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 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13- 0.49% |
$7.84K - $8.72K
|
2.63K
$1.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
449+ 7.05% |
$271K - $301K
|
6.82K
$4.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16+ 114.29% |
$9.65K - $10.7K
|
30
$18.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-853- 16.92% |
$514K - $572K
|
4.19K
$2.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
123+ 25.47% |
$74.2K - $82.5K
|
606
$374K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
1+ 0.23% |
$603 - $670
|
428
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 14.29% |
$603 - $670
|
8
$4.94K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-15- 0.6% |
$9.04K - $10.1K
|
2.49K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
335+ 107.03% |
$202K - $225K
|
648
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
53+ 4.22% |
$32K - $35.5K
|
1.31K
$809K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-98- 2.75% |
$59.1K - $65.7K
|
3.47K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-88- 4.79% |
$53.1K - $59K
|
1.75K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-28.5K- 52.51% |
$17.2M - $19.1M
|
25.8K
$15.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-4- 0.43% |
$2.41K - $2.68K
|
926
$572K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7+ 1.56% |
$4.22K - $4.69K
|
457
$282K
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-2.5K- 16.67% |
$1.51M - $1.68M
|
12.5K
$7.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2- 0.25% |
$1.21K - $1.34K
|
809
$500K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-120- 7.49% |
$72.4K - $80.5K
|
1.48K
$915K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-28- 2.32% |
$16.9K - $18.8K
|
1.18K
$728K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-85.3K- 28.29% |
$48M - $57.2M
|
216K
$134M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-733Closed |
$413K - $491K
|
0
$0
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$225K - $268K
|
400
$247K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
529New |
$298K - $355K
|
529
$327K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
75New |
$42.2K - $50.3K
|
75
$46.3K
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-461- 70.49% |
$260K - $309K
|
193
$119K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.32KNew |
$3.56M - $4.24M
|
6.32K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-78- 7.23% |
$43.9K - $52.3K
|
1K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-13.7K- 63.13% |
$7.71M - $9.18M
|
8K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
23+ 7.08% |
$12.9K - $15.4K
|
348
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
474New |
$267K - $318K
|
474
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-863- 23.02% |
$486K - $578K
|
2.89K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.64KNew |
$4.3M - $5.12M
|
7.64K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
10.8KNew |
$6.08M - $7.24M
|
10.8K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Advent International Corp
Boston, MA |
SELL
|
- |
-43K- 92.19% |
$24.2M - $28.8M
|
3.64K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4+ 0.23% |
$2.25K - $2.68K
|
1.77K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-4.13K- 3.61% |
$2.32M - $2.76M
|
110K
$67.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
6.6KNew |
$3.72M - $4.42M
|
6.6K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
17.1KNew |
$9.6M - $11.4M
|
17.1K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.41KNew |
$793K - $944K
|
1.41K
$869K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
103+ 19.47% |
$58K - $69K
|
632
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
7.2KNew |
$4.05M - $4.83M
|
7.2K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
861New |
$485K - $577K
|
861
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
332New |
$187K - $223K
|
332
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
18.2KNew |
$10.3M - $12.2M
|
18.2K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Spruce Investments, LP
Chicago, IL |
BUY
|
- |
1.39KNew |
$783K - $932K
|
1.39K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.2KNew |
$1.24M - $1.47M
|
2.2K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-8.69K- 13.7% |
$4.89M - $5.82M
|
54.7K
$33.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-15.5K- 98.73% |
$8.73M - $10.4M
|
200
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
5KNew |
$2.81M - $3.35M
|
5K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$803K - $956K
|
1.43K
$881K
|
|