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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2025
Q3 2025
|
Saranac Partners LTD
London, |
BUY
|
- |
665New |
$430K - $537K
|
665
$430K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
67+ 7.96% |
$43.3K - $54.1K
|
909
$587K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 2.52% |
$58.8K - $73.5K
|
3.52K
$2.27M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.15K- 20.27% |
$742K - $928K
|
4.52K
$2.92M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-10- 2.26% |
$6.46K - $8.07K
|
433
$280K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.06K+ 113.91% |
$1.33M - $1.67M
|
3.87K
$2.5M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
25New |
$16.2K - $20.2K
|
25
$16.1K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1New |
$646 - $807
|
1
$646
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$6.46K - $8.07K
|
10
$6.46K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-39- 2.6% |
$25.2K - $31.5K
|
1.46K
$943K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
419+ 1.0% |
$271K - $338K
|
42.3K
$27.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 1.07% |
$6.46K - $8.07K
|
925
$598K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-53.5K- 52.35% |
$34.6M - $43.2M
|
48.7K
$31.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
26+ 6.5% |
$16.8K - $21K
|
426
$275K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.7K+ 54.61% |
$11.5M - $14.3M
|
50.2K
$32.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 1.66% |
$22.6K - $28.3K
|
2.08K
$1.34M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
179+ 17.29% |
$116K - $145K
|
1.21K
$784K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.56K- 8.67% |
$1.65M - $2.07M
|
27K
$17.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
34+ 23.29% |
$22K - $27.5K
|
180
$116K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
12+ 0.68% |
$7.75K - $9.69K
|
1.77K
$1.14M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-268- 19.48% |
$173K - $216K
|
1.11K
$716K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
30+ 3.46% |
$19.4K - $24.2K
|
897
$579K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35+ 1.75% |
$22.6K - $28.3K
|
2.03K
$1.31M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.74K- 4.9% |
$1.12M - $1.4M
|
33.7K
$21.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
221K+ 3497.87% |
$143M - $179M
|
228K
$147M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
329+ 3.98% |
$213K - $266K
|
8.6K
$5.55M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.92K+ 10.86% |
$5.76M - $7.2M
|
91.1K
$58.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-83- 11.81% |
$53.6K - $67K
|
620
$401K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-258- 24.0% |
$167K - $208K
|
817
$528K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-36- 8.41% |
$23.3K - $29.1K
|
392
$253K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
382New |
$247K - $308K
|
382
$247K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
650+ 4.44% |
$420K - $525K
|
15.3K
$9.87M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
133K+ 15.45% |
$85.6M - $107M
|
990K
$640M
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
370+ 5.56% |
$239K - $299K
|
7.02K
$4.53M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
18.3KNew |
$11.9M - $14.8M
|
18.3K
$11.9M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17+ 0.13% |
$11K - $13.7K
|
13.6K
$8.79M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.09% |
$1.94K - $2.42K
|
3.23K
$2.09M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
352+ 20.37% |
$227K - $284K
|
2.08K
$1.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
12.8K+ 2157.24% |
$8.28M - $10.3M
|
13.4K
$8.66M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
7.36K+ 2.56% |
$4.75M - $5.94M
|
294K
$190M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-1.88K- 34.04% |
$1.21M - $1.52M
|
3.64K
$2.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.66K+ 496.26% |
$1.72M - $2.14M
|
3.19K
$2.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
141New |
$91.1K - $114K
|
141
$91.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-46- 2.3% |
$29.7K - $37.1K
|
1.95K
$1.26M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.04KNew |
$672K - $840K
|
1.04K
$672K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-123- 23.21% |
$79.5K - $99.3K
|
407
$263K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
39K+ 393.37% |
$25.2M - $31.5M
|
48.9K
$31.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5+ 1.13% |
$3.23K - $4.04K
|
447
$289K
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-163- 3.65% |
$105K - $132K
|
4.3K
$2.78M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-81- 1.41% |
$52.3K - $65.4K
|
5.66K
$3.65M
|
|