Latest Institutional Purchases of Intuit Inc (INTU)
This list provides information on the latest institutional transactions involving Intuit Inc (INTU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
93+ 7.59% |
$56.1K - $62.4K
|
1.32K
$797K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
90+ 20.0% |
$54.3K - $60.3K
|
540
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
90+ 5.72% |
$54.3K - $60.3K
|
1.66K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
84New |
$50.6K - $56.3K
|
84
$50.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 6.06% |
$50.6K - $56.3K
|
1.47K
$887K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
84+ 7.39% |
$50.6K - $56.3K
|
1.22K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
83+ 38.25% |
$50K - $55.7K
|
300
$181K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
82+ 4.54% |
$49.4K - $55K
|
1.89K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
82+ 2.93% |
$49.4K - $55K
|
2.88K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
81+ 4.76% |
$48.8K - $54.3K
|
1.78K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
80+ 14.31% |
$48.2K - $53.6K
|
639
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80+ 5.27% |
$48.2K - $53.6K
|
1.6K
$966K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
79+ 0.32% |
$47.6K - $53K
|
24.7K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
78+ 10.99% |
$47K - $52.3K
|
788
$476K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 0.43% |
$47K - $52.3K
|
18.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
77+ 4.71% |
$46.4K - $51.6K
|
1.71K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
77+ 0.72% |
$46.4K - $51.6K
|
10.7K
$6.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
76+ 20.77% |
$45.8K - $51K
|
442
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 41.44% |
$45.2K - $50.3K
|
256
$155K
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
75+ 1.26% |
$45.2K - $50.3K
|
6.05K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
75+ 6.24% |
$45.2K - $50.3K
|
1.28K
$771K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
75+ 8.78% |
$45.2K - $50.3K
|
929
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
74New |
$44.6K - $49.6K
|
74
$44.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
74+ 2.97% |
$44.6K - $49.6K
|
2.57K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
73+ 16.33% |
$44K - $48.9K
|
520
$314K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
73+ 5.98% |
$44K - $48.9K
|
1.29K
$782K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
72+ 19.57% |
$43.4K - $48.3K
|
440
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
72+ 2.86% |
$43.4K - $48.3K
|
2.59K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
71+ 1.24% |
$42.8K - $47.6K
|
5.79K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
70+ 0.14% |
$42.2K - $46.9K
|
50K
$30.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
70+ 21.41% |
$42.2K - $46.9K
|
397
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
68+ 6.81% |
$41K - $45.6K
|
1.07K
$645K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
68+ 4.19% |
$41K - $45.6K
|
1.69K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
67+ 81.71% |
$40.4K - $44.9K
|
149
$90K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
65+ 18.01% |
$39.2K - $43.6K
|
426
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
65+ 2.31% |
$39.2K - $43.6K
|
2.88K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 6.75% |
$38.6K - $42.9K
|
1.01K
$611K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
64+ 3.14% |
$38.6K - $42.9K
|
2.1K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
63+ 1.43% |
$38K - $42.2K
|
4.48K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
63+ 7.31% |
$38K - $42.2K
|
925
$559K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
63+ 12.45% |
$38K - $42.2K
|
569
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
62+ 7.88% |
$37.4K - $41.6K
|
849
$513K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 17.46% |
$37.4K - $41.6K
|
417
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
61+ 1.18% |
$36.8K - $40.9K
|
5.24K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60+ 4.12% |
$36.2K - $40.2K
|
1.52K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59+ 64.13% |
$35.6K - $39.6K
|
151
$91.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
58+ 3.1% |
$35K - $38.9K
|
1.93K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 3.27% |
$34.4K - $38.2K
|
1.8K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
56+ 13.02% |
$33.8K - $37.5K
|
486
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 0.65% |
$32K - $35.5K
|
8.17K
$4.94M
|