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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
96+ 9.93% |
$57.9K - $64.4K
|
1.06K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
11+ 2.28% |
$6.63K - $7.38K
|
493
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-562- 3.06% |
$339K - $377K
|
17.8K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
353+ 58.74% |
$213K - $237K
|
954
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.42K- 53.5% |
$3.27M - $3.63M
|
4.71K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-293- 3.98% |
$177K - $196K
|
7.06K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-167- 19.17% |
$101K - $112K
|
704
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-31.3K- 53.05% |
$18.9M - $21M
|
27.7K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.78K- 4.03% |
$2.88M - $3.21M
|
114K
$72.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6.64KNew |
$4M - $4.45M
|
6.64K
$4.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
636+ 71.54% |
$383K - $426K
|
1.53K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 41.44% |
$45.2K - $50.3K
|
256
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2+ 0.27% |
$1.21K - $1.34K
|
735
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
242+ 3.97% |
$146K - $162K
|
6.33K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35- 1.58% |
$21.1K - $23.5K
|
2.18K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-19.8K- 6.45% |
$12M - $13.3M
|
288K
$184M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
178+ 1.61% |
$107K - $119K
|
11.3K
$7.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-12.2K- 21.68% |
$7.36M - $8.18M
|
44.1K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
442+ 1.26% |
$267K - $296K
|
35.6K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
35+ 0.42% |
$21.1K - $23.5K
|
8.29K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
217+ 12.92% |
$131K - $145K
|
1.9K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.05K+ 21.67% |
$3.05M - $3.39M
|
28.4K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-5- 1.28% |
$3.01K - $3.35K
|
387
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
8.49KNew |
$5.12M - $5.69M
|
8.49K
$5.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
7+ 1.64% |
$4.22K - $4.69K
|
433
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
388+ 1.69% |
$234K - $260K
|
23.4K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 1.32% |
$27.1K - $30.2K
|
3.45K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-59- 8.98% |
$35.6K - $39.6K
|
598
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.25% |
$603 - $670
|
403
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-161- 1.5% |
$97.1K - $108K
|
10.6K
$6.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 1.9% |
$9.65K - $10.7K
|
859
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 0.65% |
$655K - $728K
|
165K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.8K- 7.06% |
$4.1M - $4.56M
|
89.6K
$57.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
84New |
$50.6K - $56.3K
|
84
$53.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-269- 4.77% |
$162K - $180K
|
5.37K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
500New |
$301K - $335K
|
500
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
4.96KNew |
$2.99M - $3.33M
|
4.96K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.53K+ 0.73% |
$1.52M - $1.69M
|
349K
$223M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
72+ 19.57% |
$43.4K - $48.3K
|
440
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.44% |
$603 - $670
|
225
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22K- 1.84% |
$13.3M - $14.8M
|
1.18M
$753M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1KNew |
$603K - $670K
|
1K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9.64KNew |
$5.81M - $6.46M
|
9.64K
$6.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-674- 1.26% |
$406K - $452K
|
52.8K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 33.07% |
$682K - $758K
|
4.55K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-40- 8.49% |
$24.1K - $26.8K
|
431
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39- 1.73% |
$23.5K - $26.1K
|
2.22K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51+ 127.5% |
$30.8K - $34.2K
|
91
$58.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
3+ 0.8% |
$1.81K - $2.01K
|
378
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
599New |
$361K - $402K
|
599
$383K
|