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 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
121+ 0.39% |
$45.5K - $54.7K
|
30.8K
$19.7M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-2- 0.16% |
$751 - $904
|
1.25K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
157New |
$59K - $71K
|
157
$100K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
83.4KNew |
$31.3M - $37.7M
|
83.4K
$53.3M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
370+ 69.16% |
$139K - $167K
|
905
$578K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.48K- 56.38% |
$556K - $670K
|
1.15K
$732K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-120- 36.92% |
$45.1K - $54.3K
|
205
$131K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
77New |
$28.9K - $34.8K
|
77
$49.2K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.59MNew |
$973M - $1.17B
|
2.59M
$1.65B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6+ 4.44% |
$2.25K - $2.71K
|
141
$90.1K
|
|
|
May 05, 2023
Q1 2023
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-5K- 45.45% |
$1.88M - $2.26M
|
6K
$3.83M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-10- 7.69% |
$3.76K - $4.52K
|
120
$76.7K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
530New |
$199K - $240K
|
530
$339K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
105New |
$39.4K - $47.5K
|
105
$67.1K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$1.13K - $1.36K
|
3
$1.92K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$9.39K - $11.3K
|
25
$16K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
883+ 39.14% |
$332K - $399K
|
3.14K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.46KNew |
$1.68M - $2.02M
|
4.46K
$2.85M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15New |
$5.63K - $6.78K
|
15
$9.58K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-251- 24.23% |
$94.3K - $113K
|
785
$501K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 10.0% |
$376 - $452
|
9
$5.75K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
83+ 10.38% |
$31.2K - $37.5K
|
883
$564K
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
1K+ 71.43% |
$376K - $452K
|
2.4K
$1.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
500New |
$188K - $226K
|
500
$319K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
95New |
$35.7K - $43K
|
95
$60.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 1.85% |
$5.26K - $6.33K
|
770
$492K
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
82+ 14.39% |
$30.8K - $37.1K
|
652
$417K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
500New |
$188K - $226K
|
500
$319K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
16+ 94.12% |
$6.01K - $7.23K
|
33
$21.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5New |
$1.88K - $2.26K
|
5
$3.19K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.53K- 27.0% |
$1.33M - $1.6M
|
9.54K
$6.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
905New |
$340K - $409K
|
905
$578K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$4.51K - $5.43K
|
12
$7.67K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
22+ 1.48% |
$8.26K - $9.95K
|
1.5K
$961K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
450New |
$169K - $203K
|
450
$287K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
454New |
$171K - $205K
|
454
$290K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-25- 2.18% |
$9.39K - $11.3K
|
1.12K
$717K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300New |
$107K - $130K
|
300
$192K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-338- 16.05% |
$120K - $146K
|
1.77K
$1.13M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
20New |
$7.13K - $8.64K
|
20
$12.8K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
479New |
$171K - $207K
|
479
$306K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
932New |
$332K - $403K
|
932
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
41.3KNew |
$14.7M - $17.8M
|
41.3K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.99K+ 129.93% |
$709K - $859K
|
3.52K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 11.11% |
$2.14K - $2.59K
|
60
$38.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-7.43K- 80.34% |
$2.65M - $3.21M
|
1.82K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-175- 15.6% |
$62.4K - $75.6K
|
947
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
2.65KNew |
$944K - $1.14M
|
2.65K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
250+ 18.52% |
$89.1K - $108K
|
1.6K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Atreides Management, LP
Boston, MA |
BUY
|
- |
124KNew |
$44.1M - $53.5M
|
124K
$79.1M
|
|