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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
637New |
$384K - $427K
|
637
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.13% |
$603 - $670
|
794
$475K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
325+ 3.45% |
$196K - $218K
|
9.76K
$5.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.65KNew |
$2.2M - $2.45M
|
3.65K
$2.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-249- 42.56% |
$150K - $167K
|
336
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 89.29% |
$90.4K - $101K
|
18
$10.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1- 0.16% |
$603 - $670
|
612
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
600New |
$362K - $402K
|
600
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-190- 11.88% |
$115K - $127K
|
1.41K
$843K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
208+ 6.67% |
$125K - $139K
|
3.33K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.78% |
$362K - $402K
|
76.1K
$45.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-4.43K- 56.13% |
$2.67M - $2.97M
|
3.47K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
325New |
$196K - $218K
|
325
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.14KNew |
$689K - $766K
|
1.14K
$684K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-195- 8.46% |
$118K - $131K
|
2.11K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-493- 3.52% |
$297K - $331K
|
13.5K
$8.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$17.5K - $19.4K
|
29
$17.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-42.2K- 21.39% |
$25.4M - $28.3M
|
155K
$92.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 3.56% |
$10.9K - $12.1K
|
523
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$20.5K - $22.8K
|
11.4K
$6.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-21- 5.02% |
$12.7K - $14.1K
|
397
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-6.17K- 58.05% |
$3.72M - $4.13M
|
4.46K
$2.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
474New |
$286K - $318K
|
474
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-534- 19.11% |
$322K - $358K
|
2.26K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7- 2.06% |
$4.22K - $4.69K
|
332
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
444+ 9.03% |
$268K - $298K
|
5.36K
$3.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24New |
$14.5K - $16.1K
|
24
$14.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$1.21K - $1.34K
|
2
$1.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
420New |
$253K - $282K
|
420
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.01KNew |
$610K - $679K
|
1.01K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
46+ 14.42% |
$27.7K - $30.8K
|
365
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
459New |
$277K - $308K
|
459
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
65+ 18.01% |
$39.2K - $43.6K
|
426
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-183- 24.9% |
$110K - $123K
|
552
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-651- 14.34% |
$393K - $436K
|
3.89K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-35- 4.02% |
$21.1K - $23.5K
|
835
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
597+ 87.79% |
$360K - $400K
|
1.28K
$764K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 32.26% |
$6.03K - $6.7K
|
41
$24.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$603 - $670
|
7
$4.19K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
629+ 169.54% |
$379K - $422K
|
1K
$598K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
73+ 5.98% |
$44K - $48.9K
|
1.29K
$774K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3+ 0.29% |
$1.81K - $2.01K
|
1.05K
$630K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
600New |
$362K - $402K
|
600
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-669- 44.39% |
$403K - $449K
|
838
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-31- 3.13% |
$18.7K - $20.8K
|
958
$573K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.57K- 13.85% |
$944K - $1.05M
|
9.73K
$5.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
747+ 31.8% |
$450K - $501K
|
3.1K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-47- 2.92% |
$28.3K - $31.5K
|
1.56K
$935K
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-150- 16.39% |
$90.4K - $101K
|
765
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4+ 0.96% |
$2.41K - $2.68K
|
419
$251K
|