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 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-218- 29.46% |
$131K - $154K
|
522
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.39K+ 41.95% |
$2.04M - $2.4M
|
11.5K
$6.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.51KNew |
$2.11M - $2.48M
|
3.51K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
47+ 0.65% |
$28.3K - $33.2K
|
7.23K
$4.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-133- 2.26% |
$80.1K - $93.9K
|
5.77K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
251+ 1.01% |
$151K - $177K
|
25K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 2.03% |
$1.32M - $1.55M
|
111K
$66.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-241- 1.1% |
$145K - $170K
|
21.7K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
8+ 2.07% |
$4.82K - $5.65K
|
395
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
578+ 48.17% |
$348K - $408K
|
1.78K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14+ 3.77% |
$8.43K - $9.89K
|
385
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 31.07% |
$6.74M - $7.9M
|
24.8K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 5.39% |
$34.9K - $41K
|
1.13K
$682K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
4+ 0.75% |
$2.41K - $2.83K
|
539
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 2.84% |
$2.41K - $2.83K
|
145
$87.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
738+ 20.16% |
$444K - $521K
|
4.4K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
371+ 9.3% |
$223K - $262K
|
4.36K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.86% |
$4.82K - $5.65K
|
942
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-127- 0.8% |
$76.5K - $89.7K
|
15.8K
$9.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-989- 2.57% |
$595K - $698K
|
37.5K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.2KNew |
$7.32M - $8.59M
|
12.2K
$7.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-986- 6.58% |
$594K - $696K
|
14K
$8.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
4.61KNew |
$2.78M - $3.26M
|
4.61K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4+ 0.71% |
$2.41K - $2.83K
|
571
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
208+ 1.36% |
$125K - $147K
|
15.6K
$9.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28+ 2.12% |
$16.9K - $19.8K
|
1.35K
$809K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-525- 35.81% |
$316K - $371K
|
941
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
175New |
$105K - $124K
|
175
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.14K- 1.74% |
$1.89M - $2.22M
|
177K
$107M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-185K- 4.83% |
$111M - $131M
|
3.64M
$2.19B
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
31New |
$18.7K - $21.9K
|
31
$18.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.23K- 2.41% |
$738K - $866K
|
49.6K
$29.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
67+ 3.55% |
$40.3K - $47.3K
|
1.95K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 1.09% |
$4.82K - $5.65K
|
743
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-289- 4.86% |
$174K - $204K
|
5.65K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-955- 10.26% |
$575K - $674K
|
8.36K
$5.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
889+ 4.91% |
$535K - $628K
|
19K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 6.13% |
$12K - $14.1K
|
346
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-46- 2.72% |
$27.7K - $32.5K
|
1.64K
$988K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-320- 1.01% |
$193K - $226K
|
31.5K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 3.57% |
$50.6K - $59.3K
|
2.44K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 8.0% |
$2.41K - $2.83K
|
54
$32.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
527+ 17.5% |
$317K - $372K
|
3.54K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
441New |
$265K - $311K
|
441
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$1.2K - $1.41K
|
2
$1.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
465+ 74.04% |
$280K - $328K
|
1.09K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-602- 1.35% |
$362K - $425K
|
43.8K
$26.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71+ 2.64% |
$42.7K - $50.1K
|
2.77K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 0.63% |
$1.2K - $1.41K
|
320
$192K
|