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 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-59Closed |
$29K - $34.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
60New |
$29.5K - $34.7K
|
60
$37.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-6.36KClosed |
$3.12M - $3.67M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-557Closed |
$274K - $322K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-1.34KClosed |
$659K - $776K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-627Closed |
$308K - $362K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-27Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
700New |
$344K - $405K
|
700
$437K
|
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
SELL
|
- |
-25- 1.47% |
$12.3K - $14.4K
|
1.68K
$1.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.05KNew |
$2.48M - $2.92M
|
5.05K
$3.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
114New |
$56K - $65.9K
|
114
$71.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-2.02KClosed |
$992K - $1.17M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-60- 22.64% |
$29.5K - $34.7K
|
205
$128K
|
|
| Q2 2021 | |||||||
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
700New |
$274K - $344K
|
700
$437K
|
|
|
Aug 18, 2021
Q2 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
770New |
$302K - $378K
|
770
$480K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
9.04KNew |
$3.55M - $4.44M
|
9.04K
$5.64M
|
|
|
Aug 16, 2021
Q2 2021
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-2.66KClosed |
$1.04M - $1.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-161Closed |
$63.1K - $79.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55Closed |
$21.6K - $27K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.56KNew |
$1M - $1.26M
|
2.56K
$1.59M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-1.27KClosed |
$497K - $624K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Schf (Gpe), LLC
Wilson, WY |
SELL
|
- |
-139KClosed |
$54.5M - $68.3M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hhr Asset Management, LLC
|
SELL
|
- |
-41.6KClosed |
$16.3M - $20.5M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-70Closed |
$27.4K - $34.4K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-262Closed |
$103K - $129K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-770Closed |
$302K - $378K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1KNew |
$392K - $491K
|
1K
$624K
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-164Closed |
$64.3K - $80.6K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-2.4KClosed |
$941K - $1.18M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.58KNew |
$1.01M - $1.27M
|
2.58K
$1.61M
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-102Closed |
$40K - $50.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Ibex Investors LLC
|
SELL
|
- |
-3.81KClosed |
$1.49M - $1.87M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$2.74K - $3.44K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17New |
$6.66K - $8.35K
|
17
$10.6K
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-53Closed |
$20.8K - $26K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-3KClosed |
$1.18M - $1.47M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 11.25% |
$3.53K - $4.42K
|
89
$55.5K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14Closed |
$5.49K - $6.88K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$9.8K - $12.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-8Closed |
$3.14K - $3.93K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
108KNew |
$42.4M - $53.1M
|
108K
$67.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-197Closed |
$77.2K - $96.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.69KClosed |
$663K - $830K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-72Closed |
$28.2K - $35.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
12New |
$4.7K - $5.9K
|
12
$7.48K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-12Closed |
$4.7K - $5.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-77Closed |
$27.8K - $32.5K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-171Closed |
$61.7K - $72.2K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-77Closed |
$27.8K - $32.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-10Closed |
$3.61K - $4.22K
|
0
$0
|
|