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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 2.25% |
$7.7K - $8.2K
|
521
$337K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.74K- 57.26% |
$1.11M - $1.19M
|
1.3K
$837K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
22+ 1.43% |
$14.1K - $15K
|
1.56K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47+ 8.87% |
$30.2K - $32.1K
|
577
$373K
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1K+ 19.04% |
$642K - $683K
|
6.25K
$4.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.46K- 2.63% |
$1.58M - $1.68M
|
91K
$58.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1- 0.11% |
$642 - $683
|
904
$584K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.06K- 7.67% |
$1.32M - $1.41M
|
24.8K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.05% |
$642 - $683
|
2.02K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-295- 4.78% |
$189K - $202K
|
5.88K
$3.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
45.4KNew |
$29.1M - $31M
|
45.4K
$29.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3+ 0.13% |
$1.93K - $2.05K
|
2.37K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
14+ 1.28% |
$8.99K - $9.57K
|
1.11K
$716K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
423New |
$271K - $289K
|
423
$273K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14- 4.17% |
$8.99K - $9.57K
|
322
$208K
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-54- 1.26% |
$34.7K - $36.9K
|
4.24K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
307New |
$197K - $210K
|
307
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-19- 2.84% |
$12.2K - $13K
|
650
$420K
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.54K- 24.38% |
$986K - $1.05M
|
4.77K
$3.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.44K- 99.31% |
$1.56M - $1.66M
|
17
$11K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
241+ 22.38% |
$155K - $165K
|
1.32K
$851K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
116+ 2.73% |
$74.4K - $79.3K
|
4.37K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
26+ 8.87% |
$16.7K - $17.8K
|
319
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19+ 54.29% |
$12.2K - $13K
|
54
$34.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
65+ 20.63% |
$41.7K - $44.4K
|
380
$245K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
BUY
|
- |
3+ 0.45% |
$1.93K - $2.05K
|
670
$433K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 2.53% |
$684K - $728K
|
41K
$26.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
40+ 4.37% |
$25.7K - $27.3K
|
955
$617K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.2KNew |
$1.41M - $1.51M
|
2.2K
$1.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
114+ 2.54% |
$73.2K - $77.9K
|
4.61K
$2.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 0.41% |
$1.93K - $2.05K
|
729
$471K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
13New |
$8.34K - $8.88K
|
13
$8.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.13K- 11.27% |
$725K - $772K
|
8.9K
$5.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-17- 4.55% |
$10.9K - $11.6K
|
357
$231K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.19K- 13.84% |
$764K - $814K
|
7.41K
$4.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-75- 8.83% |
$48.1K - $51.3K
|
774
$500K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
143+ 55.0% |
$91.8K - $97.7K
|
403
$260K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-411- 29.38% |
$264K - $281K
|
988
$638K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17+ 5.17% |
$10.9K - $11.6K
|
346
$224K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 1.54% |
$4.49K - $4.78K
|
462
$298K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-113- 3.51% |
$72.5K - $77.2K
|
3.11K
$2.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
8+ 1.57% |
$5.13K - $5.47K
|
518
$335K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
213+ 47.44% |
$137K - $146K
|
662
$428K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-337- 32.69% |
$216K - $230K
|
694
$448K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7- 0.41% |
$4.49K - $4.78K
|
1.71K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.58K- 11.76% |
$1.02M - $1.08M
|
11.9K
$7.67M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-110- 2.89% |
$70.6K - $75.2K
|
3.7K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
33+ 2.04% |
$21.2K - $22.6K
|
1.65K
$1.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Nat West Group PLC
|
SELL
|
- |
-3.59K- 25.64% |
$2.3M - $2.45M
|
10.4K
$6.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Syquant Capital Sas
|
BUY
|
- |
105KNew |
$67.4M - $71.8M
|
105K
$67.8M
|
|