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 |
---|---|---|---|---|---|---|---|
May 15, 2020
Q1 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-10KClosed |
$1.95M - $3.07M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-1.6K- 25.0% |
$312K - $489K
|
4.8K
$3.67M
|
|
May 15, 2020
Q1 2020
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
- |
-16.7KClosed |
$3.26M - $5.12M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$195 - $306
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-10Closed |
$1.95K - $3.06K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.08KClosed |
$210K - $330K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-13KClosed |
$2.54M - $3.98M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-10KClosed |
$1.95M - $3.06M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Cypress Funds LLC
|
SELL
|
- |
-106KClosed |
$20.6M - $32.4M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1Closed |
$195 - $306
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-15Closed |
$2.92K - $4.58K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-38- 6.26% |
$7.4K - $11.6K
|
569
$435K
|
|
Apr 21, 2020
Q1 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.23KClosed |
$240K - $376K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Virginia National Bank
|
SELL
|
- |
-2.1KClosed |
$409K - $642K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.84KClosed |
$1.53M - $2.4M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-179Closed |
$45.1K - $49K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.18KClosed |
$298K - $324K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
200New |
$50.4K - $54.7K
|
200
$153K
|
|
Jan 31, 2020
Q4 2019
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
900New |
$227K - $246K
|
900
$688K
|
|
Jan 30, 2020
Q4 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6Closed |
$1.51K - $1.64K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-31Closed |
$7.81K - $8.48K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Birch Capital Management, LLC
|
BUY
|
- |
197New |
$49.6K - $53.9K
|
197
$151K
|
|
Jan 24, 2020
Q4 2019
|
Patton Fund Management, Inc.
|
SELL
|
- |
-11.8KClosed |
$2.97M - $3.22M
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
West Oak Capital, LLC
|
SELL
|
- |
-100Closed |
$25.2K - $27.4K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Syquant Capital Sas
|
SELL
|
- |
-21.6KClosed |
$5.44M - $5.91M
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.65KClosed |
$699K - $776K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Private Advisor Group, LLC
|
BUY
|
PUT |
1.44MNew |
$379M - $421M
|
1.44M
$1.1B
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-18Closed |
$4.74K - $5.26K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-11.3KClosed |
$2.96M - $3.29M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-200Closed |
$52.6K - $58.5K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8Closed |
$2.11K - $2.34K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-118Closed |
$31.1K - $34.5K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-514Closed |
$135K - $150K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
36.6KNew |
$8.68M - $9.85M
|
36.6K
$28M
|
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
6.54KNew |
$1.55M - $1.76M
|
6.54K
$5M
|
|
Aug 15, 2019
Q2 2019
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-110Closed |
$26.1K - $29.6K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
SELL
|
- |
-325KClosed |
$77M - $87.5M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
15KNew |
$3.55M - $4.04M
|
15K
$11.5M
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2Closed |
$474 - $538
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-256Closed |
$60.7K - $68.9K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-44Closed |
$10.4K - $11.8K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3Closed |
$711 - $807
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-7.16KClosed |
$1.7M - $1.93M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-15Closed |
$3.55K - $4.04K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Nkcfo LLC
|
SELL
|
- |
-625Closed |
$148K - $168K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-50Closed |
$11.8K - $13.5K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-5Closed |
$1.18K - $1.35K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-125Closed |
$29.6K - $33.6K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-3Closed |
$566 - $784
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
8.8KNew |
$1.66M - $2.3M
|
8.8K
$6.73M
|