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 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
597New |
$336K - $400K
|
597
$382K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
123+ 6150.0% |
$69.2K - $82.4K
|
125
$80K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
12+ 3.61% |
$6.76K - $8.04K
|
344
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-42- 80.77% |
$23.6K - $28.2K
|
10
$6.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-5- 0.93% |
$2.81K - $3.35K
|
535
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
11+ 3.2% |
$6.19K - $7.37K
|
355
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-44- 11.03% |
$24.8K - $29.5K
|
355
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
100+ 83.33% |
$56.3K - $67K
|
220
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
207+ 41.24% |
$117K - $139K
|
709
$454K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-20- 5.68% |
$11.3K - $13.4K
|
332
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
408+ 12.63% |
$230K - $273K
|
3.64K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
72New |
$40.5K - $48.3K
|
72
$46.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
25+ 6.23% |
$14.1K - $16.8K
|
426
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
394New |
$222K - $264K
|
394
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
20New |
$11.3K - $13.4K
|
20
$12.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12New |
$6.76K - $8.04K
|
12
$7.68K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$563 - $670
|
1
$640
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-3- 0.15% |
$1.69K - $2.01K
|
1.97K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
318New |
$179K - $213K
|
318
$204K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 0.39% |
$1.69K - $2.01K
|
774
$495K
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-500- 41.67% |
$281K - $335K
|
700
$448K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
37New |
$20.8K - $24.8K
|
37
$23.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25New |
$14.1K - $16.8K
|
25
$16K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
163+ 18.21% |
$91.8K - $109K
|
1.06K
$677K
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-67- 16.3% |
$37.7K - $44.9K
|
344
$220K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1K- 66.67% |
$563K - $670K
|
500
$320K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
205+ 45.35% |
$115K - $137K
|
657
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-3- 0.95% |
$1.69K - $2.01K
|
312
$200K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 40.0% |
$4.5K - $5.36K
|
28
$17.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-86- 10.91% |
$48.4K - $57.6K
|
702
$449K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-120- 10.08% |
$67.6K - $80.4K
|
1.07K
$686K
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.29K- 13.1% |
$1.29M - $1.54M
|
15.2K
$9.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
147+ 21.78% |
$82.8K - $98.5K
|
822
$526K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-989- 16.55% |
$557K - $663K
|
4.99K
$3.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-22.6K- 97.34% |
$12.7M - $15.2M
|
618
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
22New |
$12.4K - $14.7K
|
22
$14.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-25- 0.04% |
$14.1K - $16.8K
|
61.8K
$39.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
318New |
$179K - $213K
|
318
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
25+ 7.46% |
$14.1K - $16.8K
|
360
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 25.0% |
$1.69K - $2.01K
|
15
$9.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
106+ 30.55% |
$59.7K - $71K
|
453
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
25New |
$14.1K - $16.8K
|
25
$16K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
40New |
$22.5K - $26.8K
|
40
$25.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
10+ 2.46% |
$5.63K - $6.7K
|
417
$267K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-445- 58.4% |
$251K - $298K
|
317
$203K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$563 - $670
|
363
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-10- 2.42% |
$5.63K - $6.7K
|
404
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
133New |
$74.9K - $89.1K
|
133
$85.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.81K - $3.35K
|
835
$535K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.64K+ 5366.67% |
$3.17M - $3.78M
|
5.74K
$3.67M
|