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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
201New |
$118K - $135K
|
201
$129K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.14KNew |
$667K - $760K
|
1.14K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
41.9K+ 47.08% |
$24.6M - $28M
|
131K
$83.7M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-35- 8.41% |
$20.5K - $23.4K
|
381
$244K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.37KNew |
$804K - $917K
|
1.37K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
323New |
$190K - $216K
|
323
$207K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
60+ 15.96% |
$35.2K - $40.2K
|
436
$279K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
70New |
$41.1K - $46.9K
|
70
$44.8K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.72K- 26.65% |
$2.18M - $2.49M
|
10.2K
$6.55M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
80+ 4.44% |
$46.9K - $53.5K
|
1.88K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-84- 46.93% |
$49.3K - $56.2K
|
95
$60.8K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
309New |
$181K - $207K
|
309
$198K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
91+ 4.02% |
$53.4K - $60.9K
|
2.35K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.12K+ 3.98% |
$2.42M - $2.76M
|
108K
$68.9M
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
95.3K+ 17.99% |
$55.9M - $63.8M
|
625K
$400M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-232- 22.31% |
$136K - $155K
|
808
$517K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.75K- 99.6% |
$2.2M - $2.51M
|
15
$9.6K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5+ 2.25% |
$2.93K - $3.35K
|
227
$145K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
323New |
$190K - $216K
|
323
$207K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 60.0% |
$1.76K - $2.01K
|
2
$1.28K
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.86K+ 19.9% |
$2.85M - $3.25M
|
29.3K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.28% |
$587 - $669
|
358
$229K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
519New |
$305K - $347K
|
519
$332K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
900+ 150.0% |
$528K - $602K
|
1.5K
$960K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4+ 0.74% |
$2.35K - $2.68K
|
547
$350K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-325- 28.61% |
$191K - $218K
|
811
$519K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.84K- 1.08% |
$3.42M - $3.91M
|
533K
$341M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2- 1.85% |
$1.17K - $1.34K
|
106
$67.9K
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$587K - $669K
|
1K
$640K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-22- 5.82% |
$12.9K - $14.7K
|
356
$228K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
327New |
$192K - $219K
|
327
$209K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19+ 1.95% |
$11.1K - $12.7K
|
991
$634K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-19- 5.64% |
$11.1K - $12.7K
|
318
$204K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-52.4K- 96.86% |
$30.7M - $35.1M
|
1.7K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 3.59% |
$11.1K - $12.7K
|
548
$351K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-652- 35.9% |
$383K - $436K
|
1.16K
$745K
|
|
|
May 06, 2024
Q1 2024
|
Settian Capital LP
|
BUY
|
- |
2K+ 50.0% |
$1.17M - $1.34M
|
6K
$3.84M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3- 4.41% |
$1.76K - $2.01K
|
65
$41.6K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135+ 67.5% |
$79.2K - $90.4K
|
335
$214K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-100- 11.51% |
$58.7K - $66.9K
|
769
$492K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8New |
$4.69K - $5.35K
|
8
$5.12K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.78K- 79.42% |
$1.04M - $1.19M
|
460
$294K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
325New |
$191K - $218K
|
325
$208K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$1.47M - $1.68M
|
2.51K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-141- 32.49% |
$82.7K - $94.4K
|
293
$188K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$2.93K - $3.35K
|
5
$3.2K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100New |
$58.7K - $66.9K
|
100
$64K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
137+ 3.11% |
$80.4K - $91.7K
|
4.54K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5+ 0.8% |
$2.93K - $3.35K
|
629
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-160- 27.78% |
$93.9K - $107K
|
416
$266K
|