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 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.5K+ 24.79% |
$1.61M - $2.01M
|
12.6K
$8.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 1.15% |
$2.58K - $3.23K
|
352
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
49+ 1.54% |
$31.7K - $39.6K
|
3.24K
$2.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
619New |
$400K - $500K
|
619
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 127.66% |
$77.5K - $96.9K
|
214
$138K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 3.28% |
$6.46K - $8.07K
|
315
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
310New |
$200K - $250K
|
310
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
344New |
$222K - $278K
|
344
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
589+ 10.6% |
$381K - $476K
|
6.15K
$3.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 1.98% |
$35.5K - $44.4K
|
2.83K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 4.04% |
$50.4K - $63K
|
2.01K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5.88K- 28.26% |
$3.8M - $4.75M
|
14.9K
$9.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.47K- 81.74% |
$952K - $1.19M
|
329
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.88K+ 4721.31% |
$1.86M - $2.33M
|
2.94K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-152- 9.42% |
$98.2K - $123K
|
1.46K
$944K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 13.99% |
$133K - $166K
|
1.27K
$818K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.46% |
$11K - $13.7K
|
509
$329K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6- 1.29% |
$3.88K - $4.84K
|
459
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-37- 10.69% |
$23.9K - $29.9K
|
309
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
862New |
$557K - $696K
|
862
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-100- 9.56% |
$64.6K - $80.7K
|
946
$611K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
260+ 0.83% |
$168K - $210K
|
31.5K
$20.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-190- 9.72% |
$123K - $153K
|
1.77K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.1K- 4.57% |
$711K - $888K
|
23K
$14.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-55- 4.93% |
$35.5K - $44.4K
|
1.06K
$685K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
34+ 0.66% |
$22K - $27.5K
|
5.21K
$3.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79- 3.86% |
$51K - $63.8K
|
1.97K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 196.22% |
$772K - $965K
|
1.8K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-100- 0.63% |
$64.6K - $80.7K
|
15.9K
$10.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 3.84% |
$41.3K - $51.7K
|
1.73K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
17+ 1.62% |
$11K - $13.7K
|
1.07K
$689K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-332- 19.69% |
$214K - $268K
|
1.35K
$875K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
92+ 19.83% |
$59.4K - $74.3K
|
556
$359K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
13+ 2.86% |
$8.4K - $10.5K
|
467
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
2.97KNew |
$1.92M - $2.39M
|
2.97K
$1.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
363+ 66.48% |
$235K - $293K
|
909
$587K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 1.03% |
$9.69K - $12.1K
|
1.44K
$928K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-17- 2.44% |
$11K - $13.7K
|
679
$439K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
335+ 0.46% |
$216K - $270K
|
73.6K
$47.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-444- 1.04% |
$287K - $358K
|
42.1K
$27.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15+ 57.69% |
$9.69K - $12.1K
|
41
$26.5K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-17- 1.4% |
$11K - $13.7K
|
1.2K
$774K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$8.4K - $10.5K
|
2.94K
$1.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6- 0.52% |
$3.88K - $4.84K
|
1.16K
$747K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 2.65% |
$6.46K - $8.07K
|
367
$237K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
708+ 5.46% |
$457K - $572K
|
13.7K
$8.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-14- 1.39% |
$9.04K - $11.3K
|
994
$642K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
229K+ 43.27% |
$148M - $185M
|
758K
$490M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
3+ 0.15% |
$1.94K - $2.42K
|
2.01K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-32- 0.71% |
$20.7K - $25.8K
|
4.49K
$2.9M
|
|