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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.16KNew |
$1.69M - $1.91M
|
4.16K
$2.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-20- 0.19% |
$8.12K - $9.19K
|
10.3K
$6.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-63- 22.83% |
$25.6K - $29K
|
213
$125K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 50.0% |
$406 - $460
|
3
$1.76K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
48+ 6.89% |
$19.5K - $22.1K
|
745
$438K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
502New |
$204K - $231K
|
502
$295K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
3New |
$1.22K - $1.38K
|
3
$1.76K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12+ 2.4% |
$4.87K - $5.52K
|
513
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$406 - $460
|
9
$5.29K
|
|
| Q1 2023 | |||||||
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
656New |
$246K - $297K
|
656
$385K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.34KClosed |
$878K - $1.06M
|
0
$0
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
150+ 10.42% |
$56.3K - $67.8K
|
1.59K
$933K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-430- 96.41% |
$162K - $194K
|
16
$9.4K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 128.57% |
$6.76K - $8.14K
|
32
$18.8K
|
|
|
May 15, 2023
Q1 2023
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-41.3K- 41.32% |
$15.5M - $18.7M
|
58.6K
$34.4M
|
|
|
May 15, 2023
Q1 2023
|
Immersion Capital LLP
London, X0 |
SELL
|
- |
-50K- 68.83% |
$18.8M - $22.6M
|
22.6K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.22K- 37.13% |
$458K - $551K
|
2.06K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
30KNew |
$11.3M - $13.6M
|
30K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-3.6KClosed |
$1.35M - $1.63M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
5.66KNew |
$2.13M - $2.56M
|
5.66K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Orchard Capital Managment, LLC
Chicago, IL |
SELL
|
- |
-164- 21.61% |
$61.6K - $74.2K
|
595
$349K
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-40- 0.43% |
$15K - $18.1K
|
9.3K
$5.46M
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-1.31K- 32.28% |
$493K - $593K
|
2.75K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
3.69KNew |
$1.39M - $1.67M
|
3.69K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.19K- 3.66% |
$448K - $540K
|
31.5K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
851+ 163.34% |
$320K - $385K
|
1.37K
$806K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$418K - $503K
|
1.11K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-836- 38.53% |
$314K - $378K
|
1.33K
$784K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
296New |
$111K - $134K
|
296
$174K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
45+ 81.82% |
$16.9K - $20.3K
|
100
$58.7K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
21New |
$7.89K - $9.5K
|
21
$12.3K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.48K- 32.34% |
$556K - $669K
|
3.1K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
497New |
$187K - $225K
|
497
$292K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
338K+ 556.93% |
$127M - $153M
|
398K
$234M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-23- 0.72% |
$8.64K - $10.4K
|
3.18K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-102- 14.15% |
$38.3K - $46.1K
|
619
$364K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.41KNew |
$529K - $637K
|
1.41K
$827K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
10New |
$3.76K - $4.52K
|
10
$5.87K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
121+ 0.39% |
$45.5K - $54.7K
|
30.8K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-2- 0.16% |
$751 - $904
|
1.25K
$734K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
83.4KNew |
$31.3M - $37.7M
|
83.4K
$49M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.48K- 56.38% |
$556K - $670K
|
1.15K
$673K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
77New |
$28.9K - $34.8K
|
77
$45.2K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.59MNew |
$973M - $1.17B
|
2.59M
$1.52B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6+ 4.44% |
$2.25K - $2.71K
|
141
$82.8K
|
|
|
May 05, 2023
Q1 2023
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-5K- 45.45% |
$1.88M - $2.26M
|
6K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-10- 7.69% |
$3.76K - $4.52K
|
120
$70.5K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
530New |
$199K - $240K
|
530
$311K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
105New |
$39.4K - $47.5K
|
105
$61.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$1.13K - $1.36K
|
3
$1.76K
|
|