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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
619New |
$373K - $437K
|
619
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-87- 1.15% |
$52.4K - $61.4K
|
7.47K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8.18K- 95.26% |
$4.93M - $5.78M
|
407
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1- 0.26% |
$602 - $706
|
388
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-875- 26.36% |
$527K - $618K
|
2.45K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.42% |
$14.4K - $17K
|
5.69K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
107+ 13.75% |
$64.4K - $75.6K
|
885
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
161+ 0.52% |
$96.9K - $114K
|
30.9K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
329New |
$198K - $232K
|
329
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
414+ 0.58% |
$249K - $292K
|
72K
$43.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
257+ 11.3% |
$155K - $182K
|
2.53K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-29- 1.63% |
$17.5K - $20.5K
|
1.75K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.94KNew |
$1.17M - $1.37M
|
1.94K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-70- 8.96% |
$42.1K - $49.4K
|
711
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.42K- 52.1% |
$2.06M - $2.42M
|
3.15K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-111- 14.38% |
$66.8K - $78.4K
|
661
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-134- 15.16% |
$80.7K - $94.6K
|
750
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
8.44K+ 9.12% |
$5.08M - $5.96M
|
101K
$60.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 50.0% |
$1.81K - $2.12K
|
3
$1.79K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
366New |
$220K - $258K
|
366
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 9.41% |
$36.7K - $43.1K
|
709
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-131- 0.37% |
$78.9K - $92.5K
|
35.6K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.4K+ 53.87% |
$843K - $989K
|
4K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-540- 4.94% |
$325K - $381K
|
10.4K
$6.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
45+ 2.1% |
$27.1K - $31.8K
|
2.19K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
323New |
$194K - $228K
|
323
$193K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
93New |
$56K - $65.7K
|
93
$55.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-96- 4.06% |
$57.8K - $67.8K
|
2.27K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
55+ 2.83% |
$33.1K - $38.8K
|
2K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
331New |
$199K - $234K
|
331
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
17+ 0.05% |
$10.2K - $12K
|
31.7K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-59- 2.98% |
$35.5K - $41.7K
|
1.92K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.13% |
$602 - $706
|
754
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
299+ 4.78% |
$180K - $211K
|
6.55K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.79K+ 7.11% |
$1.08M - $1.26M
|
26.9K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
662+ 187.01% |
$399K - $468K
|
1.02K
$608K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-131- 0.69% |
$78.9K - $92.5K
|
18.7K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
291+ 0.97% |
$175K - $206K
|
30.3K
$18.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.08% |
$1.2K - $1.41K
|
98
$58.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-184- 16.47% |
$111K - $130K
|
933
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-803- 5.16% |
$483K - $567K
|
14.7K
$8.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10+ 3.08% |
$6.02K - $7.06K
|
335
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.9% |
$3.01K - $3.53K
|
553
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
45+ 1.87% |
$27.1K - $31.8K
|
2.46K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
135+ 7.33% |
$81.3K - $95.3K
|
1.98K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-51- 2.04% |
$30.7K - $36K
|
2.45K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
474+ 31.54% |
$285K - $335K
|
1.98K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 9.32% |
$38.5K - $45.2K
|
751
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5- 1.05% |
$3.01K - $3.53K
|
470
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.04K+ 2.95% |
$627K - $735K
|
36.3K
$21.7M
|