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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.05K+ 5.2% |
$2.9M - $3.81M
|
122K
$92.5M
|
|
Feb 14, 2024
Q4 2023
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
5.71KNew |
$2.74M - $3.59M
|
5.71K
$4.31M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.7KNew |
$2.25M - $2.95M
|
4.7K
$3.55M
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.76K+ 58.36% |
$1.8M - $2.36M
|
10.2K
$7.7M
|
|
Feb 12, 2024
Q4 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3.6KNew |
$1.73M - $2.26M
|
3.6K
$2.72M
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
3.32KNew |
$1.59M - $2.09M
|
3.32K
$2.51M
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
3KNew |
$1.44M - $1.89M
|
3K
$2.27M
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.07KNew |
$991K - $1.3M
|
2.07K
$1.56M
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.83KNew |
$877K - $1.15M
|
1.83K
$1.38M
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.67K+ 46.97% |
$799K - $1.05M
|
5.21K
$3.94M
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.35K+ 221.6% |
$649K - $852K
|
1.97K
$1.48M
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.31KNew |
$629K - $825K
|
1.31K
$990K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.14K+ 93.01% |
$548K - $720K
|
2.37K
$1.79M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.13KNew |
$542K - $712K
|
1.13K
$854K
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.04K+ 6.13% |
$496K - $651K
|
17.9K
$13.5M
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
900New |
$432K - $566K
|
900
$680K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
729New |
$350K - $459K
|
729
$551K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
662+ 3.57% |
$317K - $416K
|
19.2K
$14.5M
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
650+ 1300.0% |
$312K - $409K
|
700
$529K
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
594New |
$285K - $374K
|
594
$449K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
575New |
$276K - $362K
|
575
$434K
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
494New |
$237K - $311K
|
494
$373K
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
436New |
$209K - $274K
|
436
$329K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
423+ 8.97% |
$203K - $266K
|
5.14K
$3.88M
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
396New |
$190K - $249K
|
396
$299K
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
382New |
$183K - $240K
|
382
$289K
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
380New |
$182K - $239K
|
380
$287K
|
|
Feb 12, 2024
Q4 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
378New |
$181K - $238K
|
378
$286K
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
371New |
$178K - $233K
|
371
$280K
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
351New |
$168K - $221K
|
351
$265K
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
346New |
$166K - $218K
|
346
$261K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
340New |
$163K - $214K
|
340
$257K
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
334New |
$160K - $210K
|
334
$252K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
324New |
$155K - $204K
|
324
$245K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
321New |
$154K - $202K
|
321
$242K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
318New |
$152K - $200K
|
318
$240K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
287New |
$138K - $181K
|
287
$217K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
193+ 4.38% |
$92.5K - $121K
|
4.6K
$3.47M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
160New |
$76.7K - $101K
|
160
$121K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
145+ 24.83% |
$69.5K - $91.2K
|
729
$551K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
130New |
$62.3K - $81.8K
|
130
$98.2K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
104+ 90.43% |
$49.9K - $65.4K
|
219
$165K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$38.4K - $50.3K
|
80
$60.4K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
62+ 63.27% |
$29.7K - $39K
|
160
$121K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
56+ 2.35% |
$26.8K - $35.2K
|
2.44K
$1.84M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$25.4K - $33.3K
|
53
$40K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32New |
$15.3K - $20.1K
|
32
$24.2K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
28New |
$13.4K - $17.6K
|
28
$21.2K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$12.9K - $17K
|
27
$20.4K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27New |
$12.9K - $17K
|
27
$20.4K
|