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 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
22+ 6.73% |
$13.2K - $15.5K
|
349
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
419+ 1.02% |
$252K - $296K
|
41.6K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 94.66% |
$609K - $714K
|
57
$34.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
111New |
$66.8K - $78.4K
|
111
$66.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-375- 3.55% |
$226K - $265K
|
10.2K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-6- 0.56% |
$3.61K - $4.24K
|
1.06K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-220- 8.41% |
$132K - $155K
|
2.4K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$1.81K - $2.12K
|
3
$1.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-26- 0.43% |
$15.7K - $18.4K
|
5.97K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 1.8% |
$37.3K - $43.8K
|
3.51K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
158+ 6.52% |
$95.1K - $112K
|
2.58K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.08KNew |
$652K - $765K
|
1.08K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-332- 25.68% |
$200K - $234K
|
961
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
39+ 31.2% |
$23.5K - $27.5K
|
164
$98.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-15- 0.99% |
$9.03K - $10.6K
|
1.51K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
148+ 3.19% |
$89.1K - $105K
|
4.79K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.14% |
$602 - $706
|
705
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.72K- 32.51% |
$1.04M - $1.22M
|
3.58K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
319New |
$192K - $225K
|
319
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.91KNew |
$1.15M - $1.35M
|
1.91K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
255+ 0.86% |
$154K - $180K
|
29.8K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-12.6K- 1.28% |
$7.59M - $8.9M
|
971K
$583M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
20+ 12.74% |
$12K - $14.1K
|
177
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-804- 4.22% |
$484K - $568K
|
18.2K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.33K+ 118.15% |
$799K - $938K
|
2.45K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5- 1.25% |
$3.01K - $3.53K
|
395
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4+ 0.34% |
$2.41K - $2.83K
|
1.17K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 1.42% |
$3.01K - $3.53K
|
346
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.07K- 6.74% |
$5.46M - $6.41M
|
126K
$75.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-270- 0.97% |
$163K - $191K
|
27.5K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
429New |
$258K - $303K
|
429
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
205New |
$123K - $145K
|
205
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
184+ 6.39% |
$111K - $130K
|
3.06K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
117+ 1.76% |
$70.4K - $82.6K
|
6.75K
$4.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.44K- 7.19% |
$867K - $1.02M
|
18.6K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 40.8% |
$1.68M - $1.97M
|
9.62K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-383- 2.6% |
$231K - $270K
|
14.4K
$8.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
31KNew |
$18.6M - $21.9M
|
31K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
15+ 2.65% |
$9.03K - $10.6K
|
580
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
14.3K+ 344.06% |
$8.6M - $10.1M
|
18.4K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
219K+ 136.21% |
$132M - $155M
|
380K
$229M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-206K- 12.52% |
$124M - $146M
|
1.44M
$866M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
70.4K+ 159.56% |
$42.4M - $49.7M
|
114K
$68.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
58+ 15.85% |
$34.9K - $41K
|
424
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-91- 7.17% |
$54.8K - $64.3K
|
1.18K
$709K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.43K+ 10.39% |
$1.46M - $1.72M
|
25.8K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-10.9K- 11.86% |
$6.54M - $7.67M
|
80.7K
$48.5M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-54- 4.75% |
$32.5K - $38.1K
|
1.08K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.76K- 24.03% |
$1.66M - $1.95M
|
8.73K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$9.02K
|