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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 25.36% |
$735K - $919K
|
5.63K
$3.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
69+ 0.58% |
$44.6K - $55.7K
|
11.9K
$7.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6+ 3.39% |
$3.88K - $4.84K
|
183
$118K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-112- 4.88% |
$72.4K - $90.4K
|
2.18K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
235+ 27.26% |
$152K - $190K
|
1.1K
$709K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
156+ 12.14% |
$101K - $126K
|
1.44K
$931K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
110+ 7.5% |
$71.1K - $88.8K
|
1.58K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
39+ 11.24% |
$25.2K - $31.5K
|
386
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.49K+ 5.53% |
$3.54M - $4.43M
|
105K
$67.6M
|
|
|
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 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
953+ 26.36% |
$616K - $769K
|
4.57K
$2.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.28K+ 15.6% |
$1.47M - $1.84M
|
16.9K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
415New |
$268K - $335K
|
415
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
2.5KNew |
$1.62M - $2.02M
|
2.5K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-626- 3.31% |
$404K - $505K
|
18.3K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
21+ 1.1% |
$13.6K - $17K
|
1.94K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
314New |
$203K - $254K
|
314
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-200- 0.4% |
$129K - $161K
|
49.3K
$31.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
161New |
$104K - $130K
|
161
$104K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
26+ 7.37% |
$16.8K - $21K
|
379
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
194+ 5.35% |
$125K - $157K
|
3.82K
$2.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-34- 32.38% |
$22K - $27.5K
|
71
$45.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-16- 4.19% |
$10.3K - $12.9K
|
366
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-2- 0.31% |
$1.29K - $1.61K
|
647
$418K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-20- 1.05% |
$12.9K - $16.1K
|
1.88K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
115+ 3.01% |
$74.3K - $92.8K
|
3.94K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-419- 3.84% |
$271K - $338K
|
10.5K
$6.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
10.3KNew |
$6.64M - $8.3M
|
10.3K
$6.64M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.98KNew |
$1.28M - $1.6M
|
1.98K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.33K+ 21.4% |
$857K - $1.07M
|
7.52K
$4.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
61.4K+ 168.51% |
$39.7M - $49.6M
|
97.8K
$63.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-119- 12.54% |
$76.9K - $96.1K
|
830
$536K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.9K- 43.91% |
$1.23M - $1.54M
|
2.43K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
31.6K+ 22.88% |
$20.4M - $25.5M
|
170K
$110M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-238- 8.57% |
$154K - $192K
|
2.54K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 3.42% |
$15.5K - $19.4K
|
725
$468K
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-103- 1.36% |
$66.5K - $83.2K
|
7.46K
$4.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
22.1K+ 8.38% |
$14.2M - $17.8M
|
285K
$184M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$716K - $895K
|
1.11K
$716K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-53- 3.82% |
$34.2K - $42.8K
|
1.33K
$862K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-973- 14.07% |
$629K - $786K
|
5.94K
$3.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.4K+ 9.24% |
$10.6M - $13.3M
|
194K
$125M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-37- 1.63% |
$23.9K - $29.9K
|
2.24K
$1.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
150+ 0.21% |
$96.9K - $121K
|
70.8K
$45.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-392- 0.9% |
$253K - $316K
|
43.2K
$27.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
25.5K+ 4.59% |
$16.5M - $20.6M
|
581K
$375M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
334+ 47.31% |
$216K - $270K
|
1.04K
$672K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
12.9K+ 168.22% |
$8.36M - $10.5M
|
20.6K
$13.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
672+ 5.83% |
$434K - $543K
|
12.2K
$7.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-186K- 14.24% |
$120M - $150M
|
1.12M
$724M
|
|