K
$1.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-149- 1.65% |
$96.3K - $120K
|
8.89K
$5.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.22K+ 222.97% |
$3.37M - $4.22M
|
7.56K
$4.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-484- 0.81% |
$313K - $391K
|
59.5K
$38.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
771+ 3.58% |
$498K - $622K
|
22.3K
$14.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.11% |
$14.2K - $17.8K
|
2K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-13- 1.84% |
$8.4K - $10.5K
|
695
$449K
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4.4K- 91.67% |
$2.84M - $3.55M
|
400
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.89K- 5.28% |
$1.22M - $1.53M
|
33.9K
$21.9M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.4K+ 16.82% |
$1.55M - $1.93M
|
16.6K
$10.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
748New |
$483K - $604K
|
748
$483K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-956- 2.19% |
$618K - $772K
|
42.7K
$27.6M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
201+ 23.59% |
$130K - $162K
|
1.05K
$680K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
114+ 8.96% |
$73.6K - $92K
|
1.39K
$896K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
154+ 32.98% |
$99.5K - $124K
|
621
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1- 0.27% |
$646 - $807
|
363
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21+ 6.48% |
$13.6K - $17K
|
345
$223K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-10- 2.17% |
$6.46K - $8.07K
|
450
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
81+ 6.59% |
$52.3K - $65.4K
|
1.31K
$847K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
21+ 4.66% |
$13.6K - $17K
|
472
$305K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.67K+ 41.88% |
$1.08M - $1.35M
|
5.65K
$3.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-330- 39.05% |
$213K - $266K
|
515
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
40+ 3.01% |
$25.8K - $32.3K
|
1.37K
$884K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-12- 1.88% |
$7.75K - $9.69K
|
628
$406K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-69- 10.8% |
$44.6K - $55.7K
|
570
$368K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-80- 7.74% |
$51.7K - $64.6K
|
954
$616K
|
|