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 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
391+ 103.71% |
$236K - $262K
|
768
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1- 0.29% |
$603 - $670
|
344
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
225+ 7.69% |
$136K - $151K
|
3.15K
$2.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.17% |
$603 - $670
|
45
$28.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 1.53% |
$2.41K - $2.68K
|
266
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
48+ 0.29% |
$28.9K - $32.2K
|
16.5K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
15+ 2.95% |
$9.04K - $10.1K
|
523
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
292+ 27.39% |
$176K - $196K
|
1.36K
$869K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
101+ 4.43% |
$60.9K - $67.7K
|
2.38K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50+ 11.47% |
$30.1K - $33.5K
|
486
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-712- 1.45% |
$429K - $477K
|
48.2K
$30.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-174- 8.99% |
$105K - $117K
|
1.76K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15+ 1.79% |
$9.04K - $10.1K
|
855
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
24+ 1.23% |
$14.5K - $16.1K
|
1.98K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 7.27% |
$4.82K - $5.36K
|
102
$65.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 1.23% |
$1.21K - $1.34K
|
161
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.86% |
$3.01K - $3.35K
|
586
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
699+ 12.59% |
$421K - $469K
|
6.25K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
656+ 16.9% |
$396K - $440K
|
4.54K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
65+ 2.31% |
$39.2K - $43.6K
|
2.88K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
37+ 9.27% |
$22.3K - $24.8K
|
436
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
252+ 13.28% |
$152K - $169K
|
2.15K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4.04K+ 3.53% |
$2.43M - $2.71M
|
118K
$75.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.76K+ 11.75% |
$1.66M - $1.85M
|
26.2K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
183+ 52.59% |
$110K - $123K
|
531
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 9.06% |
$16.3K - $18.1K
|
325
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11+ 0.27% |
$6.63K - $7.38K
|
4.06K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.06% |
$603 - $670
|
1.71K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
156+ 10.35% |
$94.1K - $105K
|
1.66K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
644New |
$388K - $432K
|
644
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.6% |
$20.5K - $22.8K
|
5.72K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1- 0.2% |
$603 - $670
|
509
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 1.97% |
$4.82K - $5.36K
|
415
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.12K- 22.66% |
$672K - $748K
|
3.81K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
46+ 13.07% |
$27.7K - $30.8K
|
398
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3+ 0.12% |
$1.81K - $2.01K
|
2.42K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-289- 7.04% |
$174K - $194K
|
3.82K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 1.62% |
$15.1K - $16.8K
|
1.57K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25+ 2.21% |
$15.1K - $16.8K
|
1.16K
$739K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9+ 0.21% |
$5.43K - $6.03K
|
4.34K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-39- 0.21% |
$23.5K - $26.1K
|
18.2K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
459+ 55.3% |
$277K - $308K
|
1.29K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
126+ 2.46% |
$76K - $84.5K
|
5.24K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
26.5K+ 4.69% |
$16M - $17.8M
|
592K
$379M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
44+ 1.19% |
$26.5K - $29.5K
|
3.73K
$2.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
697+ 3.55% |
$420K - $467K
|
20.3K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-47- 5.68% |
$28.3K - $31.5K
|
781
$500K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-15- 0.27% |
$9.04K - $10.1K
|
5.49K
$3.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
70+ 21.41% |
$42.2K - $46.9K
|
397
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.88% |
$1.21K - $1.34K
|
225
$144K
|