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 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
45.4KNew |
$26.7M - $30.4M
|
45.4K
$29.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-8- 0.8% |
$4.69K - $5.35K
|
992
$635K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
150+ 3.39% |
$88K - $100K
|
4.58K
$2.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2- 0.6% |
$1.17K - $1.34K
|
332
$213K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-12- 1.83% |
$7.04K - $8.03K
|
643
$412K
|
|
|
Apr 10, 2024
Q1 2024
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-11.6K- 43.54% |
$6.81M - $7.77M
|
15.1K
$9.63M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-13- 1.02% |
$7.63K - $8.7K
|
1.26K
$806K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-50- 3.8% |
$29.3K - $33.5K
|
1.27K
$810K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-17- 0.3% |
$9.98K - $11.4K
|
5.56K
$3.56M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$587 - $669
|
351
$225K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
187New |
$110K - $125K
|
187
$120K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.31KNew |
$629K - $825K
|
1.31K
$839K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
480New |
$230K - $302K
|
480
$307K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 2.5% |
$4.79K - $6.29K
|
410
$262K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.41KNew |
$677K - $888K
|
1.41K
$903K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
3.32KNew |
$1.59M - $2.09M
|
3.32K
$2.12M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
11New |
$5.27K - $6.92K
|
11
$7.04K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
160New |
$76.7K - $101K
|
160
$102K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8New |
$3.84K - $5.03K
|
8
$5.12K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
575New |
$276K - $362K
|
575
$368K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
130New |
$62.3K - $81.8K
|
130
$83.2K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.07KNew |
$990K - $1.3M
|
2.07K
$1.32M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-449- 73.13% |
$215K - $282K
|
165
$106K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.44% |
$24K - $31.5K
|
11.4K
$7.3M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.48K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
287New |
$138K - $181K
|
287
$184K
|
|
|
Feb 23, 2024
Q4 2023
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$4.79M - $6.29M
|
10K
$6.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$12.9K - $17K
|
27
$17.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-60.6K- 34.09% |
$29.1M - $38.1M
|
117K
$75M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$25.4K - $33.3K
|
53
$33.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
7.38KNew |
$3.54M - $4.64M
|
7.38K
$4.72M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$38.4K - $50.3K
|
80
$51.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
33New |
$15.8K - $20.8K
|
33
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Joho Capital LLC
New York, NY |
SELL
|
- |
-41.1K- 93.97% |
$19.7M - $25.9M
|
2.64K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-60.1K- 32.42% |
$28.8M - $37.8M
|
125K
$80.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
11.2KNew |
$5.37M - $7.05M
|
11.2K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-47.2K- 1.52% |
$22.6M - $29.7M
|
3.06M
$1.96B
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-318- 45.04% |
$152K - $200K
|
388
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-500- 33.33% |
$240K - $315K
|
1K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10+ 1.61% |
$4.79K - $6.29K
|
630
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
13.6KNew |
$6.52M - $8.56M
|
13.6K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
6.06KNew |
$2.9M - $3.81M
|
6.06K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
PUT |
61.1KNew |
$29.3M - $38.4M
|
61.1K
$39.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-409K- 93.05% |
$196M - $257M
|
30.6K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
5.71KNew |
$2.74M - $3.59M
|
5.71K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-10K- 40.0% |
$4.79M - $6.29M
|
15K
$9.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
346New |
$166K - $218K
|
346
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
14New |
$6.71K - $8.81K
|
14
$8.96K
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-46K- 61.82% |
$22.1M - $28.9M
|
28.4K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6New |
$2.88K - $3.77K
|
6
$3.84K
|
|