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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-5- 1.28% |
$3.01K - $3.35K
|
387
$232K
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
8.49KNew |
$5.12M - $5.69M
|
8.49K
$5.1M
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
7+ 1.64% |
$4.22K - $4.69K
|
433
$260K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
388+ 1.69% |
$234K - $260K
|
23.4K
$14M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 1.32% |
$27.1K - $30.2K
|
3.45K
$2.07M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-59- 8.98% |
$35.6K - $39.6K
|
598
$359K
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.25% |
$603 - $670
|
403
$242K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-161- 1.5% |
$97.1K - $108K
|
10.6K
$6.34M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 1.9% |
$9.65K - $10.7K
|
859
$516K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 0.65% |
$655K - $728K
|
165K
$99.1M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.8K- 7.06% |
$4.1M - $4.56M
|
89.6K
$53.8M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
84New |
$50.6K - $56.3K
|
84
$50.5K
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-269- 4.77% |
$162K - $180K
|
5.37K
$3.23M
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
500New |
$301K - $335K
|
500
$300K
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
4.96KNew |
$2.99M - $3.33M
|
4.96K
$2.98M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.53K+ 0.73% |
$1.52M - $1.69M
|
349K
$209M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
72+ 19.57% |
$43.4K - $48.3K
|
440
$264K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.44% |
$603 - $670
|
225
$135K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22K- 1.84% |
$13.3M - $14.8M
|
1.18M
$707M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1KNew |
$603K - $670K
|
1K
$601K
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9.64KNew |
$5.81M - $6.46M
|
9.64K
$5.79M
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-674- 1.26% |
$406K - $452K
|
52.8K
$31.7M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-40- 8.49% |
$24.1K - $26.8K
|
431
$259K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39- 1.73% |
$23.5K - $26.1K
|
2.22K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51+ 127.5% |
$30.8K - $34.2K
|
91
$54.7K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
3+ 0.8% |
$1.81K - $2.01K
|
378
$227K
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
599New |
$361K - $402K
|
599
$360K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10- 0.67% |
$6.03K - $6.7K
|
1.48K
$890K
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.97K+ 1.68% |
$2.4M - $2.66M
|
240K
$144M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
51.6K+ 4.74% |
$31.1M - $34.6M
|
1.14M
$685M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
23+ 0.75% |
$13.9K - $15.4K
|
3.08K
$1.85M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65K- 5.21% |
$992K - $1.1M
|
30K
$18M
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-13.3K- 1.91% |
$8.02M - $8.92M
|
684K
$411M
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-916- 3.76% |
$552K - $614K
|
23.4K
$14.1M
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-140- 1.73% |
$84.4K - $93.9K
|
7.96K
$4.78M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
660+ 1.52% |
$398K - $443K
|
44.2K
$26.5M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-101K- 3.39% |
$60.8M - $67.6M
|
2.87M
$1.73B
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.21% |
$3.01K - $3.35K
|
2.42K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 35.99% |
$1.09M - $1.21M
|
6.84K
$4.11M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
266+ 22.62% |
$160K - $178K
|
1.44K
$866K
|
|
Nov 13, 2024
Q3 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-306K- 30.21% |
$184M - $205M
|
706K
$424M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
977+ 1.98% |
$589K - $655K
|
50.4K
$30.2M
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
226K+ 9.43% |
$136M - $151M
|
2.62M
$1.57B
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
CALL |
200+ 18.18% |
$121K - $134K
|
1.3K
$781K
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-64.6K- 42.94% |
$39M - $43.3M
|
85.9K
$51.6M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.12K- 5.19% |
$2.48M - $2.76M
|
75.2K
$45.1M
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 68.84% |
$1.07M - $1.19M
|
802
$482K
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
5.3K+ 170.71% |
$3.19M - $3.55M
|
8.4K
$5.05M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
722+ 31.54% |
$435K - $484K
|
3.01K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.26K+ 70.19% |
$3.77M - $4.2M
|
15.2K
$9.12M
|