Latest Institutional Purchases of Intuit Inc (INTU)
This list provides information on the latest institutional transactions involving Intuit Inc (INTU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14+ 2.41% |
$9.04K - $11.3K
|
594
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14+ 0.52% |
$9.04K - $11.3K
|
2.71K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14+ 1.63% |
$9.04K - $11.3K
|
873
$564K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
13+ 1.2% |
$8.4K - $10.5K
|
1.1K
$708K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13+ 3.95% |
$8.4K - $10.5K
|
342
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 12.5% |
$8.4K - $10.5K
|
117
$75.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
13+ 2.86% |
$8.4K - $10.5K
|
467
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$8.4K - $10.5K
|
2.94K
$1.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
13+ 1.6% |
$8.4K - $10.5K
|
828
$535K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13+ 2.68% |
$8.4K - $10.5K
|
498
$322K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
12+ 0.68% |
$7.75K - $9.69K
|
1.77K
$1.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
12+ 1.48% |
$7.75K - $9.69K
|
821
$530K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 0.77% |
$7.75K - $9.69K
|
1.57K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12+ 5.29% |
$7.75K - $9.69K
|
239
$154K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12+ 2.48% |
$7.75K - $9.69K
|
496
$320K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 2.69% |
$7.75K - $9.69K
|
458
$296K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
12+ 5.85% |
$7.75K - $9.69K
|
217
$140K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11+ 0.95% |
$7.11K - $8.88K
|
1.17K
$758K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 5.34% |
$7.11K - $8.88K
|
217
$140K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$6.46K - $8.07K
|
10
$6.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 3.01% |
$6.46K - $8.07K
|
342
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.15% |
$6.46K - $8.07K
|
6.62K
$4.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 2.44% |
$6.46K - $8.07K
|
420
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10+ 1.64% |
$6.46K - $8.07K
|
621
$401K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 10.31% |
$6.46K - $8.07K
|
107
$69.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10+ 1.28% |
$6.46K - $8.07K
|
789
$510K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
10+ 3.16% |
$6.46K - $8.07K
|
326
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$6.46K - $8.07K
|
10
$6.46K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 2.77% |
$6.46K - $8.07K
|
371
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 3.28% |
$6.46K - $8.07K
|
315
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
10+ 0.18% |
$6.46K - $8.07K
|
5.7K
$3.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
10+ 2.5% |
$6.46K - $8.07K
|
410
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9+ 2.85% |
$5.81K - $7.27K
|
325
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
9+ 2.05% |
$5.81K - $7.27K
|
447
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$5.81K - $7.27K
|
9
$5.81K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.14% |
$5.81K - $7.27K
|
6.36K
$4.11M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9+ 2.56% |
$5.81K - $7.27K
|
361
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
8+ 2.04% |
$5.17K - $6.46K
|
401
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 20.51% |
$5.17K - $6.46K
|
47
$30.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8+ 1.37% |
$5.17K - $6.46K
|
591
$382K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 2.56% |
$5.17K - $6.46K
|
320
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.36% |
$5.17K - $6.46K
|
2.21K
$1.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 2.42% |
$5.17K - $6.46K
|
339
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 1.84% |
$4.52K - $5.65K
|
387
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 4.55% |
$4.52K - $5.65K
|
161
$104K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
7+ 0.51% |
$4.52K - $5.65K
|
1.39K
$895K
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
7+ 0.02% |
$4.52K - $5.65K
|
39.3K
$25.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 4.19% |
$4.52K - $5.65K
|
174
$112K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 2.88% |
$4.52K - $5.65K
|
250
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 2.4% |
$3.88K - $4.84K
|
256
$165K
|
|