Latest Institutional Purchases of Intuit Inc (INTU)
This list provides information on the latest institutional transactions involving Intuit Inc (INTU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
56New |
$19.8K - $28.3K
|
56
$33.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
54New |
$19.1K - $27.3K
|
54
$32.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
51New |
$18K - $25.8K
|
51
$30.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
50+ 8.16% |
$17.7K - $25.3K
|
663
$399K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 3.08% |
$14.1K - $20.2K
|
1.34K
$804K
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
36New |
$12.7K - $18.2K
|
36
$21.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
33New |
$11.7K - $16.7K
|
33
$19.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33+ 71.74% |
$11.7K - $16.7K
|
79
$47.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13+ 44.83% |
$4.59K - $6.57K
|
42
$25.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
13+ 162.5% |
$4.59K - $6.57K
|
21
$12.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
12+ 6.59% |
$4.24K - $6.07K
|
194
$117K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10New |
$3.53K - $5.06K
|
10
$6.01K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.4% |
$3.53K - $5.06K
|
2.5K
$1.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10New |
$3.53K - $5.06K
|
10
$6.01K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$3.18K - $4.55K
|
9
$5.41K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
8New |
$2.83K - $4.05K
|
8
$4.81K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$2.83K - $4.05K
|
8
$4.81K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.16% |
$353 - $506
|
616
$370K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$353 - $506
|
1
$601
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$1.07M - $1.59M
|
2.53K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
211+ 6.6% |
$89.6K - $133K
|
3.41K
$2.05M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
190+ 19.1% |
$80.7K - $120K
|
1.19K
$712K
|
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
50+ 8.47% |
$21.2K - $31.6K
|
640
$385K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
28+ 3.31% |
$11.9K - $17.7K
|
874
$525K
|
|
|
May 16, 2022
Q1 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.7K - $2.53K
|
1.81K
$1.09M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2New |
$849 - $1.26K
|
2
$1.2K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1New |
$425 - $631
|
1
$601
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1New |
$425 - $631
|
1
$601
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
22.6K+ 72.2% |
$11.9M - $15.7M
|
53.9K
$32.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$5.32M - $7.04M
|
10.1K
$6.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3KNew |
$1.58M - $2.08M
|
3K
$1.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
1.35KNew |
$709K - $938K
|
1.35K
$811K
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.2KNew |
$630K - $834K
|
1.2K
$721K
|
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.06KNew |
$554K - $733K
|
1.06K
$634K
|
|
|
Feb 04, 2022
Q4 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
680+ 33.33% |
$357K - $472K
|
2.72K
$1.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
500New |
$263K - $347K
|
500
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
37New |
$19.4K - $25.7K
|
37
$22.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 2.08% |
$18.4K - $24.3K
|
1.72K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
3New |
$1.58K - $2.08K
|
3
$1.8K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$1.05K - $1.39K
|
2
$1.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2New |
$1.05K - $1.39K
|
2
$1.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$1.05K - $1.39K
|
2
$1.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1New |
$525 - $695
|
1
$601
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.05KNew |
$2.48M - $2.92M
|
5.05K
$3.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
CALL |
2KNew |
$982K - $1.16M
|
2K
$1.2M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.5K+ 3.69% |
$738K - $868K
|
42.2K
$25.4M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.41K+ 7.66% |
$694K - $817K
|
19.9K
$11.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
700New |
$344K - $405K
|
700
$421K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
114New |
$56K - $65.9K
|
114
$68.5K
|
|