Latest Institutional Transactions on Intuit Inc (INTU)

INTU Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
397
New
$178K - $220K
397 $256K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
157
New
$70.4K - $86.9K
157 $101K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-425
- 2.57%
$190K - $235K
16.1K $10.4M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
1.15K
+ 7.32%
$517K - $638K
16.9K $10.9M
Oct 25, 2023 Q3 2023
Mastrapasqua Asset Management Inc

SELL
 -
-176
- 1.94%
$78.9K - $97.4K
8.9K $5.75M
Oct 25, 2023 Q3 2023
Rovin Capital

BUY
 -
14
+ 2.87%
$6.27K - $7.75K
501 $324K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
4
New
$1.79K - $2.21K
4 $2.58K
Oct 23, 2023 Q3 2023
Connolly Sarah T.

Boston, MA
SELL
 -
-120
- 8.19%
$53.8K - $66.4K
1.35K $869K
Oct 23, 2023 Q3 2023
Trellis Advisors, LLC

BUY
 -
1
+ 0.09%
$448 - $554
1.11K $718K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
20
+ 50.0%
$8.96K - $11.1K
60 $38.8K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-250
- 8.11%
$112K - $138K
2.83K $1.83M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
1.41K
New
$631K - $779K
1.41K $910K
Oct 17, 2023 Q3 2023
Summit Financial Group, Inc.

BUY
 -
401
New
$180K - $222K
401 $259K
Oct 17, 2023 Q3 2023
Rheos Capital Works Inc.

SELL
 -
-26.8K
- 25.38%
$12M - $14.8M
78.8K $50.9M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
5.63K
New
$2.52M - $3.11M
5.63K $3.63M
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
3
New
$1.34K - $1.66K
3 $1.94K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
180
New
$80.7K - $99.6K
180 $116K
Oct 10, 2023 Q3 2023
Founders Capital Management

BUY
 -
9
New
$4.03K - $4.98K
9 $5.81K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1
New
$448 - $554
1 $646
Q2 2023
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-6.63K
- 42.52%
$2.69M - $3.05M
8.96K $5.79M
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
13
New
$5.28K - $5.98K
13 $8.4K
Sep 25, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
SELL
 -
-677
- 53.27%
$275K - $311K
594 $384K
Aug 17, 2023 Q2 2023
Peterson Wealth Management

SELL
 -
-6
- 1.08%
$2.44K - $2.76K
547 $353K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
266
New
$108K - $122K
266 $172K
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-15
- 13.27%
$6.09K - $6.89K
98 $63.3K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
416
New
$169K - $191K
416 $269K
Aug 15, 2023 Q2 2023
Neo Ivy Capital Management

New York, NY
BUY
 -
2.31K
+ 185.99%
$938K - $1.06M
3.55K $2.29M
Aug 14, 2023 Q2 2023
D1 Capital Partners L.P.

New York, NY
BUY
 -
79K
New
$32.1M - $36.3M
79K $51M
Aug 14, 2023 Q2 2023
Atom Investors LP

Austin, TX
BUY
 -
786
New
$319K - $361K
786 $508K
Aug 14, 2023 Q2 2023
Tenere Capital LLC

Denver, CO
BUY
 -
3.18K
+ 23.7%
$1.29M - $1.46M
16.6K $10.7M
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
256
New
$104K - $118K
256 $165K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
705
New
$286K - $324K
705 $455K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-1
- 0.68%
$406 - $460
147 $95K
Aug 14, 2023 Q2 2023
Thomas White International LTD

Chicago, IL
BUY
 -
638
+ 50.32%
$259K - $293K
1.91K $1.23M
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
3.2K
+ 79.27%
$1.3M - $1.47M
7.23K $4.67M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 CALL
30K
New
$12.2M - $13.8M
30K $19.4M
Aug 14, 2023 Q2 2023
Paloma Partners Management CO

Greenwich, CT
BUY
 -
511
New
$208K - $235K
511 $330K
Aug 14, 2023 Q2 2023
Resonate Capital, LLC

San Francisco, CA
SELL
 -
-10.2K
- 75.79%
$4.16M - $4.7M
3.27K $2.11M
Aug 14, 2023 Q2 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
507
New
$206K - $233K
507 $328K
Aug 11, 2023 Q2 2023
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-11.7K
- 82.46%
$4.73M - $5.36M
2.48K $1.6M
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-454
- 14.19%
$184K - $209K
2.75K $1.77M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
1.05K
+ 179.49%
$426K - $483K
1.64K $1.06M
Aug 10, 2023 Q2 2023
Granite Shares Advisors LLC

SELL
 -
-79
- 9.51%
$32.1K - $36.3K
752 $486K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
624
+ 133.33%
$253K - $287K
1.09K $705K
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
287K
+ 57.57%
$117M - $132M
786K $508M
Aug 10, 2023 Q2 2023
Heron Financial Group, LLC

BUY
 -
28
+ 2.0%
$11.4K - $12.9K
1.43K $924K
Aug 10, 2023 Q2 2023
Cv Advisors LLC

Aventura, FL
BUY
 -
439
New
$178K - $202K
439 $284K
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
19
New
$7.72K - $8.73K
19 $12.3K
Aug 10, 2023 Q2 2023
Deuterium Capital Management, LLC

BUY
 -
446
New
$181K - $205K
446 $288K

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