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 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 50.0% |
$1.81K - $2.01K
|
3
$1.92K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
32+ 3.54% |
$19.3K - $21.5K
|
937
$600K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
450+ 32.59% |
$271K - $302K
|
1.83K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
147+ 1.63% |
$88.6K - $98.6K
|
9.15K
$5.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
17+ 1.13% |
$10.3K - $11.4K
|
1.52K
$973K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
30+ 2.07% |
$18.1K - $20.1K
|
1.48K
$947K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
276+ 4.17% |
$166K - $185K
|
6.9K
$4.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.99K- 23.69% |
$1.2M - $1.33M
|
6.39K
$4.09M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-124- 12.02% |
$74.8K - $83.1K
|
908
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
51+ 16.72% |
$30.8K - $34.2K
|
356
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-16- 2.26% |
$9.65K - $10.7K
|
692
$443K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-33- 4.22% |
$19.9K - $22.1K
|
749
$479K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-770- 3.64% |
$464K - $516K
|
20.4K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
50+ 8.14% |
$30.1K - $33.5K
|
664
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.29K- 37.01% |
$780K - $868K
|
2.2K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
484K+ 68404.67% |
$292M - $324M
|
484K
$310M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5+ 0.48% |
$3.01K - $3.35K
|
1.05K
$670K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
330New |
$199K - $221K
|
330
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
72+ 0.57% |
$43.4K - $48.3K
|
12.8K
$8.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 3.48% |
$2.41K - $2.68K
|
119
$76.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
108+ 0.18% |
$65.1K - $72.4K
|
60.2K
$38.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-950- 10.0% |
$573K - $637K
|
8.55K
$5.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.28% |
$603 - $670
|
364
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-253- 11.23% |
$153K - $170K
|
2K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
155+ 9.57% |
$93.5K - $104K
|
1.78K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-4.74K- 6.13% |
$2.86M - $3.18M
|
72.5K
$46.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-740- 1.67% |
$446K - $496K
|
43.5K
$27.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-461- 3.34% |
$278K - $309K
|
13.3K
$8.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-48- 2.02% |
$28.9K - $32.2K
|
2.33K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
61+ 1.18% |
$36.8K - $40.9K
|
5.24K
$3.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
43+ 0.11% |
$25.9K - $28.8K
|
40K
$25.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
42+ 2.63% |
$25.3K - $28.2K
|
1.64K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
281+ 8.64% |
$169K - $188K
|
3.53K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 0.58% |
$6.63K - $7.38K
|
1.89K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
27+ 8.6% |
$16.3K - $18.1K
|
341
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$603 - $670
|
638
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
129+ 9.91% |
$77.8K - $86.5K
|
1.43K
$916K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 2.75% |
$649K - $722K
|
40.3K
$25.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
202+ 1.37% |
$122K - $135K
|
14.9K
$9.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.4% |
$83.8K - $93.2K
|
5.94K
$3.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 9.03% |
$676K - $752K
|
13.5K
$8.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
44New |
$26.5K - $29.5K
|
44
$28.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-505- 20.71% |
$304K - $339K
|
1.93K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-66- 6.57% |
$39.8K - $44.3K
|
939
$601K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-231- 78.84% |
$139K - $155K
|
62
$39.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30+ 8.06% |
$18.1K - $20.1K
|
402
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-291- 13.32% |
$175K - $195K
|
1.89K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 7.67% |
$15.7K - $17.4K
|
365
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35- 2.86% |
$21.1K - $23.5K
|
1.19K
$762K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3- 0.51% |
$1.81K - $2.01K
|
589
$377K
|