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 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1+ 0.07% |
$602 - $706
|
1.41K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
306+ 2.29% |
$184K - $216K
|
13.7K
$8.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-309- 36.35% |
$186K - $218K
|
541
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
20+ 1.06% |
$12K - $14.1K
|
1.9K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.27K- 66.67% |
$766K - $898K
|
636
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-31- 1.01% |
$18.7K - $21.9K
|
3.05K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-80- 20.78% |
$48.2K - $56.5K
|
305
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-39- 0.9% |
$23.5K - $27.5K
|
4.27K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-4.15K- 20.07% |
$2.5M - $2.93M
|
16.5K
$9.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.25% |
$602 - $706
|
404
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-67- 0.33% |
$40.3K - $47.3K
|
20.5K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18+ 18.0% |
$10.8K - $12.7K
|
118
$69.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18- 3.06% |
$10.8K - $12.7K
|
570
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
111K+ 8.58% |
$67.1M - $78.7M
|
1.41M
$828M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
57.1KNew |
$34.4M - $40.3M
|
57.1K
$33.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-38- 9.18% |
$22.9K - $26.8K
|
376
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-101K- 18.4% |
$60.9M - $71.4M
|
449K
$263M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-60- 3.64% |
$36.1K - $42.4K
|
1.59K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5K- 14.19% |
$3.01M - $3.53M
|
30.2K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-14- 1.24% |
$8.43K - $9.89K
|
1.11K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.62K+ 10.81% |
$976K - $1.14M
|
16.6K
$9.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
90+ 8.93% |
$54.2K - $63.6K
|
1.1K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 44.4% |
$74K - $86.9K
|
154
$90.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.17% |
$1.81K - $2.12K
|
1.79K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.39K- 19.2% |
$839K - $985K
|
5.87K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.32K+ 31.01% |
$1.4M - $1.64M
|
9.82K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-640- 1.22% |
$385K - $452K
|
51.9K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-124- 7.07% |
$74.6K - $87.6K
|
1.63K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
394+ 3.5% |
$237K - $278K
|
11.7K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
847+ 9.09% |
$510K - $598K
|
10.2K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-74- 1.46% |
$44.5K - $52.3K
|
4.98K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180+ 5.61% |
$108K - $127K
|
3.39K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.38K+ 14.9% |
$2.03M - $2.39M
|
26K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-6- 0.33% |
$3.61K - $4.24K
|
1.81K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-901- 31.18% |
$542K - $636K
|
1.99K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.23KNew |
$1.34M - $1.57M
|
2.23K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
363KNew |
$218M - $256M
|
363K
$213M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.49K- 2.25% |
$898K - $1.05M
|
64.9K
$38.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
97+ 23.04% |
$58.4K - $68.5K
|
518
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.69K+ 124.26% |
$1.01M - $1.19M
|
3.04K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
33+ 6.5% |
$19.9K - $23.3K
|
541
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.4K- 7.72% |
$2.05M - $2.4M
|
40.6K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.33KNew |
$1.41M - $1.65M
|
2.33K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-95- 1.65% |
$57.2K - $67.1K
|
5.68K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
59+ 1.79% |
$35.5K - $41.7K
|
3.36K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-8- 3.01% |
$4.82K - $5.65K
|
258
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Lts One Management LP
|
BUY
|
- |
3K+ 10.53% |
$1.81M - $2.12M
|
31.5K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 2.91% |
$6.02K - $7.06K
|
354
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
406New |
$244K - $287K
|
406
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.09K+ 1.28% |
$656K - $769K
|
86.1K
$50.6M
|