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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
254New |
$138K - $200K
|
254
$164K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
8+ 1.28% |
$4.35K - $6.3K
|
632
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
3.53KNew |
$1.92M - $2.78M
|
3.53K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinnbrook Capital Management LP
|
BUY
|
- |
5.27KNew |
$2.87M - $4.15M
|
5.27K
$3.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-33- 4.51% |
$18K - $26K
|
699
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.93K+ 7.47% |
$1.05M - $1.52M
|
27.8K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-550- 99.28% |
$299K - $433K
|
4
$2.58K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
256New |
$139K - $202K
|
256
$165K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
679+ 20.82% |
$369K - $535K
|
3.94K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
221+ 47.63% |
$120K - $174K
|
685
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
95KNew |
$51.7M - $74.8M
|
95K
$61.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
266New |
$145K - $210K
|
266
$172K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
55New |
$29.9K - $43.3K
|
55
$35.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10+ 5.71% |
$5.44K - $7.88K
|
185
$120K
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-15.8K- 27.24% |
$8.6M - $12.4M
|
42.2K
$27.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7+ 8.54% |
$3.81K - $5.51K
|
89
$57.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
314New |
$171K - $247K
|
314
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
SELL
|
- |
-300- 10.37% |
$163K - $236K
|
2.59K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-100- 2.1% |
$54.4K - $78.8K
|
4.67K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$1.09K - $1.58K
|
2
$1.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-228- 44.88% |
$124K - $180K
|
280
$181K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
255New |
$139K - $201K
|
255
$165K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
286New |
$156K - $225K
|
286
$185K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
45New |
$24.5K - $35.4K
|
45
$29.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18+ 5.36% |
$9.79K - $14.2K
|
354
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-34.7K- 2.97% |
$18.9M - $27.4M
|
1.13M
$733M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 1.9% |
$1.09K - $1.58K
|
107
$69.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
258New |
$140K - $203K
|
258
$167K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-66- 28.57% |
$35.9K - $52K
|
165
$107K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-27Closed |
$14.7K - $21.3K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
21New |
$11.4K - $16.5K
|
21
$13.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 11.11% |
$1.63K - $2.36K
|
30
$19.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.5KNew |
$816K - $1.18M
|
1.5K
$969K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-10- 8.47% |
$5.44K - $7.88K
|
108
$69.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-10- 8.47% |
$5.44K - $7.88K
|
108
$69.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
1.12K+ 125.56% |
$607K - $878K
|
2K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-5.54K- 18.45% |
$3.02M - $4.37M
|
24.5K
$15.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 5.63% |
$2.18K - $3.15K
|
75
$48.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-17- 6.64% |
$9.25K - $13.4K
|
239
$154K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
261New |
$142K - $206K
|
261
$169K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
10+ 1.86% |
$5.44K - $7.88K
|
549
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.26KNew |
$2.86M - $4.14M
|
5.26K
$3.39M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
106+ 79.7% |
$57.7K - $83.5K
|
239
$154K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5- 1.18% |
$2.72K - $3.94K
|
419
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 2.04% |
$1.09K - $1.58K
|
100
$64.6K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-78- 0.65% |
$42.4K - $61.4K
|
12K
$7.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 2.02% |
$4.9K - $7.09K
|
454
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
61New |
$33.2K - $48K
|
61
$39.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 1.6% |
$4.9K - $7.09K
|
571
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-290- 17.81% |
$158K - $228K
|
1.34K
$864K
|
|