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 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
193+ 29.69% |
$124K - $132K
|
843
$545K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-181- 3.15% |
$116K - $124K
|
5.56K
$3.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-140- 6.88% |
$89.9K - $95.7K
|
1.89K
$1.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-181- 9.95% |
$116K - $124K
|
1.64K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-590- 65.7% |
$379K - $403K
|
308
$199K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$3.85K - $4.1K
|
6
$3.88K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-101- 5.35% |
$64.8K - $69K
|
1.79K
$1.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15.6K+ 52.87% |
$9.99M - $10.6M
|
45K
$29.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-22- 2.82% |
$14.1K - $15K
|
757
$489K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-51- 91.07% |
$32.7K - $34.9K
|
5
$3.23K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.48% |
$8.34K - $8.88K
|
890
$575K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
96+ 13.93% |
$61.6K - $65.6K
|
785
$507K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
242+ 8.64% |
$155K - $165K
|
3.04K
$1.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3- 0.45% |
$1.93K - $2.05K
|
666
$430K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-110- 0.54% |
$70.6K - $75.2K
|
20.1K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
25+ 0.47% |
$16K - $17.1K
|
5.38K
$3.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.66K+ 3.76% |
$1.71M - $1.82M
|
73.5K
$47.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
137+ 27.13% |
$87.9K - $93.6K
|
642
$415K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 6.98% |
$3.85K - $4.1K
|
92
$59.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
78New |
$50.1K - $53.3K
|
78
$50.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
51+ 13.49% |
$32.7K - $34.9K
|
429
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$2.57K - $2.73K
|
1.52K
$982K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
58+ 3.47% |
$37.2K - $39.6K
|
1.73K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
468+ 3.0% |
$300K - $320K
|
16.1K
$10.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6- 0.76% |
$3.85K - $4.1K
|
782
$505K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
32+ 7.88% |
$20.5K - $21.9K
|
438
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
84+ 5.18% |
$53.9K - $57.4K
|
1.71K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-52- 10.02% |
$33.4K - $35.5K
|
467
$302K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3+ 0.85% |
$1.93K - $2.05K
|
355
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.68K+ 1.26% |
$1.08M - $1.15M
|
135K
$87M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16- 0.78% |
$10.3K - $10.9K
|
2.05K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 9.11% |
$61K - $64.9K
|
948
$612K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
544+ 5.89% |
$349K - $372K
|
9.79K
$6.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.13K+ 6.52% |
$727K - $774K
|
18.5K
$12M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$1.07M - $1.14M
|
1.67K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
113+ 27.29% |
$72.5K - $77.2K
|
527
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
891+ 2.94% |
$572K - $609K
|
31.2K
$20.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
656+ 1.29% |
$421K - $448K
|
51.6K
$33.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-11- 0.09% |
$7.06K - $7.52K
|
12.1K
$7.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.53% |
$2.57K - $2.73K
|
756
$488K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49+ 11.19% |
$31.4K - $33.5K
|
487
$315K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 1.1% |
$4.49K - $4.78K
|
630
$407K
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-299- 4.35% |
$192K - $204K
|
6.58K
$4.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
173+ 5.16% |
$111K - $118K
|
3.52K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
10+ 2.71% |
$6.42K - $6.83K
|
379
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
547New |
$351K - $374K
|
547
$353K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
147+ 36.66% |
$94.3K - $100K
|
548
$354K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-40- 4.5% |
$25.7K - $27.3K
|
849
$548K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18+ 2.41% |
$11.6K - $12.3K
|
764
$494K
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
SELL
|
- |
-47- 10.47% |
$30.2K - $32.1K
|
402
$260K
|
|