Latest Institutional Purchases of Intuit Inc (INTU)
This list provides information on the latest institutional transactions involving Intuit Inc (INTU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
30+ 4.23% |
$18.1K - $21.2K
|
739
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
28+ 0.14% |
$16.9K - $19.8K
|
20.2K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
28+ 2.28% |
$16.9K - $19.8K
|
1.26K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 2.01% |
$16.9K - $19.8K
|
1.42K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28+ 2.12% |
$16.9K - $19.8K
|
1.35K
$799K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
28+ 1.62% |
$16.9K - $19.8K
|
1.76K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
28+ 12.79% |
$16.9K - $19.8K
|
247
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 7.67% |
$16.9K - $19.8K
|
393
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27+ 7.5% |
$16.3K - $19.1K
|
387
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27+ 1.82% |
$16.3K - $19.1K
|
1.51K
$896K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 6.31% |
$16.3K - $19.1K
|
455
$270K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
26+ 0.05% |
$15.7K - $18.4K
|
50K
$29.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26+ 2.22% |
$15.7K - $18.4K
|
1.2K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 1.55% |
$15.7K - $18.4K
|
1.71K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$15.4K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 5.99% |
$15.7K - $18.4K
|
460
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 1.18% |
$15.7K - $18.4K
|
2.23K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$15.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
25New |
$15.1K - $17.7K
|
25
$14.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.87% |
$15.1K - $17.7K
|
451
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
24+ 3.79% |
$14.4K - $17K
|
657
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 7.02% |
$14.4K - $17K
|
366
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24+ 0.59% |
$14.4K - $17K
|
4.08K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23+ 0.13% |
$13.8K - $16.2K
|
17.8K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
23New |
$13.8K - $16.2K
|
23
$13.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23New |
$13.8K - $16.2K
|
23
$13.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
23+ 6.97% |
$13.8K - $16.2K
|
353
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 4.69% |
$13.8K - $16.2K
|
513
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
22+ 6.73% |
$13.2K - $15.5K
|
349
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$13.2K - $15.5K
|
22
$13.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.1% |
$13.2K - $15.5K
|
2.02K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
22+ 3.53% |
$13.2K - $15.5K
|
646
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
21+ 3.37% |
$12.6K - $14.8K
|
645
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
20+ 4.12% |
$12K - $14.1K
|
506
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
20+ 1.06% |
$12K - $14.1K
|
1.9K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
20+ 12.74% |
$12K - $14.1K
|
177
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
20+ 5.97% |
$12K - $14.1K
|
355
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
20+ 0.1% |
$12K - $14.1K
|
19.4K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 6.13% |
$12K - $14.1K
|
346
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20New |
$12K - $14.1K
|
20
$11.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 0.74% |
$12K - $14.1K
|
2.72K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 2.4% |
$12K - $14.1K
|
855
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
20+ 3.94% |
$12K - $14.1K
|
528
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.73% |
$12K - $14.1K
|
2.76K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 1.62% |
$11.4K - $13.4K
|
1.19K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
19+ 2.18% |
$11.4K - $13.4K
|
889
$528K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
19+ 475.0% |
$11.4K - $13.4K
|
23
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18+ 18.0% |
$10.8K - $12.7K
|
118
$70K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18+ 18.0% |
$10.8K - $12.7K
|
118
$70K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18+ 3.67% |
$10.8K - $12.7K
|
508
$302K
|