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 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.14% |
$448 - $554
|
712
$546K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1New |
$448 - $554
|
1
$767
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
19New |
$8.52K - $10.5K
|
19
$14.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$89.6K - $111K
|
200
$153K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
397New |
$178K - $220K
|
397
$304K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.07K- 14.51% |
$481K - $594K
|
6.32K
$4.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
157New |
$70.4K - $86.9K
|
157
$120K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-425- 2.57% |
$190K - $235K
|
16.1K
$12.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.15K+ 7.32% |
$517K - $638K
|
16.9K
$13M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3- 0.67% |
$1.34K - $1.66K
|
446
$342K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-176- 1.94% |
$78.9K - $97.4K
|
8.9K
$6.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
14+ 2.87% |
$6.27K - $7.75K
|
501
$384K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
85New |
$38.1K - $47.1K
|
85
$65.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.79K - $2.21K
|
4
$3.07K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-120- 8.19% |
$53.8K - $66.4K
|
1.35K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $554
|
1.11K
$853K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
20+ 50.0% |
$8.96K - $11.1K
|
60
$46K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1- 3.03% |
$448 - $554
|
32
$24.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-250- 8.11% |
$112K - $138K
|
2.83K
$2.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5+ 125.0% |
$2.24K - $2.77K
|
9
$6.9K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$631K - $779K
|
1.41K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
401New |
$180K - $222K
|
401
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-26.8K- 25.38% |
$12M - $14.8M
|
78.8K
$60.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.63KNew |
$2.52M - $3.11M
|
5.63K
$4.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$2.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-26- 6.1% |
$11.7K - $14.4K
|
400
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
180New |
$80.7K - $99.6K
|
180
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
9New |
$4.03K - $4.98K
|
9
$6.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$448 - $554
|
1
$767
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.63K- 42.52% |
$2.69M - $3.05M
|
8.96K
$6.87M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$5.28K - $5.98K
|
13
$9.97K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-50- 33.33% |
$20.3K - $23K
|
100
$76.7K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-677- 53.27% |
$275K - $311K
|
594
$455K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-6- 1.08% |
$2.44K - $2.76K
|
547
$419K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
266New |
$108K - $122K
|
266
$204K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15- 13.27% |
$6.09K - $6.89K
|
98
$75.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
416New |
$169K - $191K
|
416
$319K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
32.5KNew |
$13.2M - $15M
|
32.5K
$24.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.31K+ 185.99% |
$938K - $1.06M
|
3.55K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
79KNew |
$32.1M - $36.3M
|
79K
$60.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
9New |
$3.65K - $4.14K
|
9
$6.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
786New |
$319K - $361K
|
786
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
3.18K+ 23.7% |
$1.29M - $1.46M
|
16.6K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
256New |
$104K - $118K
|
256
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
705New |
$286K - $324K
|
705
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-318- 32.45% |
$129K - $146K
|
662
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.68% |
$406 - $460
|
147
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
638+ 50.32% |
$259K - $293K
|
1.91K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.2K+ 79.27% |
$1.3M - $1.47M
|
7.23K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
30KNew |
$12.2M - $13.8M
|
30K
$23M
|
|