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 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.85% |
$3.81K - $5.51K
|
833
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
513New |
$279K - $404K
|
513
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
352New |
$192K - $277K
|
352
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.24% |
$544 - $788
|
418
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
248+ 165.33% |
$135K - $195K
|
398
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-252- 21.34% |
$137K - $198K
|
929
$600K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
292New |
$159K - $230K
|
292
$189K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
271New |
$147K - $213K
|
271
$175K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11New |
$5.98K - $8.66K
|
11
$7.11K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-25- 7.06% |
$13.6K - $19.7K
|
329
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5- 1.1% |
$2.72K - $3.94K
|
451
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
304New |
$165K - $239K
|
304
$196K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.31K- 4.86% |
$710K - $1.03M
|
25.5K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
17New |
$9.25K - $13.4K
|
17
$11K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 6.9% |
$4.35K - $6.3K
|
108
$69.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
244+ 6.12% |
$133K - $192K
|
4.23K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-7- 1.69% |
$3.81K - $5.51K
|
406
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
267New |
$145K - $210K
|
267
$172K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
297New |
$162K - $234K
|
297
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
422New |
$230K - $332K
|
422
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2+ 12.5% |
$1.09K - $1.58K
|
18
$11.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
276New |
$150K - $217K
|
276
$178K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
14New |
$7.62K - $11K
|
14
$9.04K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 0.87% |
$1.09K - $1.58K
|
233
$151K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
13.8K+ 45896.67% |
$7.49M - $10.8M
|
13.8K
$8.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.14% |
$1.09K - $1.58K
|
1.46K
$944K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$1.09K - $1.58K
|
2
$1.29K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-23- 0.45% |
$12.5K - $18.1K
|
5.14K
$3.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 34.48% |
$5.44K - $7.88K
|
39
$25.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
264New |
$144K - $208K
|
264
$171K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
3.2KNew |
$1.74M - $2.52M
|
3.2K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
263New |
$143K - $207K
|
263
$170K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4- 0.73% |
$2.18K - $3.15K
|
546
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.34% |
$1.09K - $1.58K
|
592
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
304New |
$165K - $239K
|
304
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
6.58K+ 50.36% |
$3.58M - $5.18M
|
19.7K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
353New |
$192K - $278K
|
353
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-247- 12.73% |
$134K - $195K
|
1.69K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-993- 72.75% |
$540K - $782K
|
372
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
285New |
$155K - $224K
|
285
$184K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
287New |
$156K - $226K
|
287
$185K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 0.1% |
$544 - $788
|
992
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-15- 2.2% |
$8.16K - $11.8K
|
667
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
262New |
$143K - $206K
|
262
$169K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
307New |
$167K - $242K
|
307
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
763New |
$415K - $601K
|
763
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4New |
$2.18K - $3.15K
|
4
$2.58K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
265New |
$144K - $209K
|
265
$171K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
255New |
$139K - $201K
|
255
$165K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6.15K- 17.63% |
$3.35M - $4.84M
|
28.7K
$18.6M
|
|