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 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 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
89+ 2.6% |
$57.1K - $60.8K
|
3.51K
$2.27M
|
|
|
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 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
73+ 2.82% |
$46.9K - $49.9K
|
2.66K
$1.72M
|
|
|
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 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
57+ 6.22% |
$36.6K - $39K
|
974
$629K
|
|
|
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
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
40+ 4.37% |
$25.7K - $27.3K
|
955
$617K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 10.91% |
$23.7K - $25.3K
|
376
$243K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
37+ 4.29% |
$23.7K - $25.3K
|
899
$581K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
36+ 4.04% |
$23.1K - $24.6K
|
928
$599K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
34+ 10.09% |
$21.8K - $23.2K
|
371
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
33+ 2.04% |
$21.2K - $22.6K
|
1.65K
$1.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
32+ 7.88% |
$20.5K - $21.9K
|
438
$283K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27+ 3.19% |
$17.3K - $18.5K
|
874
$565K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
27+ 6.0% |
$17.3K - $18.5K
|
477
$308K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
26+ 8.87% |
$16.7K - $17.8K
|
319
$206K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
25+ 3.17% |
$16K - $17.1K
|
814
$526K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25+ 21.74% |
$16K - $17.1K
|
140
$90.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
25+ 5.03% |
$16K - $17.1K
|
522
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
25+ 0.47% |
$16K - $17.1K
|
5.38K
$3.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
23+ 5.46% |
$14.8K - $15.7K
|
444
$287K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
23+ 3.54% |
$14.8K - $15.7K
|
673
$435K
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
22+ 5.16% |
$14.1K - $15K
|
448
$289K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
22+ 1.43% |
$14.1K - $15K
|
1.56K
$1.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
20+ 23.81% |
$12.8K - $13.7K
|
104
$67.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19+ 54.29% |
$12.2K - $13K
|
54
$34.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18+ 2.41% |
$11.6K - $12.3K
|
764
$494K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 0.5% |
$11.6K - $12.3K
|
3.62K
$2.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17+ 5.17% |
$10.9K - $11.6K
|
346
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
17+ 0.43% |
$10.9K - $11.6K
|
3.96K
$2.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15+ 1.72% |
$9.63K - $10.3K
|
888
$574K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 51.72% |
$9.63K - $10.3K
|
44
$28.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 125.0% |
$9.63K - $10.3K
|
27
$17.4K
|
|