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 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-896- 15.37% |
$579K - $723K
|
4.93K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
BUY
|
- |
1.63K+ 50.75% |
$1.05M - $1.32M
|
4.85K
$3.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
20+ 40.0% |
$12.9K - $16.1K
|
70
$45.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.7K+ 4.24% |
$3.03M - $3.79M
|
115K
$74.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-40- 1.1% |
$25.8K - $32.3K
|
3.6K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-18- 0.82% |
$11.6K - $14.5K
|
2.17K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 48.95% |
$674K - $843K
|
3.18K
$2.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
260+ 2.04% |
$168K - $210K
|
13K
$8.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
128+ 45.39% |
$82.7K - $103K
|
410
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-23- 7.28% |
$14.9K - $18.6K
|
293
$189K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
26.4KNew |
$17.1M - $21.3M
|
26.4K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
153+ 17.27% |
$98.8K - $124K
|
1.04K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
104+ 9.23% |
$67.2K - $84K
|
1.23K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
43.8KNew |
$28.3M - $35.3M
|
43.8K
$28.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-3- 0.51% |
$1.94K - $2.42K
|
586
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
300New |
$194K - $242K
|
300
$194K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
357New |
$231K - $288K
|
357
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-561- 33.55% |
$362K - $453K
|
1.11K
$718K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6+ 0.63% |
$3.88K - $4.84K
|
960
$620K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.4K- 60.91% |
$14.5M - $18.1M
|
14.4K
$9.28M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9- 1.32% |
$5.81K - $7.27K
|
673
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-68- 91.89% |
$43.9K - $54.9K
|
6
$3.88K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-624- 7.24% |
$403K - $504K
|
8K
$5.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.56K+ 9.85% |
$1.01M - $1.26M
|
17.4K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3New |
$1.94K - $2.42K
|
3
$1.94K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-12- 2.63% |
$7.75K - $9.69K
|
445
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-3- 0.87% |
$1.94K - $2.42K
|
340
$220K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-596- 46.38% |
$385K - $481K
|
689
$445K
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.5K+ 24.79% |
$1.61M - $2.01M
|
12.6K
$8.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 1.15% |
$2.58K - $3.23K
|
352
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6+ 0.39% |
$3.88K - $4.84K
|
1.54K
$992K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
49+ 1.54% |
$31.7K - $39.6K
|
3.24K
$2.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
619New |
$400K - $500K
|
619
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 127.66% |
$77.5K - $96.9K
|
214
$138K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 3.28% |
$6.46K - $8.07K
|
315
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
133+ 2.37% |
$85.9K - $107K
|
5.74K
$3.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
310New |
$200K - $250K
|
310
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
344New |
$222K - $278K
|
344
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
589+ 10.6% |
$381K - $476K
|
6.15K
$3.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 1.98% |
$35.5K - $44.4K
|
2.83K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 4.04% |
$50.4K - $63K
|
2.01K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5.88K- 28.26% |
$3.8M - $4.75M
|
14.9K
$9.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.47K- 81.74% |
$952K - $1.19M
|
329
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.88K+ 4721.31% |
$1.86M - $2.33M
|
2.94K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-152- 9.42% |
$98.2K - $123K
|
1.46K
$944K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 13.99% |
$133K - $166K
|
1.27K
$818K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.46% |
$11K - $13.7K
|
509
$329K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6- 1.29% |
$3.88K - $4.84K
|
459
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-37- 10.69% |
$23.9K - $29.9K
|
309
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
862New |
$557K - $696K
|
862
$557K
|
|