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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-19- 5.64% |
$11.1K - $12.7K
|
318
$196K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-52.4K- 96.86% |
$30.7M - $35.1M
|
1.7K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-652- 35.9% |
$383K - $436K
|
1.16K
$719K
|
|
|
May 06, 2024
Q1 2024
|
Settian Capital LP
|
BUY
|
- |
2K+ 50.0% |
$1.17M - $1.34M
|
6K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3- 4.41% |
$1.76K - $2.01K
|
65
$40.1K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-100- 11.51% |
$58.7K - $66.9K
|
769
$475K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8New |
$4.69K - $5.35K
|
8
$4.94K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.78K- 79.42% |
$1.04M - $1.19M
|
460
$284K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
325New |
$191K - $218K
|
325
$201K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$1.47M - $1.68M
|
2.51K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-141- 32.49% |
$82.7K - $94.4K
|
293
$181K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$2.93K - $3.35K
|
5
$3.09K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100New |
$58.7K - $66.9K
|
100
$61.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
137+ 3.11% |
$80.4K - $91.7K
|
4.54K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-160- 27.78% |
$93.9K - $107K
|
416
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 2.42% |
$17.6K - $20.1K
|
1.21K
$747K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.8KNew |
$1.06M - $1.2M
|
1.8K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
212+ 35.69% |
$124K - $142K
|
806
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-500- 19.23% |
$293K - $335K
|
2.1K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6- 1.8% |
$3.52K - $4.02K
|
327
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
629+ 36.91% |
$369K - $421K
|
2.33K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4- 0.12% |
$2.35K - $2.68K
|
3.43K
$2.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-469- 47.18% |
$275K - $314K
|
525
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$587 - $669
|
1
$618
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-50- 11.76% |
$29.3K - $33.5K
|
375
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-413- 22.41% |
$242K - $276K
|
1.43K
$883K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.44% |
$2.35K - $2.68K
|
904
$558K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9- 2.24% |
$5.28K - $6.02K
|
392
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12- 7.41% |
$7.04K - $8.03K
|
150
$92.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-12- 3.39% |
$7.04K - $8.03K
|
342
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.38KNew |
$812K - $926K
|
1.38K
$855K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-136- 15.25% |
$79.8K - $91K
|
756
$467K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-174- 0.39% |
$102K - $116K
|
44.9K
$27.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-2.44K- 18.66% |
$1.43M - $1.63M
|
10.6K
$6.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 53.57% |
$8.8K - $10K
|
43
$26.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-404- 15.33% |
$237K - $270K
|
2.23K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
690New |
$405K - $462K
|
690
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.38KNew |
$807K - $920K
|
1.38K
$849K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
124New |
$72.8K - $83K
|
124
$76.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-4- 7.41% |
$2.35K - $2.68K
|
50
$30.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$7.7M - $8.79M
|
13.1K
$8.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
761New |
$447K - $509K
|
761
$470K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
322New |
$189K - $216K
|
322
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
310New |
$182K - $208K
|
310
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1- 0.25% |
$587 - $669
|
400
$247K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.12% |
$1.17K - $1.34K
|
1.67K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 66.67% |
$7.04K - $8.03K
|
6
$3.71K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-42- 36.84% |
$24.6K - $28.1K
|
72
$44.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.94K- 4.14% |
$1.14M - $1.3M
|
45K
$27.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-228- 1.98% |
$134K - $153K
|
11.3K
$6.97M
|