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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
115New |
$69.3K - $77.1K
|
115
$78.1K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-59K- 11.85% |
$35.6M - $39.6M
|
439K
$298M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
PUT |
-5.3K- 7.05% |
$3.2M - $3.55M
|
69.9K
$47.4M
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.21K+ 5.44% |
$1.33M - $1.48M
|
42.7K
$29M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.66K+ 23.7% |
$3.41M - $3.8M
|
29.6K
$20.1M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
98.4K+ 10.74% |
$59.3M - $66M
|
1.01M
$689M
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-20.2K- 9.25% |
$12.2M - $13.5M
|
198K
$134M
|
|
Nov 12, 2024
Q3 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
4KNew |
$2.41M - $2.68M
|
4K
$2.71M
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-27.3K- 65.9% |
$16.5M - $18.3M
|
14.2K
$9.6M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9+ 0.61% |
$5.43K - $6.03K
|
1.48K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-885- 8.52% |
$534K - $593K
|
9.5K
$6.45M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18.1K- 4.25% |
$10.9M - $12.1M
|
407K
$276M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
799+ 20.75% |
$482K - $536K
|
4.65K
$3.16M
|
|
Nov 12, 2024
Q3 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-546- 3.29% |
$329K - $366K
|
16.1K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-37- 10.31% |
$22.3K - $24.8K
|
322
$219K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 2.68% |
$9.04K - $10.1K
|
574
$390K
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
50+ 4.14% |
$30.1K - $33.5K
|
1.26K
$854K
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.91% |
$10.3K - $11.4K
|
1.85K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80+ 5.27% |
$48.2K - $53.6K
|
1.6K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-215K- 19.17% |
$130M - $144M
|
905K
$615M
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-266K- 9.48% |
$161M - $178M
|
2.54M
$1.73B
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-385- 8.19% |
$232K - $258K
|
4.32K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
300+ 7.19% |
$181K - $201K
|
4.47K
$3.03M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.05K- 35.59% |
$3.04M - $3.39M
|
9.14K
$6.2M
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
619New |
$373K - $415K
|
619
$420K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.43K- 3.42% |
$859K - $955K
|
40.2K
$27.3M
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-632- 13.93% |
$381K - $424K
|
3.91K
$2.65M
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-20K- 34.36% |
$12.1M - $13.4M
|
38.2K
$25.9M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.9K+ 1.62% |
$16.2M - $18M
|
1.69M
$1.15B
|
|
Nov 12, 2024
Q3 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-46.9K- 36.48% |
$28.3M - $31.5M
|
81.7K
$55.5M
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
20K+ 1.37% |
$12M - $13.4M
|
1.48M
$1B
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
476New |
$287K - $319K
|
476
$323K
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.15% |
$3.01K - $3.35K
|
3.28K
$2.22M
|
|
Nov 12, 2024
Q3 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-1K- 2.28% |
$603K - $670K
|
42.8K
$29.1M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-95.8K- 14.91% |
$57.7M - $64.2M
|
546K
$371M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
15+ 0.98% |
$9.04K - $10.1K
|
1.55K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-161- 4.24% |
$97.1K - $108K
|
3.64K
$2.47M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 1.16% |
$11.5K - $12.7K
|
1.66K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-460- 10.22% |
$277K - $308K
|
4.04K
$2.74M
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-6- 0.75% |
$3.62K - $4.02K
|
791
$537K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
159+ 13.42% |
$95.9K - $107K
|
1.34K
$912K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-212K- 82.84% |
$128M - $142M
|
44K
$29.9M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37.9K- 1.5% |
$22.8M - $25.4M
|
2.48M
$1.68B
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
34+ 1.04% |
$20.5K - $22.8K
|
3.31K
$2.24M
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-100- 15.87% |
$60.3K - $67K
|
530
$360K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-11- 0.79% |
$6.63K - $7.38K
|
1.38K
$939K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
63+ 7.31% |
$38K - $42.2K
|
925
$628K
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
7.38KNew |
$4.45M - $4.95M
|
7.38K
$5.01M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
104K+ 58.52% |
$62.6M - $69.6M
|
281K
$191M
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
97+ 3.29% |
$58.5K - $65K
|
3.05K
$2.07M
|