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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
27+ 7.67% |
$16.3K - $18.1K
|
379
$228K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 7.24% |
$15.7K - $17.4K
|
385
$232K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
26+ 0.97% |
$15.7K - $17.4K
|
2.69K
$1.62M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.76% |
$15.1K - $16.8K
|
550
$331K
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24New |
$14.5K - $16.1K
|
24
$14.4K
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
23+ 1.67% |
$13.9K - $15.4K
|
1.4K
$841K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
23+ 0.75% |
$13.9K - $15.4K
|
3.08K
$1.85M
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
23+ 6.8% |
$13.9K - $15.4K
|
361
$217K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 6.51% |
$13.3K - $14.8K
|
360
$217K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 1.68% |
$13.3K - $14.8K
|
1.33K
$799K
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.19% |
$12.7K - $14.1K
|
1.78K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
21+ 1.43% |
$12.7K - $14.1K
|
1.49K
$896K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 1.16% |
$11.5K - $12.7K
|
1.66K
$1M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
19+ 2.31% |
$11.5K - $12.7K
|
842
$506K
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
18+ 0.57% |
$10.9K - $12.1K
|
3.17K
$1.91M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18+ 1.82% |
$10.9K - $12.1K
|
1.01K
$606K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
18+ 4.8% |
$10.9K - $12.1K
|
393
$236K
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 3.56% |
$10.9K - $12.1K
|
523
$315K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$10.9K - $12.1K
|
18
$10.8K
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
17+ 3.37% |
$10.3K - $11.4K
|
521
$313K
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
17+ 0.41% |
$10.3K - $11.4K
|
4.19K
$2.52M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
17+ 1.13% |
$10.3K - $11.4K
|
1.52K
$914K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 1.51% |
$9.65K - $10.7K
|
1.08K
$648K
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16+ 114.29% |
$9.65K - $10.7K
|
30
$18K
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
15+ 0.92% |
$9.04K - $10.1K
|
1.64K
$986K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 2.68% |
$9.04K - $10.1K
|
574
$345K
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
15+ 0.98% |
$9.04K - $10.1K
|
1.55K
$932K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 4.15% |
$8.44K - $9.39K
|
351
$211K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 1.4% |
$8.44K - $9.39K
|
1.01K
$609K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14+ 4.33% |
$8.44K - $9.39K
|
337
$203K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 2.37% |
$7.84K - $8.72K
|
561
$337K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 3.76% |
$7.24K - $8.05K
|
331
$199K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 31.58% |
$7.24K - $8.05K
|
50
$30.1K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
11+ 2.28% |
$6.63K - $7.38K
|
493
$297K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11+ 1.54% |
$6.63K - $7.38K
|
727
$437K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 21.57% |
$6.63K - $7.38K
|
62
$37.3K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 32.26% |
$6.03K - $6.7K
|
41
$24.7K
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.59% |
$5.43K - $6.03K
|
1.53K
$920K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 1.17% |
$5.43K - $6.03K
|
778
$468K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9+ 0.61% |
$5.43K - $6.03K
|
1.48K
$893K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$5.43K - $6.03K
|
9
$5.41K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9+ 1.78% |
$5.43K - $6.03K
|
515
$310K
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 1.57% |
$5.43K - $6.03K
|
584
$351K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 266.67% |
$4.82K - $5.36K
|
11
$6.62K
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
8+ 2.51% |
$4.82K - $5.36K
|
327
$197K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.72% |
$4.82K - $5.36K
|
1.12K
$673K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 12.5% |
$4.82K - $5.36K
|
72
$43.3K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8+ 0.49% |
$4.82K - $5.36K
|
1.64K
$985K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 1.07% |
$4.22K - $4.69K
|
664
$399K
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
7+ 1.64% |
$4.22K - $4.69K
|
433
$260K
|