Latest Institutional Transactions on Intuit Inc (INTU)

INTU Quotes by TradingView

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
Oct 08, 2020 Q3 2020
Engrave Wealth Partners LLC

SELL
 -
-19
Closed
$5.42K - $6.73K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-131
- 12.84%
$28.6K - $38.8K
889 $534K
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-400
Closed
$87.2K - $118K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-346
Closed
$75.5K - $102K
0 $0
Aug 14, 2020 Q2 2020
Miura Global Management, LLC

New York, NY
SELL
 -
-8K
Closed
$1.74M - $2.37M
0 $0
Aug 14, 2020 Q2 2020
Shanda Asset Management Holdings LTD

Singapore, U0
SELL
 -
-20K
Closed
$4.36M - $5.92M
0 $0
Aug 14, 2020 Q2 2020
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-1.01K
Closed
$219K - $298K
0 $0
Aug 14, 2020 Q2 2020
Castleark Management LLC

Chicago, IL
SELL
 -
-86.4K
Closed
$18.8M - $25.6M
0 $0
Aug 13, 2020 Q2 2020
Weiss Asset Management LP

Boston, MA
SELL
 -
-3.63K
Closed
$792K - $1.08M
0 $0
Aug 13, 2020 Q2 2020
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
100
+ 33.33%
$21.8K - $29.6K
400 $240K
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-32
Closed
$6.98K - $9.48K
0 $0
Aug 05, 2020 Q2 2020
Lsv Asset Management

Chicago, IL
SELL
 -
-7.37K
Closed
$1.61M - $2.18M
0 $0
Jul 29, 2020 Q2 2020
Triton Wealth Management, Pllc

SELL
 -
-1.07K
Closed
$234K - $318K
0 $0
Jul 28, 2020 Q2 2020
Ardevora Asset Management LLP

SELL
 -
-400
Closed
$87.2K - $118K
0 $0
Jul 20, 2020 Q2 2020
Lion Street Advisors, LLC

SELL
 -
-45
Closed
$9.82K - $13.3K
0 $0
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-50
Closed
$10.9K - $14.8K
0 $0
Jul 09, 2020 Q2 2020
Century Link Investment Management CO

SELL
 -
-5.34K
Closed
$1.16M - $1.58M
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-3.73K
Closed
$814K - $1.1M
0 $0
Q1 2020
Sep 21, 2023 Q1 2020
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-20
Closed
$3.89K - $6.11K
0 $0
May 15, 2020 Q1 2020
Js Capital Management LLC

New York, NY
SELL
 -
-2.7K
Closed
$526K - $825K
0 $0
May 15, 2020 Q1 2020
London & Capital Asset Management LTD

London, X0
SELL
 -
-10K
Closed
$1.95M - $3.07M
0 $0
May 15, 2020 Q1 2020
Jefferies Group LLC

New York, NY
SELL
 PUT
-1.6K
- 25.0%
$312K - $489K
4.8K $2.89M
May 15, 2020 Q1 2020
Pfm Health Sciences, LP

San Francisco, CA
SELL
 -
-16.7K
Closed
$3.26M - $5.12M
0 $0
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
Closed
$195 - $306
0 $0
May 13, 2020 Q1 2020
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-10
Closed
$1.95K - $3.06K
0 $0
May 13, 2020 Q1 2020
Horizon Kinetics Asset Management LLC

SELL
 -
-1.08K
Closed
$210K - $330K
0 $0
May 12, 2020 Q1 2020
Gunderson Capital Management Inc.

SELL
 -
-13K
Closed
$2.54M - $3.98M
0 $0
May 12, 2020 Q1 2020
Bw Gestao De Investimentos Ltda.

SELL
 -
-10K
Closed
$1.95M - $3.06M
0 $0
May 11, 2020 Q1 2020
Cypress Funds LLC

SELL
 -
-106K
Closed
$20.6M - $32.4M
0 $0
May 07, 2020 Q1 2020
Personal Wealth Partners

Bloomington, MN
SELL
 -
-1
Closed
$195 - $306
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-15
Closed
$2.92K - $4.58K
0 $0
Apr 22, 2020 Q1 2020
Hanseatic Management Services Inc

SELL
 -
-38
- 6.26%
$7.4K - $11.6K
569 $342K
Apr 21, 2020 Q1 2020
Spectrum Wealth Advisory Group, LLC

SELL
 -
-1.23K
Closed
$240K - $376K
0 $0
Apr 17, 2020 Q1 2020
Virginia National Bank

SELL
 -
-2.1K
Closed
$409K - $642K
0 $0
Apr 14, 2020 Q1 2020
Hennessy Advisors Inc

Novato, CA
SELL
 -
-7.84K
Closed
$1.53M - $2.4M
0 $0
Apr 09, 2020 Q1 2020
Verity & Verity, LLC

Beaufort, SC
SELL
 -
-1.41K
Closed
$275K - $431K
0 $0
Q4 2019
Feb 12, 2020 Q4 2019
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-179
Closed
$45.1K - $49K
0 $0
Feb 11, 2020 Q4 2019
Argi Investment Services, LLC

SELL
 -
-1.18K
Closed
$298K - $324K
0 $0
Feb 07, 2020 Q4 2019
Ti Trust, Inc

BUY
 -
200
New
$50.4K - $54.7K
200 $120K
Jan 31, 2020 Q4 2019
Supplemental Annuity Collective Trust Of Nj

BUY
 -
900
New
$227K - $246K
900 $541K
Jan 30, 2020 Q4 2019
Litman Gregory Wealth Management LLC

SELL
 -
-6
Closed
$1.51K - $1.64K
0 $0
Jan 28, 2020 Q4 2019
Garrett Wealth Advisory Group, LLC

SELL
 -
-31
Closed
$7.81K - $8.48K
0 $0
Jan 27, 2020 Q4 2019
Birch Capital Management, LLC

BUY
 -
197
New
$49.6K - $53.9K
197 $118K
Jan 24, 2020 Q4 2019
Patton Fund Management, Inc.

SELL
 -
-11.8K
Closed
$2.97M - $3.22M
0 $0
Jan 09, 2020 Q4 2019
West Oak Capital, LLC

SELL
 -
-100
Closed
$25.2K - $27.4K
0 $0
Jan 08, 2020 Q4 2019
Syquant Capital Sas

SELL
 -
-21.6K
Closed
$5.44M - $5.91M
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-2.65K
Closed
$699K - $776K
0 $0
Nov 13, 2019 Q3 2019
Private Advisor Group, LLC

BUY
 PUT
1.44M
New
$379M - $421M
1.44M $865M
Nov 13, 2019 Q3 2019
Destination Wealth Management

SELL
 -
-18
Closed
$4.74K - $5.26K
0 $0

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