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 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3KNew |
$1.58M - $2.08M
|
3K
$2.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
37New |
$19.4K - $25.7K
|
37
$28.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.53KClosed |
$801K - $1.06M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-68.6KClosed |
$36M - $47.7M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
680+ 33.33% |
$357K - $472K
|
2.72K
$2.08M
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-435Closed |
$229K - $302K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1New |
$525 - $695
|
1
$765
|
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.06KNew |
$554K - $733K
|
1.06K
$807K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$19.4K - $25.7K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Lannebo Fonder Ab
|
SELL
|
- |
-6.5K- 9.77% |
$3.41M - $4.52M
|
60K
$45.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-15Closed |
$7.88K - $10.4K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$525 - $695
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-7Closed |
$3.68K - $4.86K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
1.35KNew |
$709K - $938K
|
1.35K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
500New |
$263K - $347K
|
500
$382K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-122Closed |
$64.1K - $84.7K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Pensionfund Sabic
|
SELL
|
- |
-6.88KClosed |
$3.61M - $4.78M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.5K+ 3.69% |
$738K - $868K
|
42.2K
$32.3M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.41K+ 7.66% |
$694K - $817K
|
19.9K
$15.2M
|
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-645- 47.08% |
$317K - $373K
|
725
$554K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-10.9KClosed |
$5.37M - $6.32M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-54Closed |
$26.5K - $31.2K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-1.22KClosed |
$601K - $707K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Point State Capital LP
New York, NY |
SELL
|
- |
-65.1KClosed |
$32M - $37.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-500Closed |
$246K - $289K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-136Closed |
$66.8K - $78.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
1+ 50.0% |
$491 - $578
|
3
$2.29K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
CALL |
2KNew |
$982K - $1.16M
|
2K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-409Closed |
$201K - $236K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$4.91K - $5.78K
|
10
$7.65K
|
|
|
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
$45.9K
|
|
|
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
$535K
|
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
SELL
|
- |
-25- 1.47% |
$12.3K - $14.4K
|
1.68K
$1.28M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.05KNew |
$2.48M - $2.92M
|
5.05K
$3.86M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
114New |
$56K - $65.9K
|
114
$87.2K
|
|
|
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
$157K
|
|
| Q2 2021 | |||||||
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
700New |
$274K - $344K
|
700
$535K
|
|
|
Aug 18, 2021
Q2 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
770New |
$302K - $378K
|
770
$589K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
9.04KNew |
$3.55M - $4.44M
|
9.04K
$6.91M
|
|
|
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
|
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
$1.95M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-1.27KClosed |
$497K - $624K
|
0
$0
|
|