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 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-8- 0.61% |
$5.17K - $6.46K
|
1.3K
$840K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
10+ 2.5% |
$6.46K - $8.07K
|
410
$265K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-231- 4.21% |
$149K - $187K
|
5.25K
$3.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
49.6KNew |
$32M - $40.1M
|
49.6K
$32M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
142+ 3.5% |
$91.7K - $115K
|
4.19K
$2.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
185+ 2.74% |
$120K - $149K
|
6.94K
$4.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
5.54K+ 2.78% |
$3.58M - $4.47M
|
205K
$132M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
23+ 7.26% |
$14.9K - $18.6K
|
340
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
32+ 10.03% |
$20.7K - $25.8K
|
351
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-40- 1.97% |
$25.8K - $32.3K
|
1.99K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.24K+ 52.52% |
$5.97M - $7.46M
|
26.8K
$17.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.26% |
$1.29K - $1.61K
|
766
$495K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 4.19% |
$4.52K - $5.65K
|
174
$112K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.22% |
$646 - $807
|
451
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-40- 1.17% |
$25.8K - $32.3K
|
3.38K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-21- 3.3% |
$13.6K - $17K
|
616
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
250+ 0.42% |
$162K - $202K
|
59.9K
$38.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
214+ 27.65% |
$138K - $173K
|
988
$638K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 48.23% |
$2.38M - $2.97M
|
11.3K
$7.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
225+ 0.84% |
$145K - $182K
|
27.1K
$17.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.5K- 4.38% |
$971K - $1.21M
|
32.8K
$21.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-76- 1.85% |
$49.1K - $61.4K
|
4.03K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.14% |
$5.81K - $7.27K
|
6.36K
$4.11M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
105+ 21.34% |
$67.8K - $84.8K
|
597
$386K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14+ 1.63% |
$9.04K - $11.3K
|
873
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-198- 25.81% |
$128K - $160K
|
569
$368K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.51KNew |
$1.62M - $2.03M
|
2.51K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 1.38% |
$4.52K - $5.65K
|
514
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-261- 0.45% |
$169K - $211K
|
57.2K
$36.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-377- 11.86% |
$244K - $304K
|
2.8K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-378- 10.79% |
$244K - $305K
|
3.13K
$2.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 2.42% |
$5.17K - $6.46K
|
339
$219K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.34K+ 86.74% |
$862K - $1.08M
|
2.87K
$1.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-157- 6.8% |
$101K - $127K
|
2.15K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
12+ 5.85% |
$7.75K - $9.69K
|
217
$140K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-80- 1.33% |
$51.7K - $64.6K
|
5.93K
$3.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
8.43K+ 9.9% |
$5.44M - $6.8M
|
93.5K
$60.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
68+ 6.0% |
$43.9K - $54.9K
|
1.2K
$776K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-81- 4.12% |
$52.3K - $65.4K
|
1.89K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
21+ 2.0% |
$13.6K - $17K
|
1.07K
$692K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
171+ 29.74% |
$110K - $138K
|
746
$482K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
11.8K+ 26.27% |
$7.62M - $9.52M
|
56.7K
$36.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-44- 4.61% |
$28.4K - $35.5K
|
910
$588K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.45KNew |
$1.58M - $1.98M
|
2.45K
$1.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 19.65% |
$72.4K - $90.4K
|
458
$296K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
79+ 12.17% |
$51K - $63.8K
|
728
$470K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.17% |
$646 - $807
|
600
$388K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-955- 40.57% |
$617K - $771K
|
1.4K
$904K
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
911New |
$589K - $736K
|
911
$588K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
432New |
$279K - $349K
|
432
$279K
|
|