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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
114New |
$51.1K - $63.1K
|
114
$72.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
110KNew |
$49.1M - $60.7M
|
110K
$70M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 10.53% |
$896 - $1.11K
|
17
$10.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
534New |
$239K - $296K
|
534
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.14% |
$448 - $554
|
712
$455K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1New |
$448 - $554
|
1
$639
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
925New |
$415K - $512K
|
925
$591K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-22- 0.68% |
$9.86K - $12.2K
|
3.19K
$2.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
19New |
$8.52K - $10.5K
|
19
$12.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$89.6K - $111K
|
200
$128K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
397New |
$178K - $220K
|
397
$254K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.07K- 14.51% |
$481K - $594K
|
6.32K
$4.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
157New |
$70.4K - $86.9K
|
157
$100K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-425- 2.57% |
$190K - $235K
|
16.1K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.15K+ 7.32% |
$517K - $638K
|
16.9K
$10.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3- 0.67% |
$1.34K - $1.66K
|
446
$285K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-176- 1.94% |
$78.9K - $97.4K
|
8.9K
$5.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
14+ 2.87% |
$6.27K - $7.75K
|
501
$320K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
85New |
$38.1K - $47.1K
|
85
$54.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.79K - $2.21K
|
4
$2.56K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-120- 8.19% |
$53.8K - $66.4K
|
1.35K
$859K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $554
|
1.11K
$710K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
21New |
$9.41K - $11.6K
|
21
$13.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
20+ 50.0% |
$8.96K - $11.1K
|
60
$38.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1- 3.03% |
$448 - $554
|
32
$20.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-250- 8.11% |
$112K - $138K
|
2.83K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5+ 125.0% |
$2.24K - $2.77K
|
9
$5.75K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$631K - $779K
|
1.41K
$899K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
401New |
$180K - $222K
|
401
$256K
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-26.8K- 25.38% |
$12M - $14.8M
|
78.8K
$50.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.63KNew |
$2.52M - $3.11M
|
5.63K
$3.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-24- 3.04% |
$10.8K - $13.3K
|
766
$489K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$1.92K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8New |
$3.59K - $4.43K
|
8
$5.11K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
14+ 0.48% |
$6.27K - $7.75K
|
2.93K
$1.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-26- 6.1% |
$11.7K - $14.4K
|
400
$256K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.97KNew |
$1.78M - $2.2M
|
3.97K
$2.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
180New |
$80.7K - $99.6K
|
180
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$448 - $554
|
1
$639
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
9New |
$4.03K - $4.98K
|
9
$5.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 18.75% |
$6.72K - $8.3K
|
65
$41.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$448 - $554
|
1
$639
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-71.1K- 48.99% |
$28.9M - $32.7M
|
74K
$47.3M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 4.14% |
$2.44K - $2.76K
|
139
$88.8K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.43KClosed |
$3.02M - $3.41M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.63K- 42.52% |
$2.69M - $3.05M
|
8.96K
$5.72M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$5.28K - $5.98K
|
13
$8.3K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-50- 33.33% |
$20.3K - $23K
|
100
$63.9K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-677- 53.27% |
$275K - $311K
|
594
$379K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-8.67K- 82.54% |
$3.52M - $3.98M
|
1.83K
$1.17M
|
|