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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-469- 47.18% |
$275K - $314K
|
525
$397K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-50- 11.76% |
$29.3K - $33.5K
|
375
$283K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-413- 22.41% |
$242K - $276K
|
1.43K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.44% |
$2.35K - $2.68K
|
904
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12- 7.41% |
$7.04K - $8.03K
|
150
$113K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-12- 3.39% |
$7.04K - $8.03K
|
342
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.38KNew |
$812K - $926K
|
1.38K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-174- 0.39% |
$102K - $116K
|
44.9K
$33.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-2.44K- 18.66% |
$1.43M - $1.63M
|
10.6K
$8.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-404- 15.33% |
$237K - $270K
|
2.23K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
690New |
$405K - $462K
|
690
$521K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.38KNew |
$807K - $920K
|
1.38K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
124New |
$72.8K - $83K
|
124
$93.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-4- 7.41% |
$2.35K - $2.68K
|
50
$37.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$7.7M - $8.79M
|
13.1K
$9.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
761New |
$447K - $509K
|
761
$575K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
322New |
$189K - $216K
|
322
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
310New |
$182K - $208K
|
310
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1- 0.25% |
$587 - $669
|
400
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.12% |
$1.17K - $1.34K
|
1.67K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 66.67% |
$7.04K - $8.03K
|
6
$4.53K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-42- 36.84% |
$24.6K - $28.1K
|
72
$54.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.94K- 4.14% |
$1.14M - $1.3M
|
45K
$34M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-228- 1.98% |
$134K - $153K
|
11.3K
$8.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.34KNew |
$785K - $895K
|
1.34K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
45.4KNew |
$26.7M - $30.4M
|
45.4K
$34.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
150+ 3.39% |
$88K - $100K
|
4.58K
$3.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2- 0.6% |
$1.17K - $1.34K
|
332
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-11.6K- 43.54% |
$6.81M - $7.77M
|
15.1K
$11.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-50- 3.8% |
$29.3K - $33.5K
|
1.27K
$956K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$587 - $669
|
351
$265K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
187New |
$110K - $125K
|
187
$141K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-20.3K- 1.08% |
$9.72M - $12.8M
|
1.85M
$1.4B
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-844Closed |
$405K - $531K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-5.61KClosed |
$2.69M - $3.53M
|
0
$0
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.31KNew |
$629K - $825K
|
1.31K
$990K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
3.32KNew |
$1.59M - $2.09M
|
3.32K
$2.51M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
11New |
$5.27K - $6.92K
|
11
$8.31K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
160New |
$76.7K - $101K
|
160
$121K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
575New |
$276K - $362K
|
575
$434K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
130New |
$62.3K - $81.8K
|
130
$98.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
287New |
$138K - $181K
|
287
$217K
|
|
|
Feb 23, 2024
Q4 2023
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$4.79M - $6.29M
|
10K
$7.55M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$12.9K - $17K
|
27
$20.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-60.6K- 34.09% |
$29.1M - $38.1M
|
117K
$88.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$25.4K - $33.3K
|
53
$40K
|
|
|
Feb 15, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
7.38KNew |
$3.54M - $4.64M
|
7.38K
$5.57M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$38.4K - $50.3K
|
80
$60.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Joho Capital LLC
New York, NY |
SELL
|
- |
-41.1K- 93.97% |
$19.7M - $25.9M
|
2.64K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-60.1K- 32.42% |
$28.8M - $37.8M
|
125K
$94.6M
|
|