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 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
33+ 7.16% |
$19.9K - $23.3K
|
494
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
322+ 8.72% |
$194K - $227K
|
4.02K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44+ 7.76% |
$26.5K - $31.1K
|
611
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 15.08% |
$29.5K - $34.6K
|
276
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
114New |
$68.6K - $80.5K
|
114
$68.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.94% |
$7.22K - $8.48K
|
1.29K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 2.34% |
$6.62K - $7.77K
|
459
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 1.31% |
$3.61K - $4.24K
|
452
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 4.69% |
$13.8K - $16.2K
|
513
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
18+ 27.69% |
$10.8K - $12.7K
|
83
$49.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-69- 13.02% |
$41.5K - $48.7K
|
461
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-15- 1.31% |
$9.03K - $10.6K
|
1.13K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-39- 4.0% |
$23.5K - $27.5K
|
935
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56+ 8.7% |
$33.7K - $39.6K
|
700
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 1.18% |
$1.2K - $1.41K
|
172
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16+ 1.77% |
$9.63K - $11.3K
|
918
$549K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 61.15% |
$51.2K - $60K
|
224
$134K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.03% |
$14.4K - $17K
|
69.4K
$41.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
293+ 1.0% |
$176K - $207K
|
29.6K
$17.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 41.18% |
$25.3K - $29.7K
|
60
$35.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
76+ 2.32% |
$45.8K - $53.7K
|
3.35K
$2.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 85.71% |
$3.61K - $4.24K
|
13
$7.77K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
340+ 234.48% |
$205K - $240K
|
485
$290K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
PUT |
400New |
$241K - $283K
|
400
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-241- 24.59% |
$145K - $170K
|
739
$442K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
359+ 2.76% |
$216K - $254K
|
13.3K
$7.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.57% |
$1.2K - $1.41K
|
354
$212K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
59+ 1.96% |
$35.5K - $41.7K
|
3.08K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.61K+ 65.85% |
$967K - $1.13M
|
4.05K
$2.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
177+ 7.58% |
$107K - $125K
|
2.51K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
57+ 12.61% |
$34.3K - $40.3K
|
509
$304K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-484K- 99.84% |
$291M - $342M
|
785
$469K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
367+ 19.67% |
$221K - $259K
|
2.23K
$1.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
12.9K+ 109.92% |
$7.78M - $9.12M
|
24.7K
$14.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1+ 0.13% |
$602 - $706
|
771
$461K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
347+ 4.75% |
$209K - $245K
|
7.65K
$4.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.99% |
$3.61K - $4.24K
|
612
$366K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 7.72% |
$24.7K - $29K
|
572
$342K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.55K+ 28.88% |
$933K - $1.09M
|
6.91K
$4.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.54% |
$11.4K - $13.4K
|
1.21K
$725K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
55+ 0.11% |
$33.1K - $38.8K
|
49.7K
$29.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 2.67% |
$3.61K - $4.24K
|
219
$131K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
404+ 244.85% |
$243K - $285K
|
569
$340K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
268K+ 83.24% |
$161M - $189M
|
590K
$353M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-391- 2.63% |
$235K - $276K
|
14.5K
$8.66M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.24K- 14.5% |
$746K - $876K
|
7.31K
$4.37M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-149- 3.5% |
$89.7K - $105K
|
4.11K
$2.46M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-61- 2.89% |
$36.7K - $43.1K
|
2.05K
$1.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 22.92% |
$33.1K - $38.8K
|
295
$176K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
210+ 5.47% |
$126K - $148K
|
4.05K
$2.42M
|