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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.02KClosed |
$2.13M - $3.04M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-496Closed |
$175K - $251K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Applied Research Investments, LLC
|
SELL
|
- |
-172- 10.23% |
$60.8K - $87K
|
1.51K
$967K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-493- 38.4% |
$174K - $249K
|
791
$506K
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-559Closed |
$198K - $283K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-600- 10.4% |
$212K - $303K
|
5.17K
$3.31M
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-100Closed |
$35.3K - $50.6K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
982New |
$347K - $497K
|
982
$629K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
27+ 7.67% |
$9.54K - $13.7K
|
379
$243K
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-15- 2.46% |
$5.3K - $7.58K
|
595
$381K
|
|
Jul 29, 2022
Q2 2022
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
12K+ 38.83% |
$4.24M - $6.07M
|
42.9K
$27.5M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33+ 71.74% |
$11.7K - $16.7K
|
79
$50.6K
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-489Closed |
$173K - $247K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-5Closed |
$1.77K - $2.53K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
56New |
$19.8K - $28.3K
|
56
$35.8K
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
545New |
$193K - $276K
|
545
$349K
|
|
Jul 28, 2022
Q2 2022
|
Gouws Capital LLC
|
SELL
|
- |
-200- 25.0% |
$70.7K - $101K
|
600
$384K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-624Closed |
$220K - $316K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-14- 10.61% |
$4.95K - $7.08K
|
118
$75.5K
|
|
Jul 28, 2022
Q2 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
1.55KNew |
$548K - $784K
|
1.55K
$992K
|
|
Jul 28, 2022
Q2 2022
|
Privium Fund Management B.V.
|
BUY
|
PUT |
80New |
$28.3K - $40.5K
|
80
$51.2K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.66KClosed |
$3.06M - $4.38M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-46Closed |
$16.3K - $23.3K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-579Closed |
$205K - $293K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.4% |
$3.53K - $5.06K
|
2.5K
$1.6M
|
|
Jul 25, 2022
Q2 2022
|
Bornite Capital Management LP
|
BUY
|
- |
30KNew |
$10.6M - $15.2M
|
30K
$19.2M
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
8New |
$2.83K - $4.05K
|
8
$5.12K
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.26KClosed |
$797K - $1.14M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-438Closed |
$155K - $221K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
391+ 10.98% |
$138K - $198K
|
3.95K
$2.53M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-556- 1.96% |
$196K - $281K
|
27.8K
$17.8M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-21Closed |
$7.42K - $10.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.14KClosed |
$404K - $578K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
388+ 47.96% |
$137K - $196K
|
1.2K
$766K
|
|
Jul 21, 2022
Q2 2022
|
Junson Asset Management (Hong Kong) LTD
|
BUY
|
- |
18.7KNew |
$6.61M - $9.46M
|
18.7K
$12M
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$353 - $506
|
1
$640
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
390+ 19.15% |
$138K - $197K
|
2.43K
$1.55M
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-4.24KClosed |
$1.5M - $2.14M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
678New |
$240K - $343K
|
678
$434K
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-6.77KClosed |
$2.39M - $3.42M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-7.77K- 92.82% |
$2.75M - $3.93M
|
601
$385K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10New |
$3.53K - $5.06K
|
10
$6.4K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-122Closed |
$43.1K - $61.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-790Closed |
$279K - $399K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-10.7KClosed |
$3.79M - $5.43M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
567New |
$200K - $287K
|
567
$363K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$2.83K - $4.05K
|
8
$5.12K
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$3.18K - $4.55K
|
9
$5.76K
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-5.65KClosed |
$2M - $2.86M
|
0
$0
|