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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-277- 2.57% |
$167K - $196K
|
10.5K
$6.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-360- 2.23% |
$217K - $254K
|
15.8K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68+ 0.63% |
$40.9K - $48K
|
10.9K
$6.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.1K+ 2.1% |
$661K - $775K
|
53.4K
$32.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2- 0.43% |
$1.2K - $1.41K
|
460
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.21% |
$5.42K - $6.36K
|
4.35K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
65+ 0.16% |
$39.1K - $45.9K
|
41.6K
$25M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-94- 2.15% |
$56.6K - $66.4K
|
4.27K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
155+ 11.14% |
$93.3K - $109K
|
1.55K
$930K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
691New |
$416K - $488K
|
691
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
98New |
$59K - $69.2K
|
98
$58.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.75K- 63.64% |
$1.05M - $1.24M
|
1K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
8+ 0.06% |
$4.82K - $5.65K
|
14.2K
$8.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-25- 0.81% |
$15.1K - $17.7K
|
3.07K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Ownership Capital B.V.
|
SELL
|
- |
-82.4K- 23.79% |
$49.6M - $58.2M
|
264K
$159M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.44% |
$4.82K - $5.65K
|
1.83K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.59% |
$1.2K - $1.41K
|
335
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
220+ 0.55% |
$132K - $155K
|
40.5K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
29K+ 9.54% |
$17.5M - $20.5M
|
333K
$200M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
82+ 1.52% |
$49.4K - $57.9K
|
5.48K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-833- 2.96% |
$501K - $588K
|
27.3K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-145- 5.67% |
$87.3K - $102K
|
2.41K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-14.3K- 15.03% |
$8.59M - $10.1M
|
80.6K
$48.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17- 0.19% |
$10.2K - $12K
|
8.98K
$5.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-5.21K- 12.17% |
$3.14M - $3.68M
|
37.6K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 12.12% |
$2.41K - $2.83K
|
29
$17.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 4.23% |
$134K - $157K
|
5.02K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1- 0.23% |
$602 - $706
|
441
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
55+ 6.68% |
$33.1K - $38.8K
|
878
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-1.23K- 1.7% |
$740K - $869K
|
71.3K
$42.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-265- 1.36% |
$160K - $187K
|
19.2K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
104+ 12.25% |
$62.6K - $73.5K
|
953
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-49- 3.23% |
$29.5K - $34.6K
|
1.47K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$602 - $706
|
623
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 1.39% |
$30.1K - $35.3K
|
3.56K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
132K+ 37.05% |
$79.4M - $93.2M
|
488K
$293M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
7.2K+ 135.85% |
$4.33M - $5.09M
|
12.5K
$7.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
33New |
$19.9K - $23.3K
|
33
$19.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-24- 1.36% |
$14.4K - $17K
|
1.74K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-7- 1.94% |
$4.21K - $4.94K
|
353
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
421+ 0.39% |
$253K - $297K
|
108K
$64.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-15- 0.09% |
$9.03K - $10.6K
|
16.2K
$9.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
127+ 2.17% |
$76.5K - $89.7K
|
5.98K
$3.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.4K+ 23.53% |
$841K - $987K
|
7.33K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
64+ 9.04% |
$38.5K - $45.2K
|
772
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
8+ 7.55% |
$4.82K - $5.65K
|
114
$68.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
12+ 1.59% |
$7.22K - $8.48K
|
766
$460K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
515+ 3.09% |
$310K - $364K
|
17.2K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91+ 0.42% |
$54.8K - $64.3K
|
21.9K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-163- 16.09% |
$98.1K - $115K
|
850
$511K
|