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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$2.18K - $3.15K
|
877
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
50KNew |
$27.2M - $39.4M
|
50K
$32.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
49New |
$26.7K - $38.6K
|
49
$31.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19- 4.88% |
$10.3K - $15K
|
370
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
255New |
$139K - $201K
|
255
$165K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
1.27KNew |
$688K - $996K
|
1.27K
$817K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
270+ 11.46% |
$147K - $213K
|
2.63K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-70- 13.21% |
$38.1K - $55.1K
|
460
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
310New |
$169K - $244K
|
310
$200K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-248- 6.25% |
$135K - $195K
|
3.72K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
23+ 6.99% |
$12.5K - $18.1K
|
352
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
262New |
$143K - $206K
|
262
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$544 - $788
|
2
$1.29K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
4.42KNew |
$2.41M - $3.48M
|
4.42K
$2.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4- 33.33% |
$2.18K - $3.15K
|
8
$5.17K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillman CO
|
SELL
|
- |
-11.3K- 26.78% |
$6.16M - $8.92M
|
31K
$20M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
304New |
$165K - $239K
|
304
$196K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
310New |
$169K - $244K
|
310
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-25- 6.36% |
$13.6K - $19.7K
|
368
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-33- 3.86% |
$18K - $26K
|
823
$532K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.45K+ 102.13% |
$1.88M - $2.72M
|
6.83K
$4.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
274New |
$149K - $216K
|
274
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
146New |
$79.4K - $115K
|
146
$94.3K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 10.0% |
$19K - $27.6K
|
315
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
300New |
$163K - $236K
|
300
$194K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5- 1.09% |
$2.72K - $3.94K
|
455
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-75- 16.3% |
$40.8K - $59.1K
|
385
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.85K+ 3.43% |
$1.01M - $1.46M
|
55.9K
$36.1M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
273New |
$149K - $215K
|
273
$176K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
8.79K+ 220.52% |
$4.78M - $6.92M
|
12.8K
$8.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
34.3K+ 47.16% |
$18.6M - $27M
|
107K
$69.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
276New |
$150K - $217K
|
276
$178K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
320New |
$174K - $252K
|
320
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10+ 1.56% |
$5.44K - $7.88K
|
650
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$109K - $158K
|
200
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-660- 51.97% |
$359K - $520K
|
610
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
624New |
$339K - $491K
|
624
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 7.94% |
$2.72K - $3.94K
|
58
$37.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 10.0% |
$8.16K - $11.8K
|
135
$87.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$544 - $788
|
364
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
31+ 0.37% |
$16.9K - $24.4K
|
8.41K
$5.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
329New |
$179K - $259K
|
329
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-208- 24.13% |
$113K - $164K
|
654
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-232- 27.01% |
$126K - $183K
|
627
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
459New |
$250K - $362K
|
459
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2- 0.56% |
$1.09K - $1.58K
|
358
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
346New |
$188K - $273K
|
346
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.27% |
$544 - $788
|
45
$29.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
369New |
$201K - $291K
|
369
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
8.25K+ 2077.33% |
$4.49M - $6.5M
|
8.64K
$5.58M
|
|