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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
22+ 4.45% |
$13.3K - $14.8K
|
516
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-33- 13.1% |
$19.9K - $22.1K
|
219
$149K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-651- 14.34% |
$393K - $436K
|
3.89K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.47KNew |
$887K - $986K
|
1.47K
$998K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
60+ 12.05% |
$36.2K - $40.2K
|
558
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-35- 4.02% |
$21.1K - $23.5K
|
835
$567K
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.19K- 1.81% |
$718K - $798K
|
64.7K
$43.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
597+ 87.79% |
$360K - $400K
|
1.28K
$867K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.75K- 0.27% |
$2.26M - $2.51M
|
1.4M
$953M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 3.07% |
$8.44K - $9.39K
|
470
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
385New |
$232K - $258K
|
385
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 32.26% |
$6.03K - $6.7K
|
41
$27.8K
|
|
|
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
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$603 - $670
|
7
$4.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.43% |
$1.21K - $1.34K
|
461
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
110+ 1.56% |
$66.3K - $73.8K
|
7.18K
$4.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-994- 6.18% |
$599K - $666K
|
15.1K
$10.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.6K- 9.37% |
$7M - $7.78M
|
112K
$76.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-7.97K- 26.63% |
$4.81M - $5.35M
|
22K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
300+ 12.52% |
$181K - $201K
|
2.7K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
11+ 4.1% |
$6.63K - $7.38K
|
279
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
629+ 169.54% |
$379K - $422K
|
1K
$679K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
72+ 2.86% |
$43.4K - $48.3K
|
2.59K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 166.67% |
$3.01K - $3.35K
|
8
$5.43K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.3K- 2.08% |
$1.39M - $1.54M
|
108K
$73.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3.7K+ 7.31% |
$2.23M - $2.48M
|
54.4K
$36.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-142- 0.38% |
$85.6K - $95.2K
|
37.6K
$25.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-690- 29.11% |
$416K - $463K
|
1.68K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-357- 1.47% |
$215K - $239K
|
23.9K
$16.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
625+ 20.06% |
$377K - $419K
|
3.74K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27- 7.09% |
$16.3K - $18.1K
|
354
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
73+ 5.98% |
$44K - $48.9K
|
1.29K
$878K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
141+ 11.57% |
$85K - $94.5K
|
1.36K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.29K+ 7.19% |
$2.59M - $2.88M
|
64K
$43.4M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-72- 5.1% |
$43.4K - $48.3K
|
1.34K
$909K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3+ 0.29% |
$1.81K - $2.01K
|
1.05K
$715K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
600New |
$362K - $402K
|
600
$407K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
333+ 6.78% |
$201K - $223K
|
5.25K
$3.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24- 6.86% |
$14.5K - $16.1K
|
326
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.85K+ 5.44% |
$1.12M - $1.24M
|
35.9K
$24.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
177+ 36.12% |
$107K - $119K
|
667
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-77- 0.36% |
$46.4K - $51.6K
|
21.2K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
120+ 14.53% |
$72.4K - $80.5K
|
946
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 0.43% |
$47K - $52.3K
|
18.1K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 1.38% |
$7.84K - $8.72K
|
958
$650K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-669- 44.39% |
$403K - $449K
|
838
$569K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
90+ 5.72% |
$54.3K - $60.3K
|
1.66K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-31- 3.13% |
$18.7K - $20.8K
|
958
$650K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 2.8% |
$17.5K - $19.4K
|
1.01K
$683K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-193- 5.08% |
$116K - $129K
|
3.61K
$2.45M
|