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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
10+ 2.5% |
$6.46K - $8.07K
|
410
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9+ 2.85% |
$5.81K - $7.27K
|
325
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
9+ 2.05% |
$5.81K - $7.27K
|
447
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$5.81K - $7.27K
|
9
$5.81K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
8+ 2.04% |
$5.17K - $6.46K
|
401
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 20.51% |
$5.17K - $6.46K
|
47
$30.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8+ 1.37% |
$5.17K - $6.46K
|
591
$382K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 2.56% |
$5.17K - $6.46K
|
320
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.36% |
$5.17K - $6.46K
|
2.21K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 1.84% |
$4.52K - $5.65K
|
387
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 4.55% |
$4.52K - $5.65K
|
161
$104K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
7+ 0.51% |
$4.52K - $5.65K
|
1.39K
$895K
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
7+ 0.02% |
$4.52K - $5.65K
|
39.3K
$25.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 4.19% |
$4.52K - $5.65K
|
174
$112K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 2.88% |
$4.52K - $5.65K
|
250
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 2.4% |
$3.88K - $4.84K
|
256
$165K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6+ 3.39% |
$3.88K - $4.84K
|
183
$118K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
6+ 4.11% |
$3.88K - $4.84K
|
152
$98.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.06% |
$3.88K - $4.84K
|
10.3K
$6.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
6+ 2.07% |
$3.88K - $4.84K
|
296
$191K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6+ 0.14% |
$3.88K - $4.84K
|
4.28K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6+ 0.63% |
$3.88K - $4.84K
|
960
$620K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6+ 2.91% |
$3.88K - $4.84K
|
212
$137K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5+ 1.13% |
$3.23K - $4.04K
|
447
$289K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 1.29% |
$3.23K - $4.04K
|
394
$255K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 8.06% |
$3.23K - $4.04K
|
67
$43.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5+ 1.17% |
$3.23K - $4.04K
|
434
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.86% |
$3.23K - $4.04K
|
586
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.15% |
$2.58K - $3.23K
|
2.62K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.29% |
$2.58K - $3.23K
|
313
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
4+ 33.33% |
$2.58K - $3.23K
|
16
$10.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
4+ 0.4% |
$2.58K - $3.23K
|
1K
$647K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 6.56% |
$2.58K - $3.23K
|
65
$42K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4+ 26.67% |
$2.58K - $3.23K
|
19
$12.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 5.56% |
$2.58K - $3.23K
|
76
$49.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$2.58K - $3.23K
|
698
$451K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4+ 1.02% |
$2.58K - $3.23K
|
398
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4New |
$2.58K - $3.23K
|
4
$2.58K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 1.15% |
$2.58K - $3.23K
|
352
$227K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.09% |
$1.94K - $2.42K
|
3.23K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3+ 18.75% |
$1.94K - $2.42K
|
19
$12.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 25.0% |
$1.94K - $2.42K
|
15
$9.69K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
3+ 0.17% |
$1.94K - $2.42K
|
1.72K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 0.56% |
$1.94K - $2.42K
|
543
$351K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3+ 9.38% |
$1.94K - $2.42K
|
35
$22.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
3New |
$1.94K - $2.42K
|
3
$1.94K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.86% |
$1.94K - $2.42K
|
352
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3+ 0.44% |
$1.94K - $2.42K
|
687
$444K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$1.94K - $2.42K
|
3
$1.94K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3New |
$1.94K - $2.42K
|
3
$1.94K
|
|