Latest Institutional Transactions on Intuit Inc (INTU)
This table provides information on the latest institutional transactions involving Intuit Inc (INTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
451+ 3.29% |
$272K - $319K
|
14.2K
$8.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-14- 3.9% |
$8.43K - $9.89K
|
345
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 1.55% |
$15.7K - $18.4K
|
1.71K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-27- 3.56% |
$16.3K - $19.1K
|
732
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.41K- 64.69% |
$846K - $992K
|
767
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-138- 1.66% |
$83.1K - $97.5K
|
8.18K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-120- 2.58% |
$72.2K - $84.8K
|
4.52K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
8.44K+ 46.55% |
$5.08M - $5.96M
|
26.6K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
2.2K+ 83.06% |
$1.32M - $1.55M
|
4.84K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-30- 0.22% |
$18.1K - $21.2K
|
13.9K
$8.33M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
845+ 1.7% |
$509K - $597K
|
50.5K
$30.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-212K- 38.77% |
$128M - $150M
|
335K
$201M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53KNew |
$918K - $1.08M
|
1.53K
$917K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
11+ 2.52% |
$6.62K - $7.77K
|
447
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-90- 0.96% |
$54.2K - $63.6K
|
9.25K
$5.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-360- 57.88% |
$217K - $254K
|
262
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-677- 19.62% |
$408K - $478K
|
2.77K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
925New |
$557K - $653K
|
925
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
46KNew |
$27.7M - $32.5M
|
46K
$27.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
110KNew |
$66.4M - $77.9M
|
110K
$66.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
4.73KNew |
$2.85M - $3.34M
|
4.73K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
19+ 2.18% |
$11.4K - $13.4K
|
889
$534K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1+ 0.1% |
$602 - $706
|
957
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
671+ 112.02% |
$404K - $474K
|
1.27K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44- 1.87% |
$26.5K - $31.1K
|
2.31K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-593K- 21.09% |
$357M - $419M
|
2.22M
$1.33B
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
1.7K+ 1.19% |
$1.02M - $1.2M
|
145K
$86.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-657- 47.27% |
$396K - $464K
|
733
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-43- 6.53% |
$25.9K - $30.4K
|
616
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.45% |
$24.1K - $28.3K
|
8.9K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.07K+ 29.31% |
$3.05M - $3.58M
|
22.4K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
219K+ 404.39% |
$132M - $155M
|
273K
$164M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-843- 50.88% |
$507K - $595K
|
814
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.59K+ 4.4% |
$5.17M - $6.07M
|
204K
$122M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
584+ 1.97% |
$352K - $412K
|
30.2K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 18.18% |
$1.2K - $1.41K
|
13
$7.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
353K+ 1.32% |
$213M - $249M
|
27M
$16.3B
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-63- 12.48% |
$37.9K - $44.5K
|
442
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
39.7KNew |
$23.9M - $28.1M
|
39.7K
$23.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$3.01K - $3.53K
|
5
$3.01K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-129- 15.19% |
$77.7K - $91.1K
|
720
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.34K+ 40.58% |
$1.41M - $1.65M
|
8.1K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27+ 1.82% |
$16.3K - $19.1K
|
1.51K
$907K
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-12.2K- 57.12% |
$7.32M - $8.59M
|
9.13K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.79K+ 7.33% |
$1.08M - $1.26M
|
26.2K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
327+ 33.78% |
$197K - $231K
|
1.3K
$778K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-510- 0.96% |
$307K - $360K
|
52.4K
$31.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-58.3K- 20.12% |
$35.1M - $41.1M
|
231K
$139M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40+ 2.64% |
$24.1K - $28.3K
|
1.56K
$936K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
449New |
$270K - $317K
|
449
$270K
|