A detailed history of Creative Planning transactions in Intapp, Inc. stock. As of the latest transaction made, Creative Planning holds 11,137 shares of INTA stock, worth $479,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,137
Previous 9,580 16.25%
Holding current value
$479,670
Previous $494,000 7.89%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$35.64 - $48.82 $55,491 - $76,012
1,557 Added 16.25%
11,137 $455,000
Q2 2025

Aug 08, 2025

SELL
$48.49 - $59.55 $215,198 - $264,282
-4,438 Reduced 31.66%
9,580 $494,000
Q1 2025

May 15, 2025

BUY
$57.21 - $74.1 $521,297 - $675,199
9,112 Added 185.73%
14,018 $818,000
Q4 2024

Feb 14, 2025

BUY
$43.86 - $70.0 $215,177 - $343,420
4,906 New
4,906 $314,000

Others Institutions Holding INTA

About Intapp, Inc.


  • Ticker INTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 62,974,000
  • Market Cap $2.71B
  • Description
  • Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides industry-specific cloud-based software solutions for the professional and financial services industry in the United States, the United Kingdom, and internationally. Its solutions include DealCloud, a deal and relationship management solution that manages financial servic...
More about INTA
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