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 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 2.8% |
$17.5K - $19.4K
|
1.01K
$639K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-193- 5.08% |
$116K - $129K
|
3.61K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 2.37% |
$6.03K - $6.7K
|
412
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-391- 6.38% |
$236K - $262K
|
5.73K
$3.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
136New |
$82K - $91.2K
|
136
$86.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 3.75% |
$1.81K - $2.01K
|
83
$52.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-16- 0.7% |
$9.65K - $10.7K
|
2.28K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-135- 0.39% |
$81.4K - $90.5K
|
34.4K
$21.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.02% |
$603 - $670
|
99
$62.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-45- 0.93% |
$27.1K - $30.2K
|
4.82K
$3.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-15- 2.33% |
$9.04K - $10.1K
|
629
$399K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
175+ 17.62% |
$106K - $117K
|
1.17K
$741K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.21K- 10.24% |
$730K - $812K
|
10.6K
$6.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-67- 0.71% |
$40.4K - $44.9K
|
9.36K
$5.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 1.45% |
$6.63K - $7.38K
|
769
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
140+ 5.79% |
$84.4K - $93.9K
|
2.56K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-1- 0.06% |
$603 - $670
|
1.71K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
8+ 0.5% |
$4.82K - $5.36K
|
1.6K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.18K+ 0.79% |
$1.92M - $2.13M
|
406K
$258M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
67+ 81.71% |
$40.4K - $44.9K
|
149
$94.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.56K- 43.3% |
$3.96M - $4.4M
|
8.59K
$5.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
439+ 88.33% |
$265K - $294K
|
936
$594K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.72% |
$4.82K - $5.36K
|
1.12K
$710K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.09% |
$2.41K - $2.68K
|
4.36K
$2.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.75% |
$603 - $670
|
135
$85.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5+ 1.3% |
$3.01K - $3.35K
|
391
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-20- 1.19% |
$12.1K - $13.4K
|
1.66K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98+ 5.93% |
$59.1K - $65.7K
|
1.75K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.99K+ 9.08% |
$3.01M - $3.34M
|
59.9K
$38M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
654New |
$394K - $439K
|
654
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
242+ 0.78% |
$146K - $162K
|
31.4K
$19.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.57K- 13.85% |
$944K - $1.05M
|
9.73K
$6.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.56K- 8.79% |
$942K - $1.05M
|
16.2K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
747+ 31.8% |
$450K - $501K
|
3.1K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.69K- 2.75% |
$1.02M - $1.13M
|
59.6K
$37.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.31% |
$6.03K - $6.7K
|
3.28K
$2.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-228- 8.05% |
$137K - $153K
|
2.6K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
75+ 6.24% |
$45.2K - $50.3K
|
1.28K
$810K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-47- 2.92% |
$28.3K - $31.5K
|
1.56K
$992K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
74.4K+ 13.48% |
$44.9M - $49.9M
|
626K
$397M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.6K+ 4.66% |
$967K - $1.08M
|
36K
$22.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-162- 0.67% |
$97.7K - $109K
|
23.9K
$15.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.63K+ 0.75% |
$981K - $1.09M
|
217K
$138M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 0.39% |
$25.3K - $28.2K
|
10.8K
$6.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 17.08% |
$1.28M - $1.42M
|
14.5K
$9.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 6.06% |
$50.6K - $56.3K
|
1.47K
$932K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 2.68% |
$7.24K - $8.05K
|
435
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-30.9K- 8.41% |
$18.6M - $20.7M
|
337K
$214M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 3.16% |
$9.04K - $10.1K
|
490
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.67K- 1.99% |
$2.21M - $2.46M
|
180K
$114M
|