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 |
---|---|---|---|---|---|---|---|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$9.03K - $10.6K
|
15
$11.3K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$24.1K - $28.3K
|
40
$30.2K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
265New |
$160K - $187K
|
265
$200K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-55- 13.65% |
$33.1K - $38.8K
|
348
$263K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.76K- 69.31% |
$1.06M - $1.24M
|
777
$587K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
417New |
$251K - $295K
|
417
$315K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.61% |
$1.2K - $1.41K
|
325
$245K
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
1.2KNew |
$722K - $848K
|
1.2K
$906K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.11K+ 34.15% |
$668K - $783K
|
4.36K
$3.29M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
25New |
$15.1K - $17.7K
|
25
$18.9K
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
609+ 1602.63% |
$367K - $430K
|
647
$489K
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-204- 18.63% |
$123K - $144K
|
891
$673K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-258K- 13.22% |
$155M - $182M
|
1.69M
$1.28B
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
189+ 2.36% |
$114K - $133K
|
8.18K
$6.18M
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
BUY
|
- |
14.4K+ 101.65% |
$8.69M - $10.2M
|
28.6K
$21.6M
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
323New |
$194K - $228K
|
323
$244K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-531- 5.54% |
$320K - $375K
|
9.06K
$6.84M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 19.87% |
$18.1K - $21.2K
|
121
$91.4K
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
1.33KNew |
$798K - $936K
|
1.33K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-257- 1.06% |
$155K - $182K
|
24K
$18.1M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 2.89% |
$21.7K - $25.4K
|
1.28K
$968K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
180+ 47.62% |
$108K - $127K
|
558
$421K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 1.36% |
$5.42K - $6.36K
|
673
$508K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
294+ 38.38% |
$177K - $208K
|
1.06K
$801K
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3+ 0.02% |
$1.81K - $2.12K
|
19.1K
$14.5M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
56New |
$33.7K - $39.6K
|
56
$42.3K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
377New |
$227K - $266K
|
377
$285K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
CALL |
-27K- 46.15% |
$16.3M - $19.1M
|
31.5K
$23.8M
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
8.6KNew |
$5.18M - $6.07M
|
8.6K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
325+ 64.48% |
$196K - $230K
|
829
$626K
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-2.2K- 81.48% |
$1.32M - $1.55M
|
500
$378K
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-38.8K- 35.73% |
$23.3M - $27.4M
|
69.8K
$52.7M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
526+ 13.5% |
$317K - $371K
|
4.42K
$3.34M
|
|
Feb 14, 2025
Q4 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
4.55KNew |
$2.74M - $3.21M
|
4.55K
$3.44M
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3- 0.53% |
$1.81K - $2.12K
|
566
$428K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.82K+ 26.37% |
$1.69M - $1.99M
|
13.5K
$10.2M
|
|
Feb 14, 2025
Q4 2024
|
Manchester Global Management (Uk) LTD
London, X0 |
SELL
|
- |
-7.5K- 35.0% |
$4.52M - $5.3M
|
13.9K
$10.5M
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
15.9K+ 302.06% |
$9.55M - $11.2M
|
21.1K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
PUT |
8.5KNew |
$5.12M - $6M
|
8.5K
$6.42M
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.82KNew |
$2.9M - $3.4M
|
4.82K
$3.64M
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15- 3.06% |
$9.03K - $10.6K
|
475
$359K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.89% |
$1.2K - $1.41K
|
227
$171K
|
|
Feb 14, 2025
Q4 2024
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-1.25K- 26.32% |
$753K - $883K
|
3.5K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
78+ 2.45% |
$47K - $55.1K
|
3.26K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
323New |
$194K - $228K
|
323
$244K
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8.17KNew |
$4.92M - $5.77M
|
8.17K
$6.17M
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
515New |
$310K - $364K
|
515
$389K
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
840New |
$506K - $593K
|
840
$635K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
10New |
$6.02K - $7.06K
|
10
$7.55K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4+ 0.88% |
$2.41K - $2.83K
|
459
$347K
|