Latest Institutional Transactions on Intuit Inc (INTU)
This table provides information on the latest institutional transactions involving Intuit Inc (INTU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
761New |
$447K - $509K
|
761
$492K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
322New |
$189K - $216K
|
322
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
310New |
$182K - $208K
|
310
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1- 0.25% |
$587 - $669
|
400
$258K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.12% |
$1.17K - $1.34K
|
1.67K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 66.67% |
$7.04K - $8.03K
|
6
$3.88K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-42- 36.84% |
$24.6K - $28.1K
|
72
$46.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.94K- 4.14% |
$1.14M - $1.3M
|
45K
$29.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-228- 1.98% |
$134K - $153K
|
11.3K
$7.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.34KNew |
$785K - $895K
|
1.34K
$864K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
45.4KNew |
$26.7M - $30.4M
|
45.4K
$29.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2- 0.6% |
$1.17K - $1.34K
|
332
$214K
|
|
|
Apr 10, 2024
Q1 2024
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-11.6K- 43.54% |
$6.81M - $7.77M
|
15.1K
$9.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-50- 3.8% |
$29.3K - $33.5K
|
1.27K
$817K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$587 - $669
|
351
$227K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
187New |
$110K - $125K
|
187
$121K
|
|
| Q4 2023 | |||||||
|
Oct 27, 2025
Q4 2023
|
Munro Partners
Melbourne, C3 |
BUY
|
- |
3.52K+ 3.34% |
$1.69M - $2.21M
|
109K
$70.4M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-844Closed |
$405K - $531K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-5.61KClosed |
$2.69M - $3.53M
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
3.32KNew |
$1.59M - $2.09M
|
3.32K
$2.14M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
160New |
$76.7K - $101K
|
160
$103K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
575New |
$276K - $362K
|
575
$371K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
130New |
$62.3K - $81.8K
|
130
$84K
|
|
|
Feb 23, 2024
Q4 2023
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$4.79M - $6.29M
|
10K
$6.46M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$12.9K - $17K
|
27
$17.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-60.6K- 34.09% |
$29.1M - $38.1M
|
117K
$75.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$25.4K - $33.3K
|
53
$34.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
7.38KNew |
$3.54M - $4.64M
|
7.38K
$4.77M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$38.4K - $50.3K
|
80
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Joho Capital LLC
New York, NY |
SELL
|
- |
-41.1K- 93.97% |
$19.7M - $25.9M
|
2.64K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-60.1K- 32.42% |
$28.8M - $37.8M
|
125K
$80.9M
|
|
|
Feb 14, 2024
Q4 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-47.2K- 1.52% |
$22.6M - $29.7M
|
3.06M
$1.98B
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-318- 45.04% |
$152K - $200K
|
388
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-409K- 93.05% |
$196M - $257M
|
30.6K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
5.71KNew |
$2.74M - $3.59M
|
5.71K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-10K- 40.0% |
$4.79M - $6.29M
|
15K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
346New |
$166K - $218K
|
346
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6New |
$2.88K - $3.77K
|
6
$3.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.04K+ 6.13% |
$496K - $651K
|
17.9K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
19.6K+ 933.33% |
$9.4M - $12.3M
|
21.7K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
25New |
$12K - $15.7K
|
25
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6.88KNew |
$3.3M - $4.33M
|
6.88K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
436New |
$209K - $274K
|
436
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
104+ 90.43% |
$49.9K - $65.4K
|
219
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
662+ 3.57% |
$317K - $416K
|
19.2K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
13.6K+ 196.84% |
$6.52M - $8.56M
|
20.5K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
99.2KNew |
$47.5M - $62.4M
|
99.2K
$64.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-530- 25.73% |
$254K - $333K
|
1.53K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
900New |
$432K - $566K
|
900
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.7KNew |
$2.25M - $2.95M
|
4.7K
$3.03M
|
|