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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
242+ 0.78% |
$146K - $162K
|
31.4K
$19.5M
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
238+ 0.78% |
$144K - $160K
|
30.9K
$19.2M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
232+ 1.96% |
$140K - $156K
|
12.1K
$7.5M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
227+ 1.36% |
$137K - $152K
|
16.9K
$10.5M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
225+ 7.69% |
$136K - $151K
|
3.15K
$1.96M
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
223+ 2.74% |
$134K - $150K
|
8.36K
$5.19M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
217+ 0.18% |
$131K - $145K
|
121K
$75.5M
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
217+ 7.03% |
$131K - $145K
|
3.3K
$2.05M
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
BUY
|
- |
215+ 0.35% |
$130K - $144K
|
61.7K
$38.4M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
213+ 5.54% |
$128K - $143K
|
4.06K
$2.52M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
208+ 6.67% |
$125K - $139K
|
3.33K
$2.07M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
204+ 8.99% |
$123K - $137K
|
2.47K
$1.54M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
202+ 1.37% |
$122K - $135K
|
14.9K
$9.27M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
198+ 4.78% |
$119K - $133K
|
4.34K
$2.7M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
197+ 15.32% |
$119K - $132K
|
1.48K
$922K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
193+ 1.61% |
$116K - $129K
|
12.2K
$7.56M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
193New |
$116K - $129K
|
193
$120K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
184+ 6.92% |
$111K - $123K
|
2.84K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
183+ 21.97% |
$110K - $123K
|
1.02K
$632K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
183+ 52.59% |
$110K - $123K
|
531
$330K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
177+ 36.12% |
$107K - $119K
|
667
$415K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
175+ 17.62% |
$106K - $117K
|
1.17K
$726K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
174+ 4.44% |
$105K - $117K
|
4.1K
$2.55M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
166+ 3.04% |
$100K - $111K
|
5.62K
$3.49M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
162+ 0.78% |
$97.7K - $109K
|
21K
$13M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
156+ 3.42% |
$94.1K - $105K
|
4.71K
$2.93M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
156+ 10.35% |
$94.1K - $105K
|
1.66K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
155+ 9.57% |
$93.5K - $104K
|
1.78K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 5.75% |
$89.2K - $99.2K
|
2.72K
$1.69M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
147+ 1.63% |
$88.6K - $98.6K
|
9.15K
$5.69M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
144+ 6.29% |
$86.8K - $96.6K
|
2.44K
$1.51M
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
141+ 11.57% |
$85K - $94.5K
|
1.36K
$846K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
141+ 5.17% |
$85K - $94.5K
|
2.87K
$1.78M
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
140+ 5.79% |
$84.4K - $93.9K
|
2.56K
$1.59M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.4% |
$83.8K - $93.2K
|
5.94K
$3.69M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
138+ 6.5% |
$83.2K - $92.5K
|
2.26K
$1.41M
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
137+ 1.57% |
$82.6K - $91.9K
|
8.84K
$5.49M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
136New |
$82K - $91.2K
|
136
$84.6K
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
136+ 0.97% |
$82K - $91.2K
|
14.2K
$8.81M
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
135+ 0.44% |
$81.4K - $90.5K
|
30.8K
$19.1M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
131+ 34.75% |
$79K - $87.8K
|
508
$316K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
131+ 6.35% |
$79K - $87.8K
|
2.19K
$1.36M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
129+ 9.91% |
$77.8K - $86.5K
|
1.43K
$890K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
126+ 9.21% |
$76K - $84.5K
|
1.49K
$929K
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
126+ 2.46% |
$76K - $84.5K
|
5.24K
$3.26M
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
124+ 40.66% |
$74.8K - $83.1K
|
429
$267K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
124+ 9.6% |
$74.8K - $83.1K
|
1.42K
$880K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
123+ 25.47% |
$74.2K - $82.5K
|
606
$377K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
123+ 410.0% |
$74.2K - $82.5K
|
153
$95.1K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
120+ 14.53% |
$72.4K - $80.5K
|
946
$588K
|