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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 4.31% |
$22.6K - $28.3K
|
847
$547K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
83New |
$53.6K - $67K
|
83
$53.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.01KNew |
$652K - $815K
|
1.01K
$652K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6+ 0.14% |
$3.88K - $4.84K
|
4.28K
$2.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-93- 0.67% |
$60.1K - $75.1K
|
13.8K
$8.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 2.52% |
$1.82M - $2.27M
|
115K
$74.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-15- 78.95% |
$9.69K - $12.1K
|
4
$2.58K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4New |
$2.58K - $3.23K
|
4
$2.58K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
219New |
$141K - $177K
|
219
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-560- 16.69% |
$362K - $452K
|
2.8K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.64K+ 14.79% |
$3M - $3.75M
|
36.1K
$23.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7.7K+ 31.88% |
$4.97M - $6.22M
|
31.9K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-86- 2.58% |
$55.6K - $69.4K
|
3.24K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
326New |
$211K - $263K
|
326
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23+ 1.59% |
$14.9K - $18.6K
|
1.47K
$952K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
118+ 5.77% |
$76.2K - $95.3K
|
2.16K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.5K- 1.19% |
$970K - $1.21M
|
125K
$80.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
564+ 145.36% |
$364K - $455K
|
952
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-20- 5.81% |
$12.9K - $16.1K
|
324
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-884- 2.26% |
$571K - $714K
|
38.2K
$24.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.86% |
$1.94K - $2.42K
|
352
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-41- 4.8% |
$26.5K - $33.1K
|
813
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$6.46K - $8.07K
|
10
$6.46K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3- 33.33% |
$1.94K - $2.42K
|
6
$3.88K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
51+ 0.61% |
$32.9K - $41.2K
|
8.36K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-21- 0.25% |
$13.6K - $17K
|
8.41K
$5.43M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-652- 12.05% |
$421K - $526K
|
4.76K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 2.77% |
$6.46K - $8.07K
|
371
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-3- 0.02% |
$1.94K - $2.42K
|
16.6K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4- 0.58% |
$2.58K - $3.23K
|
688
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-2- 0.41% |
$1.29K - $1.61K
|
487
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-10- 3.22% |
$6.46K - $8.07K
|
301
$194K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-32- 4.92% |
$20.7K - $25.8K
|
618
$399K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.08KNew |
$696K - $870K
|
1.08K
$696K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
330+ 3.18% |
$213K - $266K
|
10.7K
$6.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$646 - $807
|
3.33K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-162- 1.66% |
$105K - $131K
|
9.61K
$6.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-11- 0.01% |
$7.11K - $8.88K
|
152K
$97.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
53.8K+ 21.85% |
$34.8M - $43.4M
|
300K
$194M
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
7+ 0.02% |
$4.52K - $5.65K
|
39.3K
$25.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2+ 0.11% |
$1.29K - $1.61K
|
1.75K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.4K- 32.83% |
$904K - $1.13M
|
2.87K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-283- 7.96% |
$183K - $228K
|
3.27K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 83.33% |
$6.46K - $8.07K
|
2
$1.29K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 69.39% |
$696K - $870K
|
475
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.7% |
$12.9K - $16.1K
|
2.89K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-70- 0.82% |
$45.2K - $56.5K
|
8.45K
$5.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
181+ 1.84% |
$117K - $146K
|
10K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 0.67% |
$11.6K - $14.5K
|
2.68K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$646 - $807
|
1.21K
$782K
|
|