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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.09K- 10.33% |
$657K - $731K
|
9.46K
$6M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-28.5K- 52.51% |
$17.2M - $19.1M
|
25.8K
$16.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-4- 0.43% |
$2.41K - $2.68K
|
926
$588K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
415+ 0.84% |
$250K - $278K
|
49.6K
$31.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 2.58% |
$28.3K - $31.5K
|
1.87K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-138- 36.51% |
$83.2K - $92.5K
|
240
$152K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.82% |
$2.41K - $2.68K
|
490
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-547- 2.82% |
$330K - $367K
|
18.9K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
728+ 13.37% |
$439K - $488K
|
6.17K
$3.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
342+ 93.44% |
$206K - $229K
|
708
$449K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-481- 7.67% |
$290K - $323K
|
5.79K
$3.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-158- 5.27% |
$95.3K - $106K
|
2.84K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 31.78% |
$24.7K - $27.5K
|
170
$108K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 1.35% |
$3.62K - $4.02K
|
452
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.91KNew |
$1.15M - $1.28M
|
1.91K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-93- 4.6% |
$56.1K - $62.4K
|
1.93K
$1.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.06K+ 0.68% |
$1.24M - $1.38M
|
304K
$193M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.42K- 84.68% |
$3.27M - $3.63M
|
980
$622K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-46- 2.04% |
$27.7K - $30.8K
|
2.2K
$1.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.22% |
$1.81K - $2.01K
|
1.34K
$847K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-8- 0.39% |
$4.82K - $5.36K
|
2.03K
$1.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7+ 1.56% |
$4.22K - $4.69K
|
457
$290K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-55- 2.69% |
$33.2K - $36.9K
|
1.99K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
372+ 5.37% |
$224K - $249K
|
7.3K
$4.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12+ 1.06% |
$7.24K - $8.05K
|
1.14K
$726K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
968+ 33.73% |
$584K - $649K
|
3.84K
$2.44M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.59K+ 6.74% |
$2.17M - $2.41M
|
56.9K
$36.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
587+ 18.9% |
$354K - $394K
|
3.69K
$2.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-2.5K- 16.67% |
$1.51M - $1.68M
|
12.5K
$7.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
SELL
|
- |
-100- 13.12% |
$60.3K - $67K
|
662
$420K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
539+ 1.55% |
$325K - $361K
|
35.3K
$22.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1+ 0.13% |
$603 - $670
|
770
$489K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-47K- 92.86% |
$28.4M - $31.5M
|
3.62K
$2.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2- 0.25% |
$1.21K - $1.34K
|
809
$513K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.86K- 34.26% |
$2.33M - $2.59M
|
7.4K
$4.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-207- 28.09% |
$125K - $139K
|
530
$336K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
184+ 6.92% |
$111K - $123K
|
2.84K
$1.8M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
232+ 1.96% |
$140K - $156K
|
12.1K
$7.66M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.27K- 22.92% |
$763K - $849K
|
4.26K
$2.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.72K- 25.9% |
$1.64M - $1.83M
|
7.79K
$4.95M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-120- 7.49% |
$72.4K - $80.5K
|
1.48K
$941K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-28- 2.32% |
$16.9K - $18.8K
|
1.18K
$748K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.27K- 8.52% |
$1.37M - $1.52M
|
24.3K
$15.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
746+ 6.09% |
$450K - $500K
|
13K
$8.24M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.76K- 50.03% |
$989K - $1.18M
|
1.75K
$1.11M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.76K- 21.39% |
$2.68M - $3.19M
|
17.5K
$11.1M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.83% |
$2.81K - $3.35K
|
610
$387K
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$225K - $268K
|
400
$254K
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-1K- 17.39% |
$563K - $670K
|
4.75K
$3.01M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-477- 56.79% |
$269K - $320K
|
363
$230K
|
|