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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-4- 4.26% |
$1.43K - $1.73K
|
90
$57.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-720- 13.64% |
$257K - $311K
|
4.56K
$2.91M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
43New |
$15.3K - $18.6K
|
43
$27.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
29New |
$10.3K - $12.5K
|
29
$18.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
109New |
$38.9K - $47.1K
|
109
$69.6K
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-25- 4.17% |
$8.91K - $10.8K
|
575
$367K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
33+ 5.86% |
$11.8K - $14.3K
|
596
$381K
|
|
| Q3 2022 | |||||||
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 40.0% |
$760 - $978
|
3
$1.92K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.72K- 72.22% |
$1.41M - $1.82M
|
1.43K
$915K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-26.6K- 33.38% |
$10.1M - $13M
|
53.1K
$33.9M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-354- 28.57% |
$134K - $173K
|
885
$565K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
268+ 2.74% |
$102K - $131K
|
10K
$6.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$380 - $489
|
1
$639
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 0.12% |
$380 - $489
|
834
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300+ 42.86% |
$114K - $147K
|
1K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7.26KNew |
$2.76M - $3.55M
|
7.26K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-512- 37.7% |
$194K - $250K
|
846
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
SELL
|
- |
-1.93K- 0.25% |
$731K - $942K
|
758K
$484M
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
5New |
$1.9K - $2.45K
|
5
$3.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10KClosed |
$3.82M - $4.92M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
468+ 4.68% |
$178K - $229K
|
10.5K
$6.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-675K- 28.45% |
$256M - $330M
|
1.7M
$1.08B
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$483K - $622K
|
1.27K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-73- 10.2% |
$27.7K - $35.7K
|
643
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.31K+ 9.43% |
$499K - $643K
|
15.2K
$9.74M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.92K+ 186.38% |
$1.11M - $1.43M
|
4.48K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.89K- 76.25% |
$717K - $924K
|
588
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$22.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$22.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31.4K+ 5.27% |
$11.9M - $15.4M
|
627K
$401M
|
|
|
Nov 14, 2022
Q3 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
13.4KNew |
$5.09M - $6.55M
|
13.4K
$8.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
17.8K+ 5.94% |
$6.76M - $8.71M
|
318K
$203M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.72K- 88.71% |
$1.79M - $2.31M
|
600
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-361- 5.57% |
$137K - $177K
|
6.13K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
17KNew |
$6.46M - $8.32M
|
17K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
75KNew |
$28.5M - $36.7M
|
75K
$47.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
212New |
$80.5K - $104K
|
212
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-575- 1.26% |
$218K - $281K
|
45.2K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-838- 86.93% |
$318K - $410K
|
126
$80.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
600New |
$228K - $294K
|
600
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
135KNew |
$51.2M - $65.9M
|
135K
$86.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-227- 2.63% |
$86.2K - $111K
|
8.42K
$5.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-600- 15.79% |
$228K - $294K
|
3.2K
$2.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-164- 0.59% |
$62.3K - $80.2K
|
27.6K
$17.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
4.63K+ 3.91% |
$1.76M - $2.27M
|
123K
$78.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-716- 54.53% |
$272K - $350K
|
597
$381K
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.27K- 45.2% |
$482K - $621K
|
1.54K
$984K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7+ 0.18% |
$2.66K - $3.42K
|
3.88K
$2.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.84K+ 45.54% |
$698K - $899K
|
5.87K
$3.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
11+ 31.43% |
$4.18K - $5.38K
|
46
$29.4K
|
|