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 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-143Closed |
$51.6K - $60.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-10.9KClosed |
$3.95M - $4.62M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.08KClosed |
$750K - $877K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-598Closed |
$216K - $253K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-36.2KClosed |
$13.1M - $15.3M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-87Closed |
$31.4K - $36.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
500New |
$181K - $211K
|
500
$301K
|
|
|
May 07, 2021
Q1 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-175Closed |
$63.2K - $73.9K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-661Closed |
$239K - $279K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Intermede Investment Partners LTD
|
SELL
|
- |
-281KClosed |
$101M - $118M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-800Closed |
$289K - $338K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-169Closed |
$61K - $71.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-800Closed |
$289K - $338K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-15Closed |
$5.42K - $6.33K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 66.67% |
$722K - $845K
|
5K
$3.01M
|
|
|
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-900Closed |
$325K - $380K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-260- 16.36% |
$93.9K - $110K
|
1.33K
$799K
|
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-350Closed |
$126K - $148K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-98Closed |
$35.4K - $41.4K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Polianta LTD
|
SELL
|
- |
-3.4KClosed |
$1.23M - $1.44M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-543Closed |
$196K - $229K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-54Closed |
$17K - $20.6K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$315K - $381K
|
1K
$601K
|
|
|
Feb 16, 2021
Q4 2020
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-42.6KClosed |
$13.4M - $16.2M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
600New |
$189K - $229K
|
600
$361K
|
|
|
Feb 16, 2021
Q4 2020
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.5KClosed |
$472K - $572K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4New |
$1.26K - $1.52K
|
4
$2.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-27KClosed |
$8.49M - $10.3M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.7KClosed |
$536K - $649K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-6.36KClosed |
$2M - $2.42M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-156Closed |
$49.1K - $59.5K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
600New |
$189K - $229K
|
600
$361K
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$6.29M - $7.62M
|
20K
$12M
|
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.09KClosed |
$656K - $795K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-100Closed |
$31.5K - $38.1K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.32KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-200Closed |
$62.9K - $76.2K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-99Closed |
$31.2K - $37.7K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-5.64K- 56.51% |
$1.77M - $2.15M
|
4.34K
$2.61M
|
|
|
Jan 26, 2021
Q4 2020
|
Westwood Management Corp
|
BUY
|
- |
600New |
$189K - $229K
|
600
$361K
|
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
BUY
|
- |
16+ 16.0% |
$5.03K - $6.1K
|
116
$69.7K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
790+ 12.34% |
$249K - $301K
|
7.19K
$4.32M
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-10.7KClosed |
$3.04M - $3.77M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-221Closed |
$63.1K - $78.3K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
John G Ullman & Associates Inc
|
BUY
|
- |
675New |
$193K - $239K
|
675
$406K
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-4.35K- 22.6% |
$1.24M - $1.54M
|
14.9K
$8.96M
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-17Closed |
$4.85K - $6.02K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-50.6KClosed |
$14.4M - $17.9M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
St. Louis Trust CO
|
BUY
|
- |
674New |
$192K - $239K
|
674
$405K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-44Closed |
$12.6K - $15.6K
|
0
$0
|
|