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 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
65+ 18.01% |
$39.2K - $43.6K
|
426
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
65+ 2.31% |
$39.2K - $43.6K
|
2.88K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
63+ 1.43% |
$38K - $42.2K
|
4.48K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
63+ 7.31% |
$38K - $42.2K
|
925
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
62+ 7.88% |
$37.4K - $41.6K
|
849
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 17.46% |
$37.4K - $41.6K
|
417
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60+ 4.12% |
$36.2K - $40.2K
|
1.52K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59+ 64.13% |
$35.6K - $39.6K
|
151
$90.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
58+ 3.1% |
$35K - $38.9K
|
1.93K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
56+ 13.02% |
$33.8K - $37.5K
|
486
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 0.65% |
$32K - $35.5K
|
8.17K
$4.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
53+ 4.22% |
$32K - $35.5K
|
1.31K
$788K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
51New |
$30.8K - $34.2K
|
51
$30.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51+ 127.5% |
$30.8K - $34.2K
|
91
$54.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
50+ 4.14% |
$30.1K - $33.5K
|
1.26K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 5.43% |
$30.1K - $33.5K
|
971
$584K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
50+ 4.32% |
$30.1K - $33.5K
|
1.21K
$726K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
48+ 0.16% |
$28.9K - $32.2K
|
30.7K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
46+ 8.06% |
$27.7K - $30.8K
|
617
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
46+ 14.51% |
$27.7K - $30.8K
|
363
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
46+ 14.42% |
$27.7K - $30.8K
|
365
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 1.32% |
$27.1K - $30.2K
|
3.45K
$2.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
44New |
$26.5K - $29.5K
|
44
$26.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
43+ 12.61% |
$25.9K - $28.8K
|
384
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
42+ 5.97% |
$25.3K - $28.2K
|
745
$448K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 42.0% |
$25.3K - $28.2K
|
142
$85.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 2.96% |
$24.1K - $26.8K
|
1.39K
$837K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
40+ 1.24% |
$24.1K - $26.8K
|
3.26K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
39+ 3.79% |
$23.5K - $26.1K
|
1.07K
$642K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 28.57% |
$22.9K - $25.5K
|
171
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
38+ 6.14% |
$22.9K - $25.5K
|
657
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
37+ 3.0% |
$22.3K - $24.8K
|
1.27K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
36+ 3.44% |
$21.7K - $24.1K
|
1.08K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
35+ 9.36% |
$21.1K - $23.5K
|
409
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35+ 2.65% |
$21.1K - $23.5K
|
1.36K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
35+ 0.42% |
$21.1K - $23.5K
|
8.29K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 1.01% |
$20.5K - $22.8K
|
3.41K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
34+ 1.04% |
$20.5K - $22.8K
|
3.31K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34+ 1.19% |
$20.5K - $22.8K
|
2.89K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
34+ 9.24% |
$20.5K - $22.8K
|
402
$242K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$20.5K - $22.8K
|
11.4K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
33New |
$19.9K - $22.1K
|
33
$19.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 110.34% |
$19.3K - $21.5K
|
61
$36.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
32+ 0.7% |
$19.3K - $21.5K
|
4.61K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
32+ 7.14% |
$19.3K - $21.5K
|
480
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29+ 8.79% |
$17.5K - $19.4K
|
359
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 8.15% |
$17.5K - $19.4K
|
385
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$17.5K - $19.4K
|
29
$17.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 24.78% |
$16.9K - $18.8K
|
141
$84.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
28+ 2.06% |
$16.9K - $18.8K
|
1.39K
$836K
|