Latest Institutional Transactions on Intuit Inc (INTU)

INTU Quotes by TradingView

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
Apr 14, 2021 Q1 2021
Polianta LTD

SELL
 -
-3.4K
Closed
$1.23M - $1.44M
0 $0
Apr 14, 2021 Q1 2021
Charles Schwab Trust CO

SELL
 -
-543
Closed
$196K - $229K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-54
Closed
$17K - $20.6K
0 $0
Mar 02, 2021 Q4 2020
Rbf Capital, LLC

San Francisco, CA
BUY
 -
1K
New
$315K - $381K
1K $765K
Feb 16, 2021 Q4 2020
Ionic Capital Management LLC

New York, NY
SELL
 PUT
-42.6K
Closed
$13.4M - $16.2M
0 $0
Feb 16, 2021 Q4 2020
East Coast Asset Management, Llc.

Essex, MA
BUY
 -
600
New
$189K - $229K
600 $459K
Feb 16, 2021 Q4 2020
Marathon Trading Investment Management LLC

Radnor, PA
SELL
 -
-1.5K
Closed
$472K - $572K
0 $0
Feb 16, 2021 Q4 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
4
New
$1.26K - $1.52K
4 $3.06K
Feb 16, 2021 Q4 2020
Clough Capital Partners L P

Boston, MA
SELL
 -
-27K
Closed
$8.49M - $10.3M
0 $0
Feb 12, 2021 Q4 2020
Goelzer Investment Management, Inc.

SELL
 -
-1.7K
Closed
$536K - $649K
0 $0
Feb 12, 2021 Q4 2020
Mirova

Paris, I0
SELL
 -
-156
Closed
$49.1K - $59.5K
0 $0
Feb 12, 2021 Q4 2020
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
600
New
$189K - $229K
600 $459K
Feb 12, 2021 Q4 2020
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
20K
New
$6.29M - $7.62M
20K $15.3M
Feb 12, 2021 Q4 2020
Stevard, LLC

Chicago, IL
SELL
 -
-2.09K
Closed
$656K - $795K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-100
Closed
$31.5K - $38.1K
0 $0
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-3.32K
Closed
$1.05M - $1.27M
0 $0
Feb 10, 2021 Q4 2020
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-200
Closed
$62.9K - $76.2K
0 $0
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
-99
Closed
$31.2K - $37.7K
0 $0
Jan 26, 2021 Q4 2020
Westwood Management Corp

BUY
 -
600
New
$189K - $229K
600 $459K
Jan 13, 2021 Q4 2020
Norway Savings Bank

BUY
 -
16
+ 16.0%
$5.03K - $6.1K
116 $88.7K
Jan 11, 2021 Q4 2020
Everence Capital Management Inc

BUY
 PUT
790
+ 12.34%
$249K - $301K
7.19K $5.5M
Q3 2020
Nov 12, 2020 Q3 2020
Beacon Harbor Wealth Advisors, Inc.

SELL
 -
-10.7K
Closed
$3.04M - $3.77M
0 $0
Nov 10, 2020 Q3 2020
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-221
Closed
$63.1K - $78.3K
0 $0
Nov 06, 2020 Q3 2020
John G Ullman & Associates Inc

BUY
 -
675
New
$193K - $239K
675 $516K
Nov 05, 2020 Q3 2020
Perella Weinberg Partners Capital Management LP

SELL
 -
-4.35K
- 22.6%
$1.24M - $1.54M
14.9K $11.4M
Oct 29, 2020 Q3 2020
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-17
Closed
$4.85K - $6.02K
0 $0
Oct 28, 2020 Q3 2020
Stone Ridge Asset Management LLC

SELL
 -
-50.6K
Closed
$14.4M - $17.9M
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-44
Closed
$12.6K - $15.6K
0 $0
Oct 08, 2020 Q3 2020
Engrave Wealth Partners LLC

SELL
 -
-19
Closed
$5.42K - $6.73K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-131
- 12.84%
$28.6K - $38.8K
889 $680K
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-400
Closed
$87.2K - $118K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-346
Closed
$75.5K - $102K
0 $0
Aug 14, 2020 Q2 2020
Miura Global Management, LLC

New York, NY
SELL
 -
-8K
Closed
$1.74M - $2.37M
0 $0
Aug 14, 2020 Q2 2020
Shanda Asset Management Holdings LTD

Singapore, U0
SELL
 -
-20K
Closed
$4.36M - $5.92M
0 $0
Aug 14, 2020 Q2 2020
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-1.01K
Closed
$219K - $298K
0 $0
Aug 14, 2020 Q2 2020
Castleark Management LLC

Chicago, IL
SELL
 -
-86.4K
Closed
$18.8M - $25.6M
0 $0
Aug 13, 2020 Q2 2020
Weiss Asset Management LP

Boston, MA
SELL
 -
-3.63K
Closed
$792K - $1.08M
0 $0
Aug 13, 2020 Q2 2020
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
100
+ 33.33%
$21.8K - $29.6K
400 $306K
Aug 12, 2020 Q2 2020
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
SELL
 -
-33
Closed
$7.2K - $9.77K
0 $0
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-32
Closed
$6.98K - $9.48K
0 $0
Aug 05, 2020 Q2 2020
Lsv Asset Management

Chicago, IL
SELL
 -
-7.37K
Closed
$1.61M - $2.18M
0 $0
Jul 29, 2020 Q2 2020
Triton Wealth Management, Pllc

SELL
 -
-1.07K
Closed
$234K - $318K
0 $0
Jul 28, 2020 Q2 2020
Ardevora Asset Management LLP

SELL
 -
-400
Closed
$87.2K - $118K
0 $0
Jul 20, 2020 Q2 2020
Lion Street Advisors, LLC

SELL
 -
-45
Closed
$9.82K - $13.3K
0 $0
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-50
Closed
$10.9K - $14.8K
0 $0
Jul 09, 2020 Q2 2020
Century Link Investment Management CO

SELL
 -
-5.34K
Closed
$1.16M - $1.58M
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-3.73K
Closed
$814K - $1.1M
0 $0
Q1 2020
Sep 21, 2023 Q1 2020
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-20
Closed
$3.89K - $6.11K
0 $0
May 15, 2020 Q1 2020
Js Capital Management LLC

New York, NY
SELL
 -
-2.7K
Closed
$526K - $825K
0 $0

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