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
|
Alta Capital Management LLC
|
BUY
|
- |
1.86K+ 2.56% |
$1.12M - $1.25M
|
74.3K
$47.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.11K+ 21.68% |
$672K - $747K
|
6.25K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34- 0.2% |
$20.5K - $22.8K
|
17.3K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-43- 0.03% |
$25.9K - $28.8K
|
158K
$101M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.51KNew |
$1.51M - $1.68M
|
2.51K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
759+ 21.93% |
$458K - $509K
|
4.22K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.31K+ 13.88% |
$792K - $880K
|
10.8K
$6.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.19K+ 0.75% |
$4.33M - $4.82M
|
972K
$622M
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
129+ 0.55% |
$77.8K - $86.5K
|
23.4K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.39K+ 15.85% |
$2.65M - $2.94M
|
32.1K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.36K- 2.76% |
$819K - $911K
|
47.9K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1KNew |
$603K - $670K
|
1K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-31.7K- 46.65% |
$19.1M - $21.2M
|
36.2K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
399+ 18.95% |
$241K - $268K
|
2.51K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
80.5K+ 1.36% |
$48.5M - $53.9M
|
5.98M
$3.83B
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-65- 9.46% |
$39.2K - $43.6K
|
622
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53- 11.62% |
$32K - $35.5K
|
403
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-101K- 17.9% |
$60.9M - $67.7M
|
463K
$296M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-143- 3.46% |
$86.2K - $95.9K
|
3.99K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
556+ 6.05% |
$335K - $373K
|
9.75K
$6.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
322New |
$194K - $216K
|
322
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
36+ 0.85% |
$21.7K - $24.1K
|
4.25K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-708- 14.42% |
$427K - $475K
|
4.2K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-410- 17.7% |
$247K - $275K
|
1.91K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.38KNew |
$2.04M - $2.27M
|
3.38K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$701K - $779K
|
1.16K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
190+ 1.39% |
$115K - $127K
|
13.9K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
116+ 2.94% |
$69.9K - $77.8K
|
4.06K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 1.72% |
$8.44K - $9.39K
|
798
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-380- 16.69% |
$229K - $255K
|
1.9K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-56- 0.69% |
$33.8K - $37.5K
|
8.11K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-39- 3.35% |
$23.5K - $26.1K
|
1.12K
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
603New |
$364K - $404K
|
603
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.48K+ 59.44% |
$2.1M - $2.33M
|
9.34K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.77K- 3.43% |
$1.06M - $1.18M
|
49.7K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
281+ 8.52% |
$169K - $188K
|
3.58K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.7% |
$4.22K - $4.69K
|
1.01K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 2.37% |
$7.84K - $8.72K
|
561
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 8.15% |
$17.5K - $19.4K
|
385
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 2.96% |
$24.1K - $26.8K
|
1.39K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
43+ 12.61% |
$25.9K - $28.8K
|
384
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
27+ 7.67% |
$16.3K - $18.1K
|
379
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.12% |
$603 - $670
|
802
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
401New |
$242K - $269K
|
401
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
81+ 4.76% |
$48.8K - $54.3K
|
1.78K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
736+ 7.43% |
$444K - $493K
|
10.6K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.4KNew |
$1.45M - $1.61M
|
2.4K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$1.81K - $2.01K
|
2.79K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
420+ 1.75% |
$253K - $282K
|
24.4K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
659+ 2.28% |
$397K - $442K
|
29.6K
$19M
|