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 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.68% |
$406 - $460
|
147
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
638+ 50.32% |
$259K - $293K
|
1.91K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.2K+ 79.27% |
$1.3M - $1.47M
|
7.23K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
30KNew |
$12.2M - $13.8M
|
30K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-173K- 86.74% |
$70.2M - $79.5M
|
26.4K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
511New |
$208K - $235K
|
511
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 75.79% |
$4.16M - $4.7M
|
3.27K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
507New |
$206K - $233K
|
507
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Whale Rock Capital Management LLC
Boston, MA |
SELL
|
- |
-292K- 82.16% |
$119M - $134M
|
63.4K
$49.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
78+ 6.19% |
$31.7K - $35.9K
|
1.34K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 82.46% |
$4.73M - $5.36M
|
2.48K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
5.15KNew |
$2.09M - $2.37M
|
5.15K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-454- 14.19% |
$184K - $209K
|
2.75K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.05K+ 179.49% |
$426K - $483K
|
1.64K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-79- 9.51% |
$32.1K - $36.3K
|
752
$587K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
624+ 133.33% |
$253K - $287K
|
1.09K
$853K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
287K+ 57.57% |
$117M - $132M
|
786K
$614M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
28+ 2.0% |
$11.4K - $12.9K
|
1.43K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
439New |
$178K - $202K
|
439
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19New |
$7.72K - $8.73K
|
19
$14.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
446New |
$181K - $205K
|
446
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
46+ 0.64% |
$18.7K - $21.1K
|
7.2K
$5.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-60- 7.41% |
$24.4K - $27.6K
|
750
$586K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.45K- 14.42% |
$590K - $668K
|
8.62K
$6.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-90- 54.55% |
$36.5K - $41.4K
|
75
$58.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.21KNew |
$898K - $1.02M
|
2.21K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$10.2K - $11.5K
|
25
$19.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$4.06K - $4.6K
|
10
$7.81K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.18KNew |
$2.92M - $3.3M
|
7.18K
$5.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
100+ 5.78% |
$40.6K - $46K
|
1.83K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
22+ 15.6% |
$8.93K - $10.1K
|
163
$127K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-205- 97.16% |
$83.2K - $94.2K
|
6
$4.69K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 50.0% |
$40.6K - $46K
|
300
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.02K+ 6.03% |
$818K - $926K
|
35.5K
$27.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
439New |
$178K - $202K
|
439
$343K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
2New |
$812 - $919
|
2
$1.56K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
PUT |
300New |
$122K - $138K
|
300
$234K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.16KNew |
$1.69M - $1.91M
|
4.16K
$3.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-20- 0.19% |
$8.12K - $9.19K
|
10.3K
$8.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-63- 22.83% |
$25.6K - $29K
|
213
$166K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 50.0% |
$406 - $460
|
3
$2.34K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
48+ 6.89% |
$19.5K - $22.1K
|
745
$582K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
3New |
$1.22K - $1.38K
|
3
$2.34K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12+ 2.4% |
$4.87K - $5.52K
|
513
$401K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$406 - $460
|
9
$7.03K
|
|
| Q1 2023 | |||||||
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
656New |
$246K - $297K
|
656
$512K
|
|
|
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
$1.24M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-430- 96.41% |
$162K - $194K
|
16
$12.5K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 128.57% |
$6.76K - $8.14K
|
32
$25K
|
|