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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
340New |
$163K - $214K
|
340
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
650+ 1300.0% |
$312K - $409K
|
700
$452K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
193+ 4.38% |
$92.5K - $121K
|
4.6K
$2.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.05K+ 5.2% |
$2.9M - $3.81M
|
122K
$79.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-938- 5.54% |
$450K - $590K
|
16K
$10.3M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
87.3K+ 654.25% |
$39.1M - $48.4M
|
101K
$65M
|
|
|
May 15, 2025
Q3 2023
|
Clear Street LLC
|
SELL
|
- |
-3.2K- 26.23% |
$1.43M - $1.77M
|
9K
$5.81M
|
|
|
May 15, 2025
Q3 2023
|
Clear Street LLC
|
SELL
|
PUT |
-3.2K- 26.23% |
$1.43M - $1.77M
|
9K
$5.81M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 125.0% |
$6.72K - $8.3K
|
27
$17.4K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-24Closed |
$10.8K - $13.3K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-18- 42.86% |
$8.07K - $9.96K
|
24
$15.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.17K+ 54.85% |
$525K - $648K
|
3.31K
$2.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$843K - $1.04M
|
1.88K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 19.23% |
$2.24K - $2.77K
|
21
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$1.94K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-66.7K- 99.96% |
$29.9M - $36.9M
|
26
$16.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-18- 52.94% |
$8.07K - $9.96K
|
16
$10.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.47KNew |
$660K - $815K
|
1.47K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-30- 56.6% |
$13.4K - $16.6K
|
23
$14.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
353+ 9.66% |
$158K - $195K
|
4.01K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-3.84K- 95.17% |
$1.72M - $2.13M
|
195
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-554K- 52.18% |
$248M - $307M
|
508K
$328M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-6.28K- 21.83% |
$2.82M - $3.48M
|
22.5K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-190- 2.02% |
$85.2K - $105K
|
9.2K
$5.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
47KNew |
$21.1M - $26M
|
47K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
811New |
$363K - $449K
|
811
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$1.94K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.93K- 2.22% |
$866K - $1.07M
|
85.2K
$55.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 33.33% |
$896 - $1.11K
|
4
$2.58K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
26New |
$11.7K - $14.4K
|
26
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
105+ 20.96% |
$47.1K - $58.1K
|
606
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
430New |
$193K - $238K
|
430
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.25KNew |
$559K - $690K
|
1.25K
$806K
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-400- 29.63% |
$179K - $221K
|
950
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-99- 19.8% |
$44.4K - $54.8K
|
401
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluegrass Capital Partners LP
Palm Beach, FL |
SELL
|
- |
-4K- 38.1% |
$1.79M - $2.21M
|
6.5K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
68.8K+ 16.85% |
$30.8M - $38.1M
|
477K
$308M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
20+ 2.38% |
$8.96K - $11.1K
|
862
$557K
|
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
14.4KNew |
$6.44M - $7.95M
|
14.4K
$9.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18+ 17.31% |
$8.07K - $9.96K
|
122
$78.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
465New |
$208K - $257K
|
465
$300K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 33.33% |
$896 - $1.11K
|
4
$2.58K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
27+ 0.4% |
$12.1K - $14.9K
|
6.78K
$4.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
114New |
$51.1K - $63.1K
|
114
$73.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
110KNew |
$49.1M - $60.7M
|
110K
$70.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 10.53% |
$896 - $1.11K
|
17
$11K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
534New |
$239K - $296K
|
534
$345K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1New |
$448 - $554
|
1
$646
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
19New |
$8.52K - $10.5K
|
19
$12.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$89.6K - $111K
|
200
$129K
|
|