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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-125Closed |
$22.8K - $28.9K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-1.19KClosed |
$217K - $275K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-146Closed |
$26.7K - $33.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.81K+ 22.05% |
$569K - $641K
|
15.5K
$9.51M
|
|
|
Jan 29, 2020
Q3 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
CALL |
-100- 50.0% |
$20.3K - $22.8K
|
100
$61.2K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
30.1KNew |
$6.1M - $6.86M
|
30.1K
$18.4M
|
|
|
Nov 14, 2018
Q3 2018
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-78Closed |
$15.8K - $17.8K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-5.45KClosed |
$1.1M - $1.24M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-39Closed |
$7.9K - $8.9K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.4KClosed |
$486K - $548K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
CALL |
900New |
$182K - $205K
|
900
$551K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-14Closed |
$2.35K - $2.99K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7Closed |
$1.17K - $1.49K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-2.92KClosed |
$490K - $624K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-31Closed |
$5.2K - $6.62K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Wolverine Asset Management LLC
|
SELL
|
- |
-132Closed |
$20.2K - $23.6K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-100- 3.45% |
$15.3K - $17.9K
|
2.8K
$1.71M
|
|
|
May 15, 2018
Q1 2018
|
Old Mission Capital LLC
|
SELL
|
- |
-4.33KClosed |
$661K - $773K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
61New |
$9.32K - $10.9K
|
61
$37.3K
|
|
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.74KClosed |
$266K - $311K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
First Business Financial Services, Inc.
|
SELL
|
- |
-4.96KClosed |
$758K - $886K
|
0
$0
|
|
|
Apr 24, 2018
Q1 2018
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.06KClosed |
$314K - $367K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-157Closed |
$24K - $28K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-50.2KClosed |
$7.12M - $8.09M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-12.2KClosed |
$1.73M - $1.96M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Focused Wealth Management, Inc
|
SELL
|
- |
-600Closed |
$85K - $96.7K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-42.3KClosed |
$6M - $6.82M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-390Closed |
$55.3K - $62.8K
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-238Closed |
$33.7K - $38.3K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Parametrica Management LTD
|
SELL
|
- |
-2.11KClosed |
$299K - $340K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-466KClosed |
$66.1M - $75.2M
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.6KClosed |
$227K - $258K
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-15.7KClosed |
$2.22M - $2.53M
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-575Closed |
$81.5K - $92.6K
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
BUY
|
CALL |
400New |
$56.7K - $64.5K
|
400
$245K
|
|
| Q3 2017 | |||||||
|
Oct 18, 2017
Q3 2017
|
Private Capital Advisors, Inc.
|
BUY
|
- |
6.15KNew |
$825K - $900K
|
6.15K
$3.76M
|
|
|
Oct 17, 2017
Q3 2017
|
Cohen Klingenstein LLC
|
BUY
|
- |
20.6KNew |
$2.76M - $3.01M
|
20.6K
$12.6M
|
|
| Q2 2017 | |||||||
|
Oct 02, 2017
Q2 2017
|
Glynn Capital Management LLC
|
BUY
|
- |
5KNew |
N/A
|
5K
$3.06M
|
|
|
Aug 14, 2017
Q2 2017
|
Credit Agricole S A
|
BUY
|
CALL |
0New |
N/A
|
0
$0
|
|
| Q4 2015 | |||||||
|
Oct 18, 2018
Q4 2015
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
2New |
N/A
|
2
$1.22K
|
|
| Q2 2015 | |||||||
|
Apr 29, 2019
Q2 2015
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
3K+ 33.04% |
N/A
|
12.1K
$7.39M
|
|
| Q3 2014 | |||||||
|
Dec 19, 2019
Q3 2014
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-690Closed |
N/A
|
0
$0
|
|
| Q2 2014 | |||||||
|
Nov 16, 2018
Q2 2014
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|