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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-50- 84.75% |
$28.1K - $33.5K
|
9
$5.56K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
308New |
$173K - $206K
|
308
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135+ 3.85% |
$76K - $90.5K
|
3.64K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28+ 560.0% |
$15.8K - $18.8K
|
33
$20.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-32- 4.95% |
$18K - $21.4K
|
614
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
769New |
$433K - $515K
|
769
$475K
|
|
|
Aug 06, 2024
Q2 2024
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
SELL
|
- |
-6.35K- 40.47% |
$3.57M - $4.25M
|
9.34K
$5.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-671- 62.48% |
$378K - $450K
|
403
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.79% |
$14.6K - $17.4K
|
3.33K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-5.6K- 83.58% |
$3.15M - $3.75M
|
1.1K
$679K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
40+ 3.03% |
$22.5K - $26.8K
|
1.36K
$840K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.33% |
$1.13K - $1.34K
|
602
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.29K- 63.83% |
$727K - $866K
|
732
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-10- 2.3% |
$5.63K - $6.7K
|
425
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$6.26M - $7.45M
|
11.1K
$6.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$21.4K - $25.5K
|
38
$23.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
319New |
$180K - $214K
|
319
$197K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7+ 1.33% |
$3.94K - $4.69K
|
533
$329K
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
164KNew |
$92.1M - $110M
|
164K
$101M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
411+ 45.12% |
$231K - $275K
|
1.32K
$816K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2- 0.33% |
$1.13K - $1.34K
|
607
$375K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
56KNew |
$31.5M - $37.6M
|
56K
$34.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
55+ 5.46% |
$31K - $36.9K
|
1.06K
$656K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67+ 9.38% |
$37.7K - $44.9K
|
781
$482K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24+ 114.29% |
$13.5K - $16.1K
|
45
$27.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-85- 16.28% |
$47.9K - $57K
|
437
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
597New |
$336K - $400K
|
597
$369K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
123+ 6150.0% |
$69.2K - $82.4K
|
125
$77.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-42- 80.77% |
$23.6K - $28.2K
|
10
$6.18K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
11+ 3.2% |
$6.19K - $7.37K
|
355
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-44- 11.03% |
$24.8K - $29.5K
|
355
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
100+ 83.33% |
$56.3K - $67K
|
220
$136K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
207+ 41.24% |
$117K - $139K
|
709
$438K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-20- 5.68% |
$11.3K - $13.4K
|
332
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
72New |
$40.5K - $48.3K
|
72
$44.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
20New |
$11.3K - $13.4K
|
20
$12.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-3- 0.15% |
$1.69K - $2.01K
|
1.97K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25New |
$14.1K - $16.8K
|
25
$15.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
163+ 18.21% |
$91.8K - $109K
|
1.06K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-67- 16.3% |
$37.7K - $44.9K
|
344
$212K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1K- 66.67% |
$563K - $670K
|
500
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-3- 0.95% |
$1.69K - $2.01K
|
312
$193K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 40.0% |
$4.5K - $5.36K
|
28
$17.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-86- 10.91% |
$48.4K - $57.6K
|
702
$433K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
147+ 21.78% |
$82.8K - $98.5K
|
822
$508K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-989- 16.55% |
$557K - $663K
|
4.99K
$3.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-22.6K- 97.34% |
$12.7M - $15.2M
|
618
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
22New |
$12.4K - $14.7K
|
22
$13.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
318New |
$179K - $213K
|
318
$196K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 25.0% |
$1.69K - $2.01K
|
15
$9.26K
|