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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-84- 6.83% |
$47.3K - $56.3K
|
1.15K
$734K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
160+ 49.38% |
$90.1K - $107K
|
484
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.04KNew |
$1.15M - $1.37M
|
2.04K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-582- 71.5% |
$328K - $390K
|
232
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-25- 6.1% |
$14.1K - $16.8K
|
385
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
26+ 3.57% |
$14.6K - $17.4K
|
754
$483K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-11.4K- 19.75% |
$6.43M - $7.66M
|
46.4K
$29.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 1.16% |
$2.81K - $3.35K
|
427
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.32% |
$563 - $670
|
311
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-55.8K- 35.07% |
$31.4M - $37.4M
|
103K
$66.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
911New |
$513K - $611K
|
911
$583K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
371New |
$209K - $249K
|
371
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
35+ 145.83% |
$19.7K - $23.5K
|
59
$37.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$2.81K - $3.35K
|
5
$3.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-53- 1.31% |
$29.8K - $35.5K
|
3.99K
$2.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-50- 84.75% |
$28.1K - $33.5K
|
9
$5.76K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
308New |
$173K - $206K
|
308
$197K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
312New |
$176K - $209K
|
312
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-736- 15.34% |
$414K - $493K
|
4.06K
$2.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 1.44% |
$3.38K - $4.02K
|
412
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135+ 3.85% |
$76K - $90.5K
|
3.64K
$2.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-458- 2.93% |
$258K - $307K
|
15.2K
$9.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28+ 560.0% |
$15.8K - $18.8K
|
33
$21.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-32- 4.95% |
$18K - $21.4K
|
614
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
769New |
$433K - $515K
|
769
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
SELL
|
- |
-6.35K- 40.47% |
$3.57M - $4.25M
|
9.34K
$5.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-671- 62.48% |
$378K - $450K
|
403
$258K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.79% |
$14.6K - $17.4K
|
3.33K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.31% |
$563 - $670
|
321
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-250- 37.31% |
$141K - $168K
|
420
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-5.6K- 83.58% |
$3.15M - $3.75M
|
1.1K
$704K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
40+ 3.03% |
$22.5K - $26.8K
|
1.36K
$871K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.33% |
$1.13K - $1.34K
|
602
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.29K- 63.83% |
$727K - $866K
|
732
$469K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-10- 2.3% |
$5.63K - $6.7K
|
425
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$6.26M - $7.45M
|
11.1K
$7.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$21.4K - $25.5K
|
38
$24.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-66- 2.46% |
$37.2K - $44.2K
|
2.62K
$1.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
319New |
$180K - $214K
|
319
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7+ 1.33% |
$3.94K - $4.69K
|
533
$341K
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
164KNew |
$92.1M - $110M
|
164K
$105M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
411+ 45.12% |
$231K - $275K
|
1.32K
$846K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-49- 13.84% |
$27.6K - $32.8K
|
305
$195K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2- 0.33% |
$1.13K - $1.34K
|
607
$389K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
56KNew |
$31.5M - $37.6M
|
56K
$35.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
55+ 5.46% |
$31K - $36.9K
|
1.06K
$680K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67+ 9.38% |
$37.7K - $44.9K
|
781
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-32- 2.33% |
$18K - $21.4K
|
1.34K
$857K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24+ 114.29% |
$13.5K - $16.1K
|
45
$28.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-85- 16.28% |
$47.9K - $57K
|
437
$280K
|