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 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
426+ 6.14% |
$256K - $301K
|
7.36K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27K- 2.59% |
$762K - $893K
|
47.6K
$28.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 7.02% |
$14.4K - $17K
|
366
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 7.48% |
$4.82K - $5.65K
|
115
$69.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 0.68% |
$2.41K - $2.83K
|
581
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 10.0% |
$5.42K - $6.36K
|
81
$48.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-193- 3.69% |
$116K - $136K
|
5.04K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
73+ 3.77% |
$43.9K - $51.6K
|
2.01K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.59K- 5.36% |
$1.56M - $1.83M
|
45.6K
$27.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3.93K- 70.38% |
$2.37M - $2.78M
|
1.65K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 6500.0% |
$39.1K - $45.9K
|
66
$39.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
91+ 10.44% |
$54.8K - $64.3K
|
963
$579K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-55- 0.42% |
$33.1K - $38.8K
|
13K
$7.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24+ 0.59% |
$14.4K - $17K
|
4.08K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-75- 2.44% |
$45.2K - $53K
|
3K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45+ 5.26% |
$27.1K - $31.8K
|
900
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15+ 2.76% |
$9.03K - $10.6K
|
558
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-40- 1.27% |
$24.1K - $28.3K
|
3.12K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13+ 0.83% |
$7.83K - $9.18K
|
1.58K
$952K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-110- 4.17% |
$66.2K - $77.7K
|
2.53K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4+ 0.46% |
$2.41K - $2.83K
|
876
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
19+ 475.0% |
$11.4K - $13.4K
|
23
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65+ 2.87% |
$39.1K - $45.9K
|
2.33K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.43% |
$10.8K - $12.7K
|
760
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
515+ 78.75% |
$310K - $364K
|
1.17K
$703K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-190- 10.22% |
$114K - $134K
|
1.67K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-56- 7.76% |
$33.7K - $39.6K
|
666
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.4K+ 200.0% |
$843K - $989K
|
2.1K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.15KNew |
$690K - $809K
|
1.15K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-146- 7.56% |
$87.9K - $103K
|
1.78K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $17.7K
|
15.9K
$9.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
202+ 12.15% |
$122K - $143K
|
1.87K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.26% |
$1.2K - $1.41K
|
767
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.73% |
$12K - $14.1K
|
2.76K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-239- 29.69% |
$144K - $169K
|
566
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
66+ 20.06% |
$39.7K - $46.6K
|
395
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40.6K+ 33.93% |
$24.5M - $28.7M
|
160K
$96.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-25- 6.28% |
$15.1K - $17.7K
|
373
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
517+ 3.08% |
$311K - $365K
|
17.3K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-30- 0.74% |
$18.1K - $21.2K
|
4.03K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.17% |
$1.2K - $1.41K
|
1.16K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9+ 2.01% |
$5.42K - $6.36K
|
456
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-15- 50.0% |
$9.03K - $10.6K
|
15
$9.02K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4+ 33.33% |
$2.41K - $2.83K
|
16
$9.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
42+ 15.67% |
$25.3K - $29.7K
|
310
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.86K+ 25.04% |
$4.73M - $5.55M
|
39.3K
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.98K+ 3.28% |
$2.39M - $2.81M
|
125K
$75.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
222K+ 6145.08% |
$134M - $157M
|
226K
$136M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
26+ 0.21% |
$15.7K - $18.4K
|
12.5K
$7.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-146- 0.37% |
$87.9K - $103K
|
39.9K
$24M
|