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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-42- 0.29% |
$25.3K - $29.7K
|
14.4K
$8.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
401+ 13.4% |
$241K - $283K
|
3.39K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35+ 8.43% |
$21.1K - $24.7K
|
450
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6New |
$3.61K - $4.24K
|
6
$3.61K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.48K+ 2.03% |
$891K - $1.05M
|
74.3K
$44.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-234- 35.24% |
$141K - $165K
|
430
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 3.99% |
$93.9K - $110K
|
4.06K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-3.3K- 4.04% |
$1.99M - $2.33M
|
78.4K
$47.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-39.5K- 2.67% |
$23.8M - $27.9M
|
1.44M
$865M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
164+ 15.55% |
$98.7K - $116K
|
1.22K
$733K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
28+ 1.62% |
$16.9K - $19.8K
|
1.76K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-23- 2.15% |
$13.8K - $16.2K
|
1.05K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
121+ 5.71% |
$72.8K - $85.5K
|
2.24K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
114+ 1.27% |
$68.6K - $80.5K
|
9.09K
$5.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.13K- 5.67% |
$1.28M - $1.5M
|
35.4K
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-361- 0.59% |
$217K - $255K
|
60.7K
$36.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 1.35% |
$3.01K - $3.53K
|
376
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33.3K- 23.35% |
$20.1M - $23.5M
|
109K
$65.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-65- 10.08% |
$39.1K - $45.9K
|
580
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.48KNew |
$893K - $1.05M
|
1.48K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
94+ 7.92% |
$56.6K - $66.4K
|
1.28K
$770K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 3.76% |
$30.7K - $36K
|
1.41K
$846K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.55K- 93.6% |
$933K - $1.09M
|
106
$63.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.23K+ 13.02% |
$742K - $871K
|
10.7K
$6.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2- 0.58% |
$1.2K - $1.41K
|
342
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
617New |
$371K - $436K
|
617
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
345+ 4.42% |
$208K - $244K
|
8.15K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
4+ 0.43% |
$2.41K - $2.83K
|
941
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 67.34% |
$1.42M - $1.66M
|
1.14K
$685K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
752+ 28.32% |
$453K - $531K
|
3.41K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.74K- 10.48% |
$2.25M - $2.64M
|
32K
$19.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 1.18% |
$15.7K - $18.4K
|
2.23K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.48% |
$1.2K - $1.41K
|
137
$82.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.28% |
$1.2K - $1.41K
|
705
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-107- 2.27% |
$64.4K - $75.6K
|
4.61K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
286New |
$172K - $202K
|
286
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-43- 4.58% |
$25.9K - $30.4K
|
896
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 2.4% |
$12K - $14.1K
|
855
$514K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-163- 0.96% |
$98.1K - $115K
|
16.8K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107+ 8.77% |
$64.4K - $75.6K
|
1.33K
$798K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 2.59% |
$6.62K - $7.77K
|
413
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.04K+ 27.59% |
$1.83M - $2.14M
|
14K
$8.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-160- 21.05% |
$96.3K - $113K
|
600
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-94- 16.52% |
$56.6K - $66.4K
|
475
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
50+ 14.66% |
$30.1K - $35.3K
|
391
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
22+ 14.38% |
$13.2K - $15.5K
|
175
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
195+ 2.49% |
$117K - $138K
|
8.04K
$4.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.43% |
$12.6K - $14.8K
|
1.45K
$870K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-8- 0.21% |
$4.82K - $5.65K
|
3.82K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1- 0.06% |
$602 - $706
|
1.64K
$986K
|