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 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
432New |
$279K - $349K
|
432
$279K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6+ 2.91% |
$3.88K - $4.84K
|
212
$137K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
10.2K+ 42.86% |
$6.58M - $8.22M
|
33.9K
$21.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17New |
$11K - $13.7K
|
17
$11K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$646 - $807
|
8
$5.17K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-62- 7.93% |
$40.1K - $50.1K
|
720
$465K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
64.6K+ 20.58% |
$41.7M - $52.2M
|
379K
$245M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.69K+ 65.24% |
$1.74M - $2.17M
|
6.8K
$4.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
13+ 1.6% |
$8.4K - $10.5K
|
828
$535K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9+ 2.56% |
$5.81K - $7.27K
|
361
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
504+ 147.37% |
$326K - $407K
|
846
$546K
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
20+ 0.08% |
$12.9K - $16.1K
|
25.7K
$16.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 32.79% |
$12.9K - $16.1K
|
41
$26.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
31+ 7.28% |
$20K - $25K
|
457
$295K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
392+ 5.15% |
$253K - $316K
|
8K
$5.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-30- 0.55% |
$19.4K - $24.2K
|
5.47K
$3.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 19.2% |
$34.2K - $42.8K
|
329
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-74- 25.87% |
$47.8K - $59.7K
|
212
$137K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.85K+ 2.21% |
$1.84M - $2.3M
|
132K
$85.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8+ 1.04% |
$5.17K - $6.46K
|
779
$503K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1- 1.1% |
$646 - $807
|
90
$58.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2- 0.11% |
$1.29K - $1.61K
|
1.77K
$1.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
252+ 1.22% |
$163K - $203K
|
20.8K
$13.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 2.88% |
$4.52K - $5.65K
|
250
$161K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85KNew |
$1.2M - $1.5M
|
1.85K
$1.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.99K+ 8.2% |
$1.93M - $2.41M
|
39.4K
$25.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-100- 3.91% |
$64.6K - $80.7K
|
2.46K
$1.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-282- 26.58% |
$182K - $228K
|
779
$503K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
687New |
$444K - $555K
|
687
$444K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 1.45% |
$1.94K - $2.42K
|
210
$136K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.3K- 90.48% |
$1.49M - $1.86M
|
242
$156K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11- 1.28% |
$7.11K - $8.88K
|
849
$548K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
226+ 51.02% |
$146K - $182K
|
669
$432K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13+ 2.68% |
$8.4K - $10.5K
|
498
$322K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-11- 2.11% |
$7.11K - $8.88K
|
511
$330K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6+ 0.25% |
$3.88K - $4.84K
|
2.37K
$1.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
53+ 15.77% |
$34.2K - $42.8K
|
389
$251K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-11- 1.49% |
$7.11K - $8.88K
|
726
$469K
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-275- 23.11% |
$178K - $222K
|
915
$591K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-7- 1.19% |
$4.52K - $5.65K
|
580
$375K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 6.09% |
$13.6K - $17K
|
366
$236K
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-60- 3.57% |
$38.8K - $48.4K
|
1.62K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3- 0.54% |
$1.94K - $2.42K
|
548
$354K
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-11- 1.88% |
$7.11K - $8.88K
|
575
$371K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
4+ 44.44% |
$2.58K - $3.23K
|
13
$8.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2New |
$1.29K - $1.61K
|
2
$1.29K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22+ 7.14% |
$14.2K - $17.8K
|
330
$213K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.27KNew |
$2.76M - $3.45M
|
4.27K
$2.76M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
40+ 12.05% |
$25.8K - $32.3K
|
372
$240K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 66.6% |
$893K - $1.12M
|
3.46K
$2.23M
|
|