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 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.43% |
$10.8K - $12.7K
|
760
$451K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
18+ 27.69% |
$10.8K - $12.7K
|
83
$49.3K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17+ 4.83% |
$10.2K - $12K
|
369
$219K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
17+ 2.79% |
$10.2K - $12K
|
627
$372K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 4.34% |
$10.2K - $12K
|
409
$243K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 145.45% |
$9.63K - $11.3K
|
27
$16K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16New |
$9.63K - $11.3K
|
16
$9.5K
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16+ 4.88% |
$9.63K - $11.3K
|
344
$204K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16+ 2.08% |
$9.63K - $11.3K
|
785
$466K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16+ 4.34% |
$9.63K - $11.3K
|
385
$229K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16+ 1.77% |
$9.63K - $11.3K
|
918
$545K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$8.9K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 24.59% |
$9.03K - $10.6K
|
76
$45.1K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 2.03% |
$9.03K - $10.6K
|
753
$447K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
15+ 2.65% |
$9.03K - $10.6K
|
580
$344K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$8.9K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$8.9K
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
15+ 5.36% |
$9.03K - $10.6K
|
295
$175K
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.97% |
$9.03K - $10.6K
|
1.57K
$931K
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 2.76% |
$9.03K - $10.6K
|
558
$331K
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14New |
$8.43K - $9.89K
|
14
$8.31K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 2.07% |
$8.43K - $9.89K
|
690
$410K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14+ 3.77% |
$8.43K - $9.89K
|
385
$229K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 4.9% |
$8.43K - $9.89K
|
300
$178K
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14+ 1.23% |
$8.43K - $9.89K
|
1.15K
$683K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
13+ 1.75% |
$7.83K - $9.18K
|
754
$448K
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
13+ 3.6% |
$7.83K - $9.18K
|
374
$222K
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
13+ 0.42% |
$7.83K - $9.18K
|
3.1K
$1.84M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 1.81% |
$7.83K - $9.18K
|
731
$434K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
12New |
$7.22K - $8.48K
|
12
$7.12K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 7.02% |
$7.22K - $8.48K
|
183
$109K
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
12+ 0.76% |
$7.22K - $8.48K
|
1.58K
$940K
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
12+ 2.43% |
$7.22K - $8.48K
|
505
$300K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12+ 1.65% |
$7.22K - $8.48K
|
739
$439K
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
12+ 1.59% |
$7.22K - $8.48K
|
766
$455K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
11+ 2.52% |
$6.62K - $7.77K
|
447
$265K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$6.62K - $7.77K
|
11
$6.53K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11+ 1.75% |
$6.62K - $7.77K
|
640
$380K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.81% |
$6.62K - $7.77K
|
1.37K
$811K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 20.0% |
$6.62K - $7.77K
|
66
$39.2K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
11+ 2.02% |
$6.62K - $7.77K
|
556
$330K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$5.94K
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 2.91% |
$6.02K - $7.06K
|
354
$210K
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10+ 0.27% |
$6.02K - $7.06K
|
3.69K
$2.19M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 0.09% |
$6.02K - $7.06K
|
10.9K
$6.45M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$5.94K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$5.94K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10+ 2.3% |
$6.02K - $7.06K
|
445
$264K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$5.94K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
10+ 2.38% |
$6.02K - $7.06K
|
430
$255K
|