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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
18+ 2.71% |
$11.6K - $14.5K
|
681
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
18+ 1.01% |
$11.6K - $14.5K
|
1.8K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
18+ 2.38% |
$11.6K - $14.5K
|
774
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 6.47% |
$11.6K - $14.5K
|
296
$191K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
18+ 2.4% |
$11.6K - $14.5K
|
768
$496K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17+ 0.13% |
$11K - $13.7K
|
13.6K
$8.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
17+ 4.72% |
$11K - $13.7K
|
377
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 1.03% |
$11K - $13.7K
|
1.66K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
17+ 0.41% |
$11K - $13.7K
|
4.15K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.46% |
$11K - $13.7K
|
509
$329K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
17+ 1.62% |
$11K - $13.7K
|
1.07K
$689K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17New |
$11K - $13.7K
|
17
$11K
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
16+ 0.42% |
$10.3K - $12.9K
|
3.87K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
16New |
$10.3K - $12.9K
|
16
$10.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Ns Partners LTD
|
BUY
|
- |
16+ 0.02% |
$10.3K - $12.9K
|
97.8K
$63.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16+ 2.1% |
$10.3K - $12.9K
|
779
$503K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 8.6% |
$10.3K - $12.9K
|
202
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 1.51% |
$9.69K - $12.1K
|
1.01K
$651K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15+ 0.59% |
$9.69K - $12.1K
|
2.57K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15+ 1.93% |
$9.69K - $12.1K
|
791
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 2.89% |
$9.69K - $12.1K
|
534
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.44% |
$9.69K - $12.1K
|
3.41K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 23.81% |
$9.69K - $12.1K
|
78
$50.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
15+ 3.78% |
$9.69K - $12.1K
|
412
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
14+ 1.1% |
$9.04K - $11.3K
|
1.29K
$835K
|
|
|
Nov 10, 2025
Q3 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.89% |
$9.04K - $11.3K
|
1.58K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
14+ 3.7% |
$9.04K - $11.3K
|
392
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
14+ 4.06% |
$9.04K - $11.3K
|
359
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14+ 3.24% |
$9.04K - $11.3K
|
446
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 1.18% |
$9.04K - $11.3K
|
1.2K
$775K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
14+ 0.68% |
$9.04K - $11.3K
|
2.07K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14+ 2.41% |
$9.04K - $11.3K
|
594
$384K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
13+ 1.2% |
$8.4K - $10.5K
|
1.1K
$708K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13+ 3.95% |
$8.4K - $10.5K
|
342
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 12.5% |
$8.4K - $10.5K
|
117
$75.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
13+ 2.86% |
$8.4K - $10.5K
|
467
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$8.4K - $10.5K
|
2.94K
$1.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
13+ 1.6% |
$8.4K - $10.5K
|
828
$535K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13+ 2.68% |
$8.4K - $10.5K
|
498
$322K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
12+ 0.68% |
$7.75K - $9.69K
|
1.77K
$1.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
12+ 1.48% |
$7.75K - $9.69K
|
821
$530K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 0.77% |
$7.75K - $9.69K
|
1.57K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12+ 5.29% |
$7.75K - $9.69K
|
239
$154K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12+ 2.48% |
$7.75K - $9.69K
|
496
$320K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
12+ 5.85% |
$7.75K - $9.69K
|
217
$140K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11+ 0.95% |
$7.11K - $8.88K
|
1.17K
$758K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 5.34% |
$7.11K - $8.88K
|
217
$140K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$6.46K - $8.07K
|
10
$6.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 3.01% |
$6.46K - $8.07K
|
342
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.15% |
$6.46K - $8.07K
|
6.62K
$4.28M
|
|