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 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.63% |
$4.22K - $4.69K
|
1.12K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-193- 2.1% |
$116K - $129K
|
8.99K
$5.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
124+ 9.6% |
$74.8K - $83.1K
|
1.42K
$906K
|
|
|
Oct 24, 2024
Q3 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
BUY
|
- |
2.64K+ 7.01% |
$1.59M - $1.77M
|
40.4K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 4.12% |
$14.5K - $16.1K
|
606
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-608- 14.25% |
$367K - $408K
|
3.66K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
765New |
$461K - $513K
|
765
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
213+ 5.54% |
$128K - $143K
|
4.06K
$2.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
193New |
$116K - $129K
|
193
$124K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
34+ 13.82% |
$20.5K - $22.8K
|
280
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
476+ 1.2% |
$287K - $319K
|
40.3K
$25.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
43K+ 72.18% |
$25.9M - $28.8M
|
103K
$65.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
79+ 0.32% |
$47.6K - $53K
|
24.7K
$15.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.61K+ 7.21% |
$5.79M - $6.44M
|
143K
$91.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
620New |
$374K - $416K
|
620
$397K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
48+ 0.16% |
$28.9K - $32.2K
|
30.7K
$19.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.55K+ 84.11% |
$1.54M - $1.71M
|
5.58K
$3.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 2.63% |
$603K - $670K
|
37K
$23.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-134- 13.33% |
$80.8K - $89.8K
|
871
$558K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
760+ 1.06% |
$458K - $510K
|
72.8K
$46.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17+ 1.78% |
$10.3K - $11.4K
|
973
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 0.65% |
$6.03K - $6.7K
|
1.52K
$972K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 1.57% |
$5.43K - $6.03K
|
584
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
82+ 2.93% |
$49.4K - $55K
|
2.88K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
267+ 5.87% |
$161K - $179K
|
4.82K
$3.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-24- 1.86% |
$14.5K - $16.1K
|
1.27K
$811K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.9K- 28.74% |
$1.15M - $1.27M
|
4.71K
$3.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.06% |
$3.01K - $3.35K
|
7.99K
$5.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
810+ 27.05% |
$488K - $543K
|
3.81K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
17+ 0.41% |
$10.3K - $11.4K
|
4.19K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
10+ 1.87% |
$6.03K - $6.7K
|
545
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
645New |
$389K - $432K
|
645
$413K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
55+ 3.33% |
$33.2K - $36.9K
|
1.71K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
39+ 2.12% |
$23.5K - $26.1K
|
1.88K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
613+ 1.02% |
$370K - $411K
|
60.8K
$38.9M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.48K+ 2.19% |
$895K - $995K
|
69.4K
$44.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78K+ 6.46% |
$1.07M - $1.19M
|
29.3K
$18.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3- 4.41% |
$1.81K - $2.01K
|
65
$41.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-294- 18.87% |
$177K - $197K
|
1.26K
$809K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
823+ 89.36% |
$496K - $552K
|
1.74K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
362+ 3.19% |
$218K - $243K
|
11.7K
$7.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.67KNew |
$4.02M - $4.47M
|
6.67K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5.46K+ 20.41% |
$3.29M - $3.66M
|
32.2K
$20.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
491+ 70.55% |
$296K - $329K
|
1.19K
$760K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
2K+ 12.93% |
$1.2M - $1.34M
|
17.4K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
162+ 0.78% |
$97.7K - $109K
|
21K
$13.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-70- 0.82% |
$42.2K - $46.9K
|
8.42K
$5.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
135+ 0.44% |
$81.4K - $90.5K
|
30.8K
$19.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.29% |
$603 - $670
|
342
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-354- 1.97% |
$213K - $237K
|
17.6K
$11.3M
|