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 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
22+ 4.51% |
$14.2K - $17.8K
|
510
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
52New |
$33.6K - $42K
|
52
$33.6K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
147+ 0.92% |
$95K - $119K
|
16.2K
$10.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-3- 0.71% |
$1.94K - $2.42K
|
419
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3+ 0.44% |
$1.94K - $2.42K
|
687
$444K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$1.94K - $2.42K
|
3
$1.94K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
228+ 0.53% |
$147K - $184K
|
43.6K
$28.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
133KNew |
$85.6M - $107M
|
133K
$85.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
340+ 16.43% |
$220K - $275K
|
2.41K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14+ 2.41% |
$9.04K - $11.3K
|
594
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-136- 3.96% |
$87.9K - $110K
|
3.3K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-10- 1.85% |
$6.46K - $8.07K
|
531
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
18+ 2.4% |
$11.6K - $14.5K
|
768
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
15+ 3.78% |
$9.69K - $12.1K
|
412
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
270+ 3.02% |
$174K - $218K
|
9.2K
$5.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-40- 9.48% |
$25.8K - $32.3K
|
382
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
324+ 9.39% |
$209K - $262K
|
3.78K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14+ 0.52% |
$9.04K - $11.3K
|
2.71K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27+ 0.94% |
$17.4K - $21.8K
|
2.89K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5- 0.63% |
$3.23K - $4.04K
|
792
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1+ 0.62% |
$646 - $807
|
162
$105K
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.17KNew |
$757K - $945K
|
1.17K
$756K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
158+ 0.51% |
$102K - $128K
|
31.4K
$20.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
310+ 16.17% |
$200K - $250K
|
2.23K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-896- 15.37% |
$579K - $723K
|
4.93K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
BUY
|
- |
1.63K+ 50.75% |
$1.05M - $1.32M
|
4.85K
$3.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
20+ 40.0% |
$12.9K - $16.1K
|
70
$45.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.7K+ 4.24% |
$3.03M - $3.79M
|
115K
$74.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-40- 1.1% |
$25.8K - $32.3K
|
3.6K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-18- 0.82% |
$11.6K - $14.5K
|
2.17K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 48.95% |
$674K - $843K
|
3.18K
$2.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
260+ 2.04% |
$168K - $210K
|
13K
$8.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
128+ 45.39% |
$82.7K - $103K
|
410
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
26.4KNew |
$17.1M - $21.3M
|
26.4K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
153+ 17.27% |
$98.8K - $124K
|
1.04K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
104+ 9.23% |
$67.2K - $84K
|
1.23K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
43.8KNew |
$28.3M - $35.3M
|
43.8K
$28.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-3- 0.51% |
$1.94K - $2.42K
|
586
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
300New |
$194K - $242K
|
300
$194K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
357New |
$231K - $288K
|
357
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-561- 33.55% |
$362K - $453K
|
1.11K
$718K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6+ 0.63% |
$3.88K - $4.84K
|
960
$620K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.4K- 60.91% |
$14.5M - $18.1M
|
14.4K
$9.28M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9- 1.32% |
$5.81K - $7.27K
|
673
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-68- 91.89% |
$43.9K - $54.9K
|
6
$3.88K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-624- 7.24% |
$403K - $504K
|
8K
$5.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.56K+ 9.85% |
$1.01M - $1.26M
|
17.4K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3New |
$1.94K - $2.42K
|
3
$1.94K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-12- 2.63% |
$7.75K - $9.69K
|
445
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-3- 0.87% |
$1.94K - $2.42K
|
340
$220K
|
|