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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
SELL
|
- |
-55- 0.08% |
$35.5K - $44.4K
|
72K
$46.5M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
107+ 465.22% |
$69.1K - $86.4K
|
130
$84K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-10- 1.05% |
$6.46K - $8.07K
|
943
$609K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
1.26K+ 9.31% |
$815K - $1.02M
|
14.8K
$9.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
92+ 3066.67% |
$59.4K - $74.3K
|
95
$61.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-60- 8.26% |
$38.8K - $48.4K
|
666
$430K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-38- 8.54% |
$24.5K - $30.7K
|
407
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
23+ 1.36% |
$14.9K - $18.6K
|
1.71K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
46+ 11.0% |
$29.7K - $37.1K
|
464
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.33% |
$1.29K - $1.61K
|
606
$391K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 0.79% |
$31K - $38.8K
|
6.1K
$3.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-83- 11.01% |
$53.6K - $67K
|
671
$433K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-2- 0.65% |
$1.29K - $1.61K
|
304
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-9- 3.75% |
$5.81K - $7.27K
|
231
$149K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
145+ 27.57% |
$93.7K - $117K
|
671
$433K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
22+ 4.51% |
$14.2K - $17.8K
|
510
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
52New |
$33.6K - $42K
|
52
$33.6K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
147+ 0.92% |
$95K - $119K
|
16.2K
$10.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-3- 0.71% |
$1.94K - $2.42K
|
419
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3+ 0.44% |
$1.94K - $2.42K
|
687
$444K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$1.94K - $2.42K
|
3
$1.94K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
228+ 0.53% |
$147K - $184K
|
43.6K
$28.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
133KNew |
$85.6M - $107M
|
133K
$85.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
340+ 16.43% |
$220K - $275K
|
2.41K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14+ 2.41% |
$9.04K - $11.3K
|
594
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-136- 3.96% |
$87.9K - $110K
|
3.3K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-10- 1.85% |
$6.46K - $8.07K
|
531
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
18+ 2.4% |
$11.6K - $14.5K
|
768
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
15+ 3.78% |
$9.69K - $12.1K
|
412
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
270+ 3.02% |
$174K - $218K
|
9.2K
$5.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-40- 9.48% |
$25.8K - $32.3K
|
382
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
324+ 9.39% |
$209K - $262K
|
3.78K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14+ 0.52% |
$9.04K - $11.3K
|
2.71K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27+ 0.94% |
$17.4K - $21.8K
|
2.89K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5- 0.63% |
$3.23K - $4.04K
|
792
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1+ 0.62% |
$646 - $807
|
162
$105K
|
|
|
Oct 20, 2025
Q3 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-600- 8.69% |
$388K - $484K
|
6.3K
$4.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.17KNew |
$757K - $945K
|
1.17K
$756K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
158+ 0.51% |
$102K - $128K
|
31.4K
$20.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
66+ 6.42% |
$42.6K - $53.3K
|
1.09K
$707K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
310+ 16.17% |
$200K - $250K
|
2.23K
$1.44M
|
|