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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-200- 1.86% |
$109K - $158K
|
10.6K
$6.82M
|
|
| Q1 2025 | |||||||
|
Jan 05, 2026
Q1 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-2Closed |
$1.11K - $1.26K
|
0
$0
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
282New |
$157K - $178K
|
282
$182K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2Closed |
$1.11K - $1.26K
|
0
$0
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
98New |
$54.5K - $61.8K
|
98
$63.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
61New |
$33.9K - $38.4K
|
61
$39.4K
|
|
|
May 15, 2025
Q1 2025
|
Dragoneer Investment Group, LLC
San Francisco, CA |
BUY
|
- |
646KNew |
$359M - $407M
|
646K
$417M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-1K- 11.11% |
$556K - $630K
|
8K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-6.61K- 89.93% |
$3.67M - $4.17M
|
740
$478K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
300New |
$167K - $189K
|
300
$194K
|
|
|
May 15, 2025
Q1 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-576- 4.84% |
$320K - $363K
|
11.3K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8+ 80.0% |
$4.45K - $5.04K
|
18
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-63.4K- 46.65% |
$35.2M - $40M
|
72.5K
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
336New |
$187K - $212K
|
336
$217K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2K- 5.64% |
$1.11M - $1.26M
|
33.5K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.24% |
$556 - $630
|
421
$272K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.64K- 55.5% |
$911K - $1.03M
|
1.31K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-225- 12.44% |
$125K - $142K
|
1.58K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
18.1KNew |
$10.1M - $11.4M
|
18.1K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.53K+ 22.72% |
$1.96M - $2.23M
|
19.1K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-3K- 33.33% |
$1.67M - $1.89M
|
6K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.62% |
$3.33K - $3.78K
|
969
$626K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 0.24% |
$1.67K - $1.89K
|
1.22K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
110New |
$61.1K - $69.3K
|
110
$71.1K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
65New |
$36.1K - $41K
|
65
$42K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
50KNew |
$27.8M - $31.5M
|
50K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
17New |
$9.45K - $10.7K
|
17
$11K
|
|
|
May 15, 2025
Q1 2025
|
Advent International Corp
Boston, MA |
BUY
|
- |
1.68K+ 45.98% |
$931K - $1.06M
|
5.32K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
52KNew |
$28.9M - $32.8M
|
52K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-13K- 94.11% |
$7.25M - $8.22M
|
816
$527K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
110New |
$61.1K - $69.3K
|
110
$71.1K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
16New |
$8.89K - $10.1K
|
16
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
PUT |
-7.9K- 43.89% |
$4.39M - $4.98M
|
10.1K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
3 G Capital Partners LP
New York, NY |
BUY
|
- |
10KNew |
$5.56M - $6.3M
|
10K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
3K+ 24.0% |
$1.67M - $1.89M
|
15.5K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$15.6K - $17.6K
|
28
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Benchstone Capital Management LP
New York, NY |
BUY
|
- |
49.1KNew |
$27.3M - $31M
|
49.1K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-848- 99.53% |
$471K - $534K
|
4
$2.58K
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
524+ 15.0% |
$291K - $330K
|
4.02K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
36.3K+ 114.13% |
$20.1M - $22.9M
|
68K
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
6.5KNew |
$3.61M - $4.1M
|
6.5K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
454+ 25.71% |
$252K - $286K
|
2.22K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-625- 48.3% |
$347K - $394K
|
669
$432K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
450
$291K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.38KNew |
$4.1M - $4.65M
|
7.38K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-243- 72.75% |
$135K - $153K
|
91
$58.8K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2- 0.33% |
$1.11K - $1.26K
|
604
$390K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3- 1.1% |
$1.67K - $1.89K
|
269
$174K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17- 4.83% |
$9.45K - $10.7K
|
335
$216K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.25% |
$556 - $630
|
404
$261K
|
|