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 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.51KNew |
$1.51M - $1.68M
|
2.51K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1KNew |
$603K - $670K
|
1K
$755K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
322New |
$194K - $216K
|
322
$243K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-708- 14.42% |
$427K - $475K
|
4.2K
$3.17M
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.38KNew |
$2.04M - $2.27M
|
3.38K
$2.55M
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
603New |
$364K - $404K
|
603
$455K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 8.15% |
$17.5K - $19.4K
|
385
$291K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
401New |
$242K - $269K
|
401
$303K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
33New |
$19.9K - $22.1K
|
33
$24.9K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12- 1.85% |
$7.24K - $8.05K
|
637
$481K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33KNew |
$19.9M - $22.1M
|
33K
$24.9M
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.2KNew |
$6.76M - $7.52M
|
11.2K
$8.47M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$7.04M - $7.83M
|
11.7K
$8.82M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
487New |
$294K - $327K
|
487
$368K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
162+ 4.04% |
$97.7K - $109K
|
4.18K
$3.15M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 8.93% |
$60.3K - $67K
|
1.02K
$770K
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.08KNew |
$1.25M - $1.39M
|
2.08K
$1.57M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
23.7K+ 35.47% |
$14.3M - $15.9M
|
90.4K
$68.3M
|
|
Nov 08, 2024
Q3 2024
|
Glynn Capital Management LLC
|
SELL
|
- |
-2.11K- 42.12% |
$1.27M - $1.41M
|
2.89K
$2.19M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.2K+ 1129.52% |
$6.14M - $6.82M
|
11.1K
$8.37M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.14KNew |
$2.5M - $2.78M
|
4.14K
$3.13M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.06KNew |
$3.65M - $4.06M
|
6.06K
$4.57M
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.87% |
$1.21K - $1.34K
|
228
$172K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-26.8K- 98.74% |
$16.1M - $18M
|
341
$258K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-87- 7.42% |
$52.5K - $58.3K
|
1.09K
$820K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
34+ 9.24% |
$20.5K - $22.8K
|
402
$304K
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.55K+ 180.7% |
$932K - $1.04M
|
2.4K
$1.81M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.09% |
$603 - $670
|
1.15K
$868K
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
13.4KNew |
$8.08M - $8.98M
|
13.4K
$10.1M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
389New |
$235K - $261K
|
389
$294K
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13- 1.24% |
$7.84K - $8.72K
|
1.04K
$782K
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-311- 4.13% |
$188K - $209K
|
7.23K
$5.46M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-30- 6.82% |
$18.1K - $20.1K
|
410
$310K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
684+ 67.92% |
$412K - $459K
|
1.69K
$1.28M
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.4K- 18.16% |
$2.05M - $2.28M
|
15.3K
$11.6M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
637New |
$384K - $427K
|
637
$481K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.65KNew |
$2.2M - $2.45M
|
3.65K
$2.76M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-249- 42.56% |
$150K - $167K
|
336
$254K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 89.29% |
$90.4K - $101K
|
18
$13.6K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1- 0.16% |
$603 - $670
|
612
$462K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
600New |
$362K - $402K
|
600
$453K
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-190- 11.88% |
$115K - $127K
|
1.41K
$1.07M
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-4.43K- 56.13% |
$2.67M - $2.97M
|
3.47K
$2.62M
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
325New |
$196K - $218K
|
325
$245K
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.14KNew |
$689K - $766K
|
1.14K
$863K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-493- 3.52% |
$297K - $331K
|
13.5K
$10.2M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 3.56% |
$10.9K - $12.1K
|
523
$395K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$20.5K - $22.8K
|
11.4K
$8.6M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-21- 5.02% |
$12.7K - $14.1K
|
397
$300K
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-6.17K- 58.05% |
$3.72M - $4.13M
|
4.46K
$3.37M
|