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 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
327New |
$210K - $223K
|
327
$211K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
311New |
$200K - $213K
|
311
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
307New |
$197K - $210K
|
307
$198K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
263+ 4.32% |
$169K - $180K
|
6.36K
$4.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
261+ 1.13% |
$168K - $178K
|
23.3K
$15.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
247+ 11.71% |
$159K - $169K
|
2.36K
$1.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
242+ 8.64% |
$155K - $165K
|
3.04K
$1.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
241+ 22.38% |
$155K - $165K
|
1.32K
$851K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
235+ 1.72% |
$151K - $161K
|
13.9K
$9M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
213+ 47.44% |
$137K - $146K
|
662
$428K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
201+ 12.98% |
$129K - $137K
|
1.75K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
200+ 13.19% |
$128K - $137K
|
1.72K
$1.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
193+ 29.69% |
$124K - $132K
|
843
$545K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
173+ 5.16% |
$111K - $118K
|
3.52K
$2.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
168+ 21.29% |
$108K - $115K
|
957
$618K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
161+ 2.67% |
$103K - $110K
|
6.18K
$3.99M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
151+ 13.79% |
$96.9K - $103K
|
1.25K
$805K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
147+ 40.16% |
$94.3K - $100K
|
513
$331K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
147+ 36.66% |
$94.3K - $100K
|
548
$354K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
143+ 55.0% |
$91.8K - $97.7K
|
403
$260K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
139+ 3.22% |
$89.2K - $95K
|
4.46K
$2.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
137+ 27.13% |
$87.9K - $93.6K
|
642
$415K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
130+ 0.61% |
$83.4K - $88.8K
|
21.4K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
117+ 0.43% |
$75.1K - $80K
|
27.2K
$17.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
116+ 2.73% |
$74.4K - $79.3K
|
4.37K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
114+ 2.54% |
$73.2K - $77.9K
|
4.61K
$2.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
113+ 27.29% |
$72.5K - $77.2K
|
527
$340K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
107+ 25.54% |
$68.7K - $73.1K
|
526
$340K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
101New |
$64.8K - $69K
|
101
$65.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
97+ 3.06% |
$62.3K - $66.3K
|
3.26K
$2.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
96+ 13.93% |
$61.6K - $65.6K
|
785
$507K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
91+ 7.4% |
$58.4K - $62.2K
|
1.32K
$853K
|
|
|
Jan 15, 2026
Q4 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
88+ 1.27% |
$56.5K - $60.1K
|
7.03K
$4.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
84+ 2.9% |
$53.9K - $57.4K
|
2.98K
$1.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
84+ 5.18% |
$53.9K - $57.4K
|
1.71K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
78New |
$50.1K - $53.3K
|
78
$50.4K
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
BUY
|
- |
74+ 0.52% |
$47.5K - $50.6K
|
14.4K
$9.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
68+ 5.04% |
$43.6K - $46.5K
|
1.42K
$916K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
66+ 0.84% |
$42.4K - $45.1K
|
7.9K
$5.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
65+ 20.63% |
$41.7K - $44.4K
|
380
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
58+ 3.47% |
$37.2K - $39.6K
|
1.73K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
58+ 4.47% |
$37.2K - $39.6K
|
1.36K
$875K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
56+ 6.19% |
$35.9K - $38.3K
|
961
$621K
|
|
|
Jan 15, 2026
Q4 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
55+ 0.21% |
$35.3K - $37.6K
|
25.8K
$16.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
51+ 13.49% |
$32.7K - $34.9K
|
429
$277K
|
|
|
Jan 15, 2026
Q4 2025
|
Boit C F David
Boston, MA |
BUY
|
- |
50+ 0.64% |
$32.1K - $34.2K
|
7.9K
$5.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49+ 11.19% |
$31.4K - $33.5K
|
487
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47+ 8.87% |
$30.2K - $32.1K
|
577
$373K
|
|
|
Jan 16, 2026
Q4 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
46+ 0.84% |
$29.5K - $31.4K
|
5.52K
$3.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
41+ 1.69% |
$26.3K - $28K
|
2.47K
$1.59M
|
|