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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
9+ 0.19% |
$5K - $5.67K
|
4.79K
$3.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 1.96% |
$3.89K - $4.41K
|
351
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 13.33% |
$5.56K - $6.3K
|
65
$42K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
113+ 24.35% |
$62.8K - $71.2K
|
577
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
2.46K+ 101.15% |
$1.37M - $1.55M
|
4.89K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
803New |
$446K - $506K
|
803
$519K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1+ 0.23% |
$556 - $630
|
429
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7- 2.19% |
$3.89K - $4.41K
|
313
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146+ 31.67% |
$81.1K - $92K
|
607
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 3.86% |
$15K - $17K
|
727
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.26% |
$556 - $630
|
392
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-22- 1.08% |
$12.2K - $13.9K
|
2.02K
$1.31M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.86K- 24.34% |
$1.03M - $1.17M
|
5.78K
$3.74M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 4.11% |
$29.4K - $33.4K
|
1.34K
$868K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
300New |
$181K - $212K
|
300
$194K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
1.22K+ 8.4% |
$736K - $863K
|
15.8K
$10.2M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
1.51K+ 13.09% |
$907K - $1.06M
|
13K
$8.41M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-7.21K- 29.64% |
$4.34M - $5.09M
|
17.1K
$11.1M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$2.41K - $2.83K
|
4
$2.58K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$19.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.8KNew |
$1.68M - $1.97M
|
2.8K
$1.81M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14New |
$8.43K - $9.89K
|
14
$9.04K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2New |
$1.2K - $1.41K
|
2
$1.29K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
337New |
$203K - $238K
|
337
$218K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$9.69K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$24.1K - $28.3K
|
40
$25.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
265New |
$160K - $187K
|
265
$171K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.61% |
$1.2K - $1.41K
|
325
$210K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
1.2KNew |
$722K - $848K
|
1.2K
$775K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
25New |
$15.1K - $17.7K
|
25
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-204- 18.63% |
$123K - $144K
|
891
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-258K- 13.22% |
$155M - $182M
|
1.69M
$1.09B
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
BUY
|
- |
14.4K+ 101.65% |
$8.69M - $10.2M
|
28.6K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 19.87% |
$18.1K - $21.2K
|
121
$78.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
1.33KNew |
$798K - $936K
|
1.33K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-257- 1.06% |
$155K - $182K
|
24K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 2.89% |
$21.7K - $25.4K
|
1.28K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
180+ 47.62% |
$108K - $127K
|
558
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 1.36% |
$5.42K - $6.36K
|
673
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$36.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
377New |
$227K - $266K
|
377
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-2.2K- 81.48% |
$1.32M - $1.55M
|
500
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
4.55KNew |
$2.74M - $3.21M
|
4.55K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Manchester Global Management (Uk) LTD
London, X0 |
SELL
|
- |
-7.5K- 35.0% |
$4.52M - $5.3M
|
13.9K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
323New |
$194K - $228K
|
323
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8.17KNew |
$4.92M - $5.77M
|
8.17K
$5.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
840New |
$506K - $593K
|
840
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$6.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$6.02M - $7.06M
|
10K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-336K- 93.5% |
$202M - $237M
|
23.3K
$15.1M
|
|