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 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-33- 3.45% |
$19.9K - $23.3K
|
924
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 4.34% |
$10.2K - $12K
|
409
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
123+ 4.57% |
$74K - $86.9K
|
2.81K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 7.67% |
$16.9K - $19.8K
|
393
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
244+ 11.25% |
$147K - $172K
|
2.41K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-86- 7.2% |
$51.8K - $60.7K
|
1.11K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.6K+ 3.84% |
$964K - $1.13M
|
43.3K
$26M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
392+ 227.91% |
$236K - $277K
|
564
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-221- 18.31% |
$133K - $156K
|
986
$593K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
988New |
$595K - $698K
|
988
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
62+ 8.73% |
$37.3K - $43.8K
|
772
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
36+ 4.4% |
$21.7K - $25.4K
|
854
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16+ 4.34% |
$9.63K - $11.3K
|
385
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-60- 1.63% |
$36.1K - $42.4K
|
3.61K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
436+ 6.48% |
$262K - $308K
|
7.17K
$4.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
43+ 4.61% |
$25.9K - $30.4K
|
976
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 0.83% |
$12K - $14.1K
|
2.4K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
548New |
$330K - $387K
|
548
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.71K- 8.53% |
$1.03M - $1.21M
|
18.4K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 1.81% |
$7.83K - $9.18K
|
731
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.42K- 20.27% |
$853K - $1M
|
5.57K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-134- 1.45% |
$80.7K - $94.6K
|
9.08K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-67- 3.36% |
$40.3K - $47.3K
|
1.93K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
272+ 43.04% |
$164K - $192K
|
904
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
579+ 9.38% |
$349K - $409K
|
6.75K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-73- 11.44% |
$43.9K - $51.6K
|
565
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-43- 8.85% |
$25.9K - $30.4K
|
443
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
22+ 1.29% |
$13.2K - $15.5K
|
1.73K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-722- 19.73% |
$435K - $510K
|
2.94K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3K+ 102.49% |
$1.81M - $2.12M
|
5.93K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20.8K- 32.31% |
$12.5M - $14.7M
|
43.7K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-13- 2.73% |
$7.83K - $9.18K
|
464
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.83K- 74.79% |
$3.51M - $4.12M
|
1.97K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-49- 10.23% |
$29.5K - $34.6K
|
430
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
6.08K+ 9.91% |
$3.66M - $4.29M
|
67.4K
$40.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
325New |
$196K - $230K
|
325
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
562+ 2.28% |
$338K - $397K
|
25.2K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-753- 6.48% |
$453K - $532K
|
10.9K
$6.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9- 2.16% |
$5.42K - $6.36K
|
408
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 5.84% |
$47K - $55.1K
|
1.26K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.61K- 10.68% |
$971K - $1.14M
|
13.5K
$8.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-120- 13.53% |
$72.2K - $84.8K
|
767
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
325New |
$196K - $230K
|
325
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
116+ 11.91% |
$69.8K - $81.9K
|
1.09K
$655K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
16+ 1.27% |
$9.63K - $11.3K
|
1.28K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
6.79K+ 41.22% |
$4.09M - $4.79M
|
23.2K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-7.23K- 25.25% |
$4.35M - $5.11M
|
21.4K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-123- 3.23% |
$74K - $86.9K
|
3.68K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
46New |
$27.7K - $32.5K
|
46
$27.7K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-6- 8.11% |
$3.61K - $4.24K
|
68
$40.9K
|