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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 2.42% |
$17.6K - $20.1K
|
1.21K
$775K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.8KNew |
$1.06M - $1.2M
|
1.8K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
212+ 35.69% |
$124K - $142K
|
806
$516K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-500- 19.23% |
$293K - $335K
|
2.1K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6- 1.8% |
$3.52K - $4.02K
|
327
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
629+ 36.91% |
$369K - $421K
|
2.33K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4- 0.12% |
$2.35K - $2.68K
|
3.43K
$2.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-469- 47.18% |
$275K - $314K
|
525
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$587 - $669
|
1
$640
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-110- 6.63% |
$64.6K - $73.6K
|
1.55K
$992K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-50- 11.76% |
$29.3K - $33.5K
|
375
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-413- 22.41% |
$242K - $276K
|
1.43K
$915K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.44% |
$2.35K - $2.68K
|
904
$579K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9- 2.24% |
$5.28K - $6.02K
|
392
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12- 7.41% |
$7.04K - $8.03K
|
150
$96K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-12- 3.39% |
$7.04K - $8.03K
|
342
$219K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
89+ 11.15% |
$52.2K - $59.6K
|
887
$568K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
706New |
$414K - $473K
|
706
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.38KNew |
$812K - $926K
|
1.38K
$886K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-136- 15.25% |
$79.8K - $91K
|
756
$484K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-486- 61.06% |
$285K - $325K
|
310
$198K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-174- 0.39% |
$102K - $116K
|
44.9K
$28.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-2.44K- 18.66% |
$1.43M - $1.63M
|
10.6K
$6.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 53.57% |
$8.8K - $10K
|
43
$27.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.17K- 13.41% |
$687K - $783K
|
7.55K
$4.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-404- 15.33% |
$237K - $270K
|
2.23K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
690New |
$405K - $462K
|
690
$442K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.38KNew |
$807K - $920K
|
1.38K
$880K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
124New |
$72.8K - $83K
|
124
$79.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-4- 7.41% |
$2.35K - $2.68K
|
50
$32K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$7.7M - $8.79M
|
13.1K
$8.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
13+ 1.34% |
$7.63K - $8.7K
|
984
$630K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
761New |
$447K - $509K
|
761
$487K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-30- 1.37% |
$17.6K - $20.1K
|
2.17K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
322New |
$189K - $216K
|
322
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
352New |
$207K - $236K
|
352
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
310New |
$182K - $208K
|
310
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1- 0.25% |
$587 - $669
|
400
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.12% |
$1.17K - $1.34K
|
1.67K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 1.2% |
$2.93K - $3.35K
|
413
$264K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-40.5K- 61.6% |
$23.8M - $27.1M
|
25.2K
$16.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 66.67% |
$7.04K - $8.03K
|
6
$3.84K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 0.54% |
$6.46K - $7.36K
|
2.03K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-12- 11.76% |
$7.04K - $8.03K
|
90
$57.6K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-42- 36.84% |
$24.6K - $28.1K
|
72
$46.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.94K- 4.14% |
$1.14M - $1.3M
|
45K
$28.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
42+ 11.6% |
$24.6K - $28.1K
|
404
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7- 0.59% |
$4.11K - $4.69K
|
1.17K
$750K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-228- 1.98% |
$134K - $153K
|
11.3K
$7.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.34KNew |
$785K - $895K
|
1.34K
$856K
|