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 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.82KNew |
$1.07M - $1.22M
|
1.82K
$1.16M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 9.09% |
$2.93K - $3.35K
|
50
$32K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16New |
$9.39K - $10.7K
|
16
$10.2K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$1.17K - $1.34K
|
2
$1.28K
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.06K- 51.68% |
$1.21M - $1.38M
|
1.93K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-104- 85.95% |
$61K - $69.6K
|
17
$10.9K
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$235K - $268K
|
400
$256K
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
321+ 142.04% |
$188K - $215K
|
547
$350K
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
72.5KNew |
$42.5M - $48.5M
|
72.5K
$46.4M
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-2.16K- 0.43% |
$1.26M - $1.44M
|
503K
$322M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.7KNew |
$4.52M - $5.15M
|
7.7K
$4.93M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
687+ 2.02% |
$403K - $460K
|
34.7K
$22.2M
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-24- 2.77% |
$14.1K - $16.1K
|
841
$538K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 47.62% |
$5.87K - $6.69K
|
11
$7.04K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.47K+ 376.28% |
$3.8M - $4.33M
|
8.19K
$5.24M
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-2.3K- 4.52% |
$1.35M - $1.54M
|
48.6K
$31.1M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2New |
$1.17K - $1.34K
|
2
$1.28K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-71.4K- 72.63% |
$41.9M - $47.8M
|
26.9K
$17.2M
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20+ 3.08% |
$11.7K - $13.4K
|
670
$429K
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.05KNew |
$1.2M - $1.37M
|
2.05K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
38.1K+ 183.36% |
$22.3M - $25.5M
|
58.8K
$37.6M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
829+ 45.25% |
$486K - $555K
|
2.66K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2- 1.83% |
$1.17K - $1.34K
|
107
$68.5K
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
760New |
$446K - $509K
|
760
$486K
|
|
May 15, 2024
Q1 2024
|
Foxhaven Asset Management, LP
Charlottesville, VA |
SELL
|
- |
-66.3K- 25.32% |
$38.9M - $44.4M
|
196K
$125M
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
11.1KNew |
$6.54M - $7.45M
|
11.1K
$7.13M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
6.6KNew |
$3.87M - $4.42M
|
6.6K
$4.22M
|
|
May 15, 2024
Q1 2024
|
Styrax Capital, LP
New York, NY |
SELL
|
- |
-60.2K- 50.0% |
$35.3M - $40.3M
|
60.2K
$38.5M
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-5.34K- 35.76% |
$3.13M - $3.57M
|
9.59K
$6.14M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$1.17K - $1.34K
|
5
$3.2K
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
626New |
$367K - $419K
|
626
$401K
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
50+ 6.88% |
$29.3K - $33.5K
|
777
$497K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-509- 8.64% |
$299K - $341K
|
5.38K
$3.45M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
387New |
$227K - $259K
|
387
$248K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$1.76M - $2.01M
|
3K
$1.92M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-42K- 48.19% |
$24.6M - $28.1M
|
45.1K
$28.9M
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.85% |
$1.76K - $2.01K
|
352
$225K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-117- 1.03% |
$68.7K - $78.3K
|
11.3K
$7.23M
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
145+ 12.75% |
$85.1K - $97.1K
|
1.28K
$821K
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
12.1K+ 1.03% |
$7.08M - $8.08M
|
1.19M
$761M
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
228+ 0.04% |
$134K - $153K
|
588K
$377M
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
643New |
$377K - $430K
|
643
$412K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41- 8.27% |
$24.1K - $27.4K
|
455
$291K
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
125New |
$73.4K - $83.7K
|
125
$80K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 13.77% |
$610K - $696K
|
6.51K
$4.17M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$821K - $936K
|
1.4K
$896K
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
785New |
$461K - $525K
|
785
$502K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 4.41% |
$643K - $734K
|
25.9K
$16.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.66K+ 33.39% |
$1.56M - $1.78M
|
10.6K
$6.79M
|
|
May 14, 2024
Q1 2024
|
Rivulet Capital, LLC
Summit, NJ |
SELL
|
- |
-58K- 26.85% |
$34M - $38.8M
|
158K
$101M
|