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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
594New |
$285K - $374K
|
594
$358K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
575New |
$276K - $362K
|
575
$347K
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
494New |
$237K - $311K
|
494
$298K
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
480New |
$230K - $302K
|
480
$289K
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
436New |
$209K - $274K
|
436
$263K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
423+ 8.97% |
$203K - $266K
|
5.14K
$3.1M
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
396New |
$190K - $249K
|
396
$239K
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
382New |
$183K - $240K
|
382
$230K
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
380New |
$182K - $239K
|
380
$229K
|
|
Feb 12, 2024
Q4 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
378New |
$181K - $238K
|
378
$228K
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
371New |
$178K - $233K
|
371
$224K
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
358New |
$172K - $225K
|
358
$216K
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
351New |
$168K - $221K
|
351
$212K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
347New |
$166K - $218K
|
347
$209K
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
346New |
$166K - $218K
|
346
$209K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
340New |
$163K - $214K
|
340
$205K
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
334New |
$160K - $210K
|
334
$201K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
324New |
$155K - $204K
|
324
$195K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
321New |
$154K - $202K
|
321
$194K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
318New |
$152K - $200K
|
318
$192K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
287New |
$138K - $181K
|
287
$173K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
193+ 4.38% |
$92.5K - $121K
|
4.6K
$2.77M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
160New |
$76.7K - $101K
|
160
$96.5K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
145+ 24.83% |
$69.5K - $91.2K
|
729
$440K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
130New |
$62.3K - $81.8K
|
130
$78.4K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
104+ 90.43% |
$49.9K - $65.4K
|
219
$132K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$38.4K - $50.3K
|
80
$48.2K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
62+ 63.27% |
$29.7K - $39K
|
160
$96.5K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
56+ 2.35% |
$26.8K - $35.2K
|
2.44K
$1.47M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$25.4K - $33.3K
|
53
$32K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32New |
$15.3K - $20.1K
|
32
$19.3K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
28New |
$13.4K - $17.6K
|
28
$16.9K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$12.9K - $17K
|
27
$16.3K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27New |
$12.9K - $17K
|
27
$16.3K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
25New |
$12K - $15.7K
|
25
$15.1K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$12K - $15.7K
|
25
$15.1K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
17New |
$8.15K - $10.7K
|
17
$10.3K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
16+ 1.37% |
$7.67K - $10.1K
|
1.18K
$712K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
14New |
$6.71K - $8.81K
|
14
$8.44K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
14New |
$6.71K - $8.81K
|
14
$8.44K
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
14+ 0.87% |
$6.71K - $8.81K
|
1.63K
$982K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 33.33% |
$6.71K - $8.81K
|
56
$33.8K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13New |
$6.23K - $8.18K
|
13
$7.84K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
11New |
$5.27K - $6.92K
|
11
$6.63K
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.68% |
$5.27K - $6.92K
|
1.63K
$985K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 2.5% |
$4.79K - $6.29K
|
410
$247K
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10+ 1.61% |
$4.79K - $6.29K
|
630
$380K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8New |
$3.84K - $5.03K
|
8
$4.82K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 12.12% |
$3.84K - $5.03K
|
74
$44.6K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.22K
|