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 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-400- 80.0% |
$241K - $268K
|
100
$62.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
463+ 18.78% |
$279K - $310K
|
2.93K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 6.75% |
$38.6K - $42.9K
|
1.01K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.2K+ 9.44% |
$4.34M - $4.83M
|
83.5K
$52.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
486+ 33.36% |
$293K - $326K
|
1.94K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.61K- 9.13% |
$970K - $1.08M
|
16K
$9.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
26+ 0.97% |
$15.7K - $17.4K
|
2.69K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
75+ 4.24% |
$45.2K - $50.3K
|
1.84K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.9K- 5.1% |
$10.2M - $11.3M
|
315K
$196M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
62+ 7.88% |
$37.4K - $41.6K
|
849
$530K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 0.3% |
$30.1K - $33.5K
|
17K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-65- 1.19% |
$39.2K - $43.6K
|
5.4K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
17+ 3.37% |
$10.3K - $11.4K
|
521
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 21.57% |
$6.63K - $7.38K
|
62
$38.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 1.88% |
$15.1K - $16.8K
|
1.36K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.74K- 4.65% |
$1.05M - $1.17M
|
35.7K
$22.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.13% |
$1.21K - $1.34K
|
96
$59.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-218- 82.89% |
$131K - $146K
|
45
$28.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.75% |
$3.01K - $3.35K
|
675
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.95K- 90.58% |
$2.38M - $2.65M
|
411
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-455- 4.28% |
$274K - $305K
|
10.2K
$6.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-700- 11.67% |
$422K - $469K
|
5.3K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-9- 0.42% |
$5.43K - $6.03K
|
2.11K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 13.18% |
$8.41M - $9.35M
|
120K
$74.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
124+ 40.66% |
$74.8K - $83.1K
|
429
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.67% |
$3.01K - $3.35K
|
746
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
29+ 1.59% |
$17.5K - $19.4K
|
1.85K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-437- 41.03% |
$263K - $293K
|
628
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
93+ 7.59% |
$56.1K - $62.4K
|
1.32K
$823K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-17- 0.47% |
$10.3K - $11.4K
|
3.62K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 5.43% |
$30.1K - $33.5K
|
971
$606K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9+ 1.78% |
$5.43K - $6.03K
|
515
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.43K- 15.52% |
$864K - $961K
|
7.8K
$4.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-55- 84.62% |
$33.2K - $36.9K
|
10
$6.24K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
32+ 7.14% |
$19.3K - $21.5K
|
480
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 12.5% |
$4.82K - $5.36K
|
72
$44.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$3.01K - $3.35K
|
5
$3.12K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
12+ 3.17% |
$7.24K - $8.05K
|
391
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.37K+ 73.34% |
$824K - $917K
|
3.23K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-203- 28.55% |
$122K - $136K
|
508
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
113+ 10.4% |
$68.1K - $75.8K
|
1.2K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-48- 3.33% |
$28.9K - $32.2K
|
1.39K
$868K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
25+ 0.32% |
$15.1K - $16.8K
|
7.77K
$4.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-10- 1.03% |
$6.03K - $6.7K
|
957
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
15.3K+ 5.25% |
$9.2M - $10.2M
|
306K
$191M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8+ 0.49% |
$4.82K - $5.36K
|
1.64K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.63% |
$4.22K - $4.69K
|
1.12K
$696K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-193- 2.1% |
$116K - $129K
|
8.99K
$5.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
124+ 9.6% |
$74.8K - $83.1K
|
1.42K
$883K
|
|
|
Oct 24, 2024
Q3 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
BUY
|
- |
2.64K+ 7.01% |
$1.59M - $1.77M
|
40.4K
$25.2M
|