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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 31.58% |
$7.24K - $8.05K
|
50
$30.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$10.9K - $12.1K
|
18
$11.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-151- 31.01% |
$91K - $101K
|
336
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-100- 16.67% |
$60.3K - $67K
|
500
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 38.46% |
$15.1K - $16.8K
|
40
$24.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5+ 125.0% |
$3.01K - $3.35K
|
9
$5.56K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 13.37% |
$301K - $335K
|
3.24K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$1.81K - $2.01K
|
3
$1.85K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-4.4K- 9.24% |
$2.65M - $2.95M
|
43.2K
$26.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1K+ 11.72% |
$605K - $673K
|
9.56K
$5.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-400- 80.0% |
$241K - $268K
|
100
$61.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.9K- 5.1% |
$10.2M - $11.3M
|
315K
$194M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
17+ 3.37% |
$10.3K - $11.4K
|
521
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 21.57% |
$6.63K - $7.38K
|
62
$38.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.95K- 90.58% |
$2.38M - $2.65M
|
411
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9+ 1.78% |
$5.43K - $6.03K
|
515
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-55- 84.62% |
$33.2K - $36.9K
|
10
$6.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
32+ 7.14% |
$19.3K - $21.5K
|
480
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 12.5% |
$4.82K - $5.36K
|
72
$44.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
620New |
$374K - $416K
|
620
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-134- 13.33% |
$80.8K - $89.8K
|
871
$538K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 1.57% |
$5.43K - $6.03K
|
584
$361K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-24- 1.86% |
$14.5K - $16.1K
|
1.27K
$782K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3- 4.41% |
$1.81K - $2.01K
|
65
$40.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.67KNew |
$4.02M - $4.47M
|
6.67K
$4.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 50.0% |
$1.81K - $2.01K
|
3
$1.85K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-33- 4.22% |
$19.9K - $22.1K
|
749
$463K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
108+ 0.18% |
$65.1K - $72.4K
|
60.2K
$37.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.28% |
$603 - $670
|
364
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-740- 1.67% |
$446K - $496K
|
43.5K
$26.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
44New |
$26.5K - $29.5K
|
44
$27.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-231- 78.84% |
$139K - $155K
|
62
$38.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-291- 13.32% |
$175K - $195K
|
1.89K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.64K- 0.88% |
$2.19M - $2.44M
|
410K
$253M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 7.34% |
$1.36M - $1.52M
|
33.1K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
455New |
$274K - $305K
|
455
$281K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
50+ 4.32% |
$30.1K - $33.5K
|
1.21K
$745K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
95+ 12.23% |
$57.3K - $63.7K
|
872
$538K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 15.38% |
$1.21K - $1.34K
|
11
$6.79K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-143- 0.32% |
$86.2K - $95.9K
|
44.1K
$27.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-40- 10.39% |
$24.1K - $26.8K
|
345
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$603 - $670
|
1
$618
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.53K- 96.06% |
$925K - $1.03M
|
63
$38.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
590New |
$356K - $396K
|
590
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-76- 1.72% |
$45.8K - $51K
|
4.34K
$2.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
391+ 103.71% |
$236K - $262K
|
768
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.17% |
$603 - $670
|
45
$27.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 1.23% |
$1.21K - $1.34K
|
161
$99.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
70+ 21.41% |
$42.2K - $46.9K
|
397
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 1.79% |
$6.63K - $7.38K
|
604
$373K
|