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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3+ 0.68% |
$1.93K - $2.05K
|
445
$287K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
20+ 23.81% |
$12.8K - $13.7K
|
104
$67.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
23+ 3.54% |
$14.8K - $15.7K
|
673
$435K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 0.5% |
$11.6K - $12.3K
|
3.62K
$2.34M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-39.8K- 28.94% |
$25.5M - $27.2M
|
97.7K
$63.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-4- 0.15% |
$2.57K - $2.73K
|
2.72K
$1.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-95- 0.74% |
$61K - $64.9K
|
12.8K
$8.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
365+ 2.22% |
$234K - $249K
|
16.8K
$10.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-30.8K- 70.7% |
$19.8M - $21.1M
|
12.8K
$8.25M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
263+ 4.32% |
$169K - $180K
|
6.36K
$4.11M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.87K+ 333.84% |
$3.13M - $3.33M
|
6.33K
$4.09M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
349New |
$224K - $239K
|
349
$225K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8- 1.62% |
$5.13K - $5.47K
|
486
$314K
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
BUY
|
- |
74+ 0.52% |
$47.5K - $50.6K
|
14.4K
$9.32M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
811+ 13.76% |
$520K - $554K
|
6.71K
$4.33M
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
47+ 4.61% |
$30.4K - $37.9K
|
1.07K
$689K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 9.81% |
$1.13M - $1.41M
|
16.1K
$10.4M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.88K+ 23.39% |
$1.22M - $1.52M
|
9.93K
$6.42M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.32K- 46.08% |
$1.5M - $1.87M
|
2.72K
$1.75M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 3.06% |
$258K - $323K
|
12.7K
$8.19M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
47+ 14.11% |
$30.4K - $37.9K
|
380
$245K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
67+ 7.96% |
$43.3K - $54.1K
|
909
$587K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 2.52% |
$58.8K - $73.5K
|
3.52K
$2.27M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.15K- 20.27% |
$742K - $928K
|
4.52K
$2.92M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-10- 2.26% |
$6.46K - $8.07K
|
433
$280K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.06K+ 113.91% |
$1.33M - $1.67M
|
3.87K
$2.5M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
25New |
$16.2K - $20.2K
|
25
$16.1K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1New |
$646 - $807
|
1
$646
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$6.46K - $8.07K
|
10
$6.46K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-39- 2.6% |
$25.2K - $31.5K
|
1.46K
$943K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
419+ 1.0% |
$271K - $338K
|
42.3K
$27.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 1.07% |
$6.46K - $8.07K
|
925
$598K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-53.5K- 52.35% |
$34.6M - $43.2M
|
48.7K
$31.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
26+ 6.5% |
$16.8K - $21K
|
426
$275K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.7K+ 54.61% |
$11.5M - $14.3M
|
50.2K
$32.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 1.66% |
$22.6K - $28.3K
|
2.08K
$1.34M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
179+ 17.29% |
$116K - $145K
|
1.21K
$784K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.56K- 8.67% |
$1.65M - $2.07M
|
27K
$17.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
34+ 23.29% |
$22K - $27.5K
|
180
$116K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
12+ 0.68% |
$7.75K - $9.69K
|
1.77K
$1.14M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-268- 19.48% |
$173K - $216K
|
1.11K
$716K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
30+ 3.46% |
$19.4K - $24.2K
|
897
$579K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35+ 1.75% |
$22.6K - $28.3K
|
2.03K
$1.31M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.74K- 4.9% |
$1.12M - $1.4M
|
33.7K
$21.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
329+ 3.98% |
$213K - $266K
|
8.6K
$5.55M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.92K+ 10.86% |
$5.76M - $7.2M
|
91.1K
$58.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-83- 11.81% |
$53.6K - $67K
|
620
$401K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-258- 24.0% |
$167K - $208K
|
817
$528K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-36- 8.41% |
$23.3K - $29.1K
|
392
$253K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
382New |
$247K - $308K
|
382
$247K
|
|