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 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3- 33.33% |
$1.94K - $2.42K
|
6
$3.88K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
51+ 0.61% |
$32.9K - $41.2K
|
8.36K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-21- 0.25% |
$13.6K - $17K
|
8.41K
$5.43M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-652- 12.05% |
$421K - $526K
|
4.76K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 2.77% |
$6.46K - $8.07K
|
371
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-3- 0.02% |
$1.94K - $2.42K
|
16.6K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4- 0.58% |
$2.58K - $3.23K
|
688
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-2- 0.41% |
$1.29K - $1.61K
|
487
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-10- 3.22% |
$6.46K - $8.07K
|
301
$194K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-32- 4.92% |
$20.7K - $25.8K
|
618
$399K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.08KNew |
$696K - $870K
|
1.08K
$696K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
330+ 3.18% |
$213K - $266K
|
10.7K
$6.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$646 - $807
|
3.33K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-162- 1.66% |
$105K - $131K
|
9.61K
$6.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-11- 0.01% |
$7.11K - $8.88K
|
152K
$97.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
53.8K+ 21.85% |
$34.8M - $43.4M
|
300K
$194M
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
7+ 0.02% |
$4.52K - $5.65K
|
39.3K
$25.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2+ 0.11% |
$1.29K - $1.61K
|
1.75K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.4K- 32.83% |
$904K - $1.13M
|
2.87K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-283- 7.96% |
$183K - $228K
|
3.27K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 83.33% |
$6.46K - $8.07K
|
2
$1.29K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 69.39% |
$696K - $870K
|
475
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.7% |
$12.9K - $16.1K
|
2.89K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-70- 0.82% |
$45.2K - $56.5K
|
8.45K
$5.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
181+ 1.84% |
$117K - $146K
|
10K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 0.67% |
$11.6K - $14.5K
|
2.68K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$646 - $807
|
1.21K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.85% |
$194K - $242K
|
34.9K
$22.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-13- 1.75% |
$8.4K - $10.5K
|
729
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-238- 26.8% |
$154K - $192K
|
650
$420K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-272- 23.25% |
$176K - $220K
|
898
$580K
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
2.75KNew |
$1.78M - $2.22M
|
2.75K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 62.5% |
$3.23K - $4.04K
|
3
$1.94K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16K+ 8.36% |
$10.3M - $12.9M
|
207K
$134M
|
|
|
Oct 22, 2025
Q3 2025
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.59K+ 2.1% |
$6.2M - $7.75M
|
465K
$301M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.14K- 1.83% |
$735K - $918K
|
60.9K
$39.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-34.4K- 2.36% |
$22.2M - $27.7M
|
1.42M
$920M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$1.29K - $1.61K
|
6
$3.88K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 2.69% |
$7.75K - $9.69K
|
458
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.74KNew |
$3.71M - $4.63M
|
5.74K
$3.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.36K+ 5.65% |
$881K - $1.1M
|
25.5K
$16.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-60- 3.24% |
$38.8K - $48.4K
|
1.79K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8.97K+ 692.89% |
$5.79M - $7.24M
|
10.3K
$6.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
322New |
$208K - $260K
|
322
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-75- 4.08% |
$48.5K - $60.6K
|
1.76K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-65- 16.84% |
$42K - $52.5K
|
321
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 6.47% |
$11.6K - $14.5K
|
296
$191K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
721New |
$466K - $582K
|
721
$466K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-19- 2.51% |
$12.3K - $15.3K
|
738
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.3K+ 124.06% |
$14.4M - $18M
|
40.2K
$26M
|
|