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 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
31+ 0.82% |
$20K - $25K
|
3.8K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.58K- 4.22% |
$1.02M - $1.28M
|
35.9K
$23.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
14+ 0.68% |
$9.04K - $11.3K
|
2.07K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-100- 3.2% |
$64.6K - $80.7K
|
3.02K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
150+ 11.09% |
$96.9K - $121K
|
1.5K
$970K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-562- 5.91% |
$363K - $454K
|
8.95K
$5.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32- 5.96% |
$20.7K - $25.8K
|
505
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.04K+ 8.5% |
$669K - $836K
|
13.2K
$8.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-3.12K- 7.59% |
$2.02M - $2.52M
|
38K
$24.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
54+ 6.54% |
$34.9K - $43.6K
|
880
$568K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.35K- 55.74% |
$3.46M - $4.32M
|
4.25K
$2.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.1K- 63.35% |
$1.36M - $1.7M
|
1.22K
$786K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-5- 0.59% |
$3.23K - $4.04K
|
838
$541K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-138- 79.77% |
$89.2K - $111K
|
35
$22.6K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-26- 7.01% |
$16.8K - $21K
|
345
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-15- 0.46% |
$9.69K - $12.1K
|
3.27K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 0.37% |
$22.6K - $28.3K
|
9.3K
$6.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.1K+ 3.76% |
$2M - $2.5M
|
85.5K
$55.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.78K+ 2.68% |
$1.15M - $1.44M
|
68.3K
$44.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-828- 19.42% |
$535K - $669K
|
3.44K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-51- 2.47% |
$32.9K - $41.2K
|
2.02K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
83+ 1.81% |
$53.6K - $67K
|
4.67K
$3.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-9- 0.38% |
$5.81K - $7.27K
|
2.37K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12- 2.16% |
$7.75K - $9.69K
|
543
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.1K+ 27.34% |
$1.36M - $1.69M
|
9.77K
$6.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 4.31% |
$22.6K - $28.3K
|
847
$547K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7+ 0.05% |
$4.52K - $5.65K
|
13.7K
$8.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
83New |
$53.6K - $67K
|
83
$53.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.01KNew |
$652K - $815K
|
1.01K
$652K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6+ 0.14% |
$3.88K - $4.84K
|
4.28K
$2.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-93- 0.67% |
$60.1K - $75.1K
|
13.8K
$8.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 2.52% |
$1.82M - $2.27M
|
115K
$74.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-15- 78.95% |
$9.69K - $12.1K
|
4
$2.58K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4New |
$2.58K - $3.23K
|
4
$2.58K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-60- 2.87% |
$38.8K - $48.4K
|
2.03K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
219New |
$141K - $177K
|
219
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-560- 16.69% |
$362K - $452K
|
2.8K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.64K+ 14.79% |
$3M - $3.75M
|
36.1K
$23.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7.7K+ 31.88% |
$4.97M - $6.22M
|
31.9K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-86- 2.58% |
$55.6K - $69.4K
|
3.24K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
326New |
$211K - $263K
|
326
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23+ 1.59% |
$14.9K - $18.6K
|
1.47K
$952K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
118+ 5.77% |
$76.2K - $95.3K
|
2.16K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.5K- 1.19% |
$970K - $1.21M
|
125K
$80.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
564+ 145.36% |
$364K - $455K
|
952
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-20- 5.81% |
$12.9K - $16.1K
|
324
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-884- 2.26% |
$571K - $714K
|
38.2K
$24.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.86% |
$1.94K - $2.42K
|
352
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-41- 4.8% |
$26.5K - $33.1K
|
813
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$6.46K - $8.07K
|
10
$6.46K
|
|