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 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
18+ 4.25% |
$9.79K - $14.2K
|
442
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
435New |
$237K - $343K
|
435
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
271New |
$147K - $213K
|
271
$175K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
282New |
$153K - $222K
|
282
$182K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1+ 0.06% |
$544 - $788
|
1.73K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
301New |
$164K - $237K
|
301
$194K
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
259New |
$141K - $204K
|
259
$167K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 6.25% |
$544 - $788
|
17
$11K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
830New |
$452K - $654K
|
830
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
265New |
$144K - $209K
|
265
$171K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
297New |
$162K - $234K
|
297
$192K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
63+ 0.61% |
$34.3K - $49.6K
|
10.4K
$6.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
133+ 13300.0% |
$72.4K - $105K
|
134
$86.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.27% |
$544 - $788
|
371
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
78+ 120.0% |
$42.4K - $61.4K
|
143
$92.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-24- 54.55% |
$13.1K - $18.9K
|
20
$12.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
123+ 341.67% |
$66.9K - $96.9K
|
159
$103K
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
283New |
$154K - $223K
|
283
$183K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-91- 22.14% |
$49.5K - $71.7K
|
320
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
389+ 0.12% |
$212K - $306K
|
315K
$203M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
395+ 9.28% |
$215K - $311K
|
4.65K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
40New |
$21.8K - $31.5K
|
40
$25.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.03KNew |
$1.1M - $1.6M
|
2.03K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
270New |
$147K - $213K
|
270
$174K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
SELL
|
- |
-37- 5.88% |
$20.1K - $29.1K
|
592
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32New |
$17.4K - $25.2K
|
32
$20.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
54New |
$29.4K - $42.5K
|
54
$34.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 8.33% |
$544 - $788
|
13
$8.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-642- 18.0% |
$349K - $506K
|
2.93K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5- 1.16% |
$2.72K - $3.94K
|
427
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
281New |
$153K - $221K
|
281
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 2.17% |
$1.63K - $2.36K
|
141
$91.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.19KNew |
$647K - $937K
|
1.19K
$769K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-116- 14.01% |
$63.1K - $91.4K
|
712
$460K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
354New |
$193K - $279K
|
354
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-36- 7.29% |
$19.6K - $28.4K
|
458
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-5- 0.64% |
$2.72K - $3.94K
|
775
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
164+ 43.97% |
$89.2K - $129K
|
537
$347K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
305+ 9.83% |
$166K - $240K
|
3.41K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.38% |
$1.63K - $2.36K
|
803
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-150- 6.01% |
$81.6K - $118K
|
2.35K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
278New |
$151K - $219K
|
278
$180K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
260New |
$141K - $205K
|
260
$168K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-75- 21.25% |
$40.8K - $59.1K
|
278
$180K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$5.44K - $7.88K
|
10
$6.46K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 13.89% |
$2.72K - $3.94K
|
31
$20K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.93K- 72.81% |
$2.14M - $3.1M
|
1.47K
$949K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
23New |
$12.5K - $18.1K
|
23
$14.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-43- 6.34% |
$23.4K - $33.9K
|
635
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3- 0.79% |
$1.63K - $2.36K
|
375
$242K
|
|