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 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.65KNew |
$2.2M - $2.45M
|
3.65K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.47K- 12.71% |
$885K - $984K
|
10.1K
$6.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
109K+ 51.35% |
$65.9M - $73.3M
|
322K
$219M
|
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
93+ 1.61% |
$56.1K - $62.4K
|
5.85K
$3.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-4.12K- 0.35% |
$2.49M - $2.77M
|
1.18M
$804M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-49- 10.49% |
$29.5K - $32.9K
|
418
$284K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.13K- 6.61% |
$678K - $754K
|
15.9K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Xxec, Inc.
|
SELL
|
- |
-137- 0.8% |
$82.6K - $91.9K
|
17K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-295- 3.0% |
$178K - $198K
|
9.53K
$6.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
796+ 142.14% |
$480K - $534K
|
1.36K
$920K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
56+ 13.02% |
$33.8K - $37.5K
|
486
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-249- 42.56% |
$150K - $167K
|
336
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
53+ 10.66% |
$32K - $35.5K
|
550
$373K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 89.29% |
$90.4K - $101K
|
18
$12.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.41K- 22.16% |
$2.66M - $2.95M
|
15.5K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
49+ 0.51% |
$29.5K - $32.9K
|
9.68K
$6.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-51- 7.18% |
$30.8K - $34.2K
|
659
$447K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
579+ 18.86% |
$349K - $388K
|
3.65K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1- 0.16% |
$603 - $670
|
612
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
18+ 4.8% |
$10.9K - $12.1K
|
393
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-177- 1.61% |
$107K - $119K
|
10.8K
$7.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
243+ 0.47% |
$147K - $163K
|
52.3K
$35.5M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2- 0.37% |
$1.21K - $1.34K
|
536
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-27- 4.41% |
$16.3K - $18.1K
|
585
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
419+ 2.58% |
$253K - $281K
|
16.7K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-2.47K- 0.83% |
$1.49M - $1.66M
|
296K
$201M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
19+ 2.31% |
$11.5K - $12.7K
|
842
$571K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
600New |
$362K - $402K
|
600
$407K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-190- 11.88% |
$115K - $127K
|
1.41K
$957K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1- 0.06% |
$603 - $670
|
1.57K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-757- 8.95% |
$456K - $508K
|
7.7K
$5.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
375+ 0.71% |
$226K - $251K
|
52.9K
$35.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.38K- 3.37% |
$833K - $927K
|
39.6K
$26.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.63K- 12.87% |
$980K - $1.09M
|
11K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.39K+ 19.18% |
$2.65M - $2.94M
|
27.3K
$18.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-23.2K- 7.29% |
$14M - $15.6M
|
295K
$200M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-103- 18.23% |
$62.1K - $69.1K
|
462
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2- 0.09% |
$1.21K - $1.34K
|
2.34K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
628+ 6.88% |
$379K - $421K
|
9.76K
$6.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
208+ 8.35% |
$125K - $139K
|
2.7K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
208+ 6.67% |
$125K - $139K
|
3.33K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 7.29% |
$15.1K - $16.8K
|
368
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Ownership Capital B.V.
|
SELL
|
- |
-189K- 35.28% |
$114M - $127M
|
346K
$235M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-576- 4.78% |
$347K - $386K
|
11.5K
$7.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-154- 14.42% |
$92.9K - $103K
|
914
$620K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38- 2.03% |
$22.9K - $25.5K
|
1.83K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-117- 13.16% |
$70.5K - $78.4K
|
772
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 10.59% |
$5.43K - $6.03K
|
94
$63.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-16- 0.36% |
$9.65K - $10.7K
|
4.39K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.78% |
$362K - $402K
|
76.1K
$51.6M
|