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 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
197+ 15.32% |
$119K - $132K
|
1.48K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.22% |
$603 - $670
|
452
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-262- 44.33% |
$158K - $176K
|
329
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
474New |
$286K - $318K
|
474
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 7.24% |
$15.7K - $17.4K
|
385
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-534- 19.11% |
$322K - $358K
|
2.26K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-52- 21.22% |
$31.4K - $34.9K
|
193
$131K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7- 2.06% |
$4.22K - $4.69K
|
332
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $16.8K
|
16K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-30- 4.59% |
$18.1K - $20.1K
|
624
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
444+ 9.03% |
$268K - $298K
|
5.36K
$3.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
821+ 3.0% |
$495K - $550K
|
28.2K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-851- 47.33% |
$513K - $571K
|
947
$643K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24New |
$14.5K - $16.1K
|
24
$16.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
73+ 16.33% |
$44K - $48.9K
|
520
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-19- 0.44% |
$11.5K - $12.7K
|
4.32K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-205- 1.88% |
$124K - $137K
|
10.7K
$7.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-160- 0.5% |
$96.5K - $107K
|
31.8K
$21.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6.1K+ 10.89% |
$3.68M - $4.09M
|
62.1K
$42.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1- 0.08% |
$603 - $670
|
1.28K
$866K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 6.51% |
$13.3K - $14.8K
|
360
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 1.4% |
$8.44K - $9.39K
|
1.01K
$688K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-34.3K- 94.51% |
$20.7M - $23M
|
2K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-57- 4.48% |
$34.4K - $38.2K
|
1.21K
$824K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$1.21K - $1.34K
|
2
$1.36K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
49+ 3.75% |
$29.5K - $32.9K
|
1.36K
$921K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
420New |
$253K - $282K
|
420
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.01KNew |
$610K - $679K
|
1.01K
$687K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
315+ 4.91% |
$190K - $211K
|
6.73K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
46+ 14.42% |
$27.7K - $30.8K
|
365
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
459New |
$277K - $308K
|
459
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.24K+ 35.8% |
$1.95M - $2.17M
|
12.3K
$8.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
37+ 3.0% |
$22.3K - $24.8K
|
1.27K
$862K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
23+ 6.8% |
$13.9K - $15.4K
|
361
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
247+ 11.27% |
$149K - $166K
|
2.44K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7- 2.03% |
$4.22K - $4.69K
|
338
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.3K- 1.53% |
$783K - $871K
|
83.8K
$56.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-171- 16.68% |
$103K - $115K
|
854
$580K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
131+ 34.75% |
$79K - $87.8K
|
508
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-387- 1.36% |
$233K - $259K
|
28.1K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
77+ 0.72% |
$46.4K - $51.6K
|
10.7K
$7.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
480+ 1.76% |
$289K - $322K
|
27.8K
$18.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-79- 2.34% |
$47.6K - $53K
|
3.3K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4- 0.58% |
$2.41K - $2.68K
|
690
$468K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
561+ 19.42% |
$338K - $376K
|
3.45K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
65+ 18.01% |
$39.2K - $43.6K
|
426
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
48+ 4.6% |
$28.9K - $32.2K
|
1.09K
$741K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-20K- 46.08% |
$12M - $13.4M
|
23.4K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
76+ 20.77% |
$45.8K - $51K
|
442
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-183- 24.9% |
$110K - $123K
|
552
$375K
|