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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-212- 6.45% |
$128K - $142K
|
3.08K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
22+ 3.23% |
$13.3K - $14.8K
|
703
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
217+ 0.18% |
$131K - $145K
|
121K
$75.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
131+ 6.35% |
$79K - $87.8K
|
2.19K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Lindsell Train LTD
London, X0 |
SELL
|
- |
-21.6K- 2.3% |
$13M - $14.5M
|
916K
$571M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-49- 6.13% |
$29.5K - $32.9K
|
751
$468K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
366+ 32.19% |
$221K - $245K
|
1.5K
$937K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.09KNew |
$1.86M - $2.07M
|
3.09K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.7% |
$9.04K - $10.1K
|
2.12K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
305+ 3.52% |
$184K - $204K
|
8.98K
$5.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30+ 8.8% |
$18.1K - $20.1K
|
371
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
360+ 70.31% |
$217K - $241K
|
872
$544K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-16- 1.2% |
$9.65K - $10.7K
|
1.32K
$822K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
64+ 3.14% |
$38.6K - $42.9K
|
2.1K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-112- 9.11% |
$67.5K - $75.1K
|
1.12K
$697K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
279+ 2.9% |
$168K - $187K
|
9.92K
$6.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26.8K+ 7393.09% |
$16.1M - $17.9M
|
27.1K
$16.9M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
413+ 6.11% |
$249K - $277K
|
7.17K
$4.47M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
117+ 15.5% |
$70.5K - $78.4K
|
872
$544K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-915- 2.96% |
$552K - $613K
|
30K
$18.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 1.6% |
$3.01K - $3.35K
|
318
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
407+ 0.57% |
$245K - $273K
|
71.6K
$44.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
81+ 3.48% |
$48.8K - $54.3K
|
2.41K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
137+ 1.57% |
$82.6K - $91.9K
|
8.84K
$5.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 4.41% |
$17.5K - $19.4K
|
687
$428K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-40- 10.39% |
$24.1K - $26.8K
|
345
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14+ 4.33% |
$8.44K - $9.39K
|
337
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.2% |
$603 - $670
|
506
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-95- 0.86% |
$57.3K - $63.7K
|
10.9K
$6.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-22- 6.34% |
$13.3K - $14.8K
|
325
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.48% |
$1.21K - $1.34K
|
417
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
74+ 6.39% |
$44.6K - $49.6K
|
1.23K
$768K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
301+ 5.05% |
$181K - $202K
|
6.27K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3- 6.0% |
$1.81K - $2.01K
|
47
$29.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
26+ 4.66% |
$15.7K - $17.4K
|
584
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
20+ 0.23% |
$12.1K - $13.4K
|
8.74K
$5.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-33- 1.38% |
$19.9K - $22.1K
|
2.37K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-208- 21.4% |
$125K - $139K
|
764
$477K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$603 - $670
|
1
$624
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.53K- 96.06% |
$925K - $1.03M
|
63
$39.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
920+ 3.8% |
$555K - $617K
|
25.1K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-456- 4.72% |
$275K - $306K
|
9.21K
$5.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
156+ 3.42% |
$94.1K - $105K
|
4.71K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-35- 0.67% |
$21.1K - $23.5K
|
5.23K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
590New |
$356K - $396K
|
590
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 3.27% |
$34.4K - $38.2K
|
1.8K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
141+ 5.17% |
$85K - $94.5K
|
2.87K
$1.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-76- 1.72% |
$45.8K - $51K
|
4.34K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 40.8% |
$809K - $900K
|
4.63K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
391+ 103.71% |
$236K - $262K
|
768
$479K
|