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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-25- 6.28% |
$16.2K - $20.2K
|
373
$241K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-52- 0.01% |
$33.6K - $42K
|
433K
$280M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-31- 1.01% |
$20K - $25K
|
3.03K
$1.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47+ 9.71% |
$30.4K - $37.9K
|
531
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-5- 0.92% |
$3.23K - $4.04K
|
537
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
14+ 0.45% |
$9.04K - $11.3K
|
3.09K
$2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8+ 1.37% |
$5.17K - $6.46K
|
591
$382K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-27.5K- 76.79% |
$17.8M - $22.2M
|
8.31K
$5.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24- 2.54% |
$15.5K - $19.4K
|
920
$594K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
316+ 0.97% |
$204K - $255K
|
32.8K
$21.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-592- 36.54% |
$382K - $478K
|
1.03K
$664K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-129- 0.55% |
$83.3K - $104K
|
23.3K
$15.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-73- 4.29% |
$47.2K - $58.9K
|
1.63K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-43- 3.32% |
$27.8K - $34.7K
|
1.25K
$810K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-52- 5.88% |
$33.6K - $42K
|
832
$537K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
206+ 55.53% |
$133K - $166K
|
577
$373K
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-3.27K- 24.39% |
$2.11M - $2.64M
|
10.1K
$6.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
301New |
$194K - $243K
|
301
$194K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 2.56% |
$5.17K - $6.46K
|
320
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-2.27K- 2.56% |
$1.46M - $1.83M
|
86.4K
$55.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
63+ 24.8% |
$40.7K - $50.9K
|
317
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 1.18% |
$9.04K - $11.3K
|
1.2K
$775K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
384New |
$248K - $310K
|
384
$248K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.09K+ 6.69% |
$1.35M - $1.69M
|
33.4K
$21.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
77.1KNew |
$49.8M - $62.2M
|
77.1K
$49.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
457+ 1.14% |
$295K - $369K
|
40.4K
$26.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
444+ 2.22% |
$287K - $358K
|
20.4K
$13.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
892New |
$576K - $720K
|
892
$576K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
20+ 5.36% |
$12.9K - $16.1K
|
393
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-94- 2.8% |
$60.7K - $75.9K
|
3.27K
$2.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
23.8K+ 23.57% |
$15.4M - $19.2M
|
125K
$80.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
1.35K+ 19.63% |
$871K - $1.09M
|
8.22K
$5.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
332+ 97.94% |
$214K - $268K
|
671
$433K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.03K+ 279.95% |
$667K - $834K
|
1.4K
$906K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.29K+ 36.96% |
$5.36M - $6.69M
|
30.7K
$19.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
49+ 17.01% |
$31.7K - $39.6K
|
337
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.74KNew |
$3.71M - $4.64M
|
5.74K
$3.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
161+ 5.59% |
$104K - $130K
|
3.04K
$1.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 1.61% |
$15.5K - $19.4K
|
1.51K
$976K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-94- 2.94% |
$60.7K - $75.9K
|
3.1K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-26- 3.35% |
$16.8K - $21K
|
751
$485K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-105- 23.23% |
$67.8K - $84.8K
|
347
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
- |
18.4KNew |
$11.9M - $14.9M
|
18.4K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
350+ 2.2% |
$226K - $283K
|
16.2K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.46% |
$1.29K - $1.61K
|
434
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
469K+ 520.89% |
$303M - $378M
|
558K
$361M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
778+ 1.26% |
$503K - $628K
|
62.3K
$40.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
853New |
$551K - $689K
|
853
$551K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-348- 1.18% |
$225K - $281K
|
29.1K
$18.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
318New |
$205K - $257K
|
318
$205K
|
|