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 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
419+ 2.58% |
$253K - $281K
|
16.7K
$9.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-2.47K- 0.83% |
$1.49M - $1.66M
|
296K
$175M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
19+ 2.31% |
$11.5K - $12.7K
|
842
$499K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
600New |
$362K - $402K
|
600
$356K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-190- 11.88% |
$115K - $127K
|
1.41K
$836K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-757- 8.95% |
$456K - $508K
|
7.7K
$4.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
375+ 0.71% |
$226K - $251K
|
52.9K
$31.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.38K- 3.37% |
$833K - $927K
|
39.6K
$23.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.39K+ 19.18% |
$2.65M - $2.94M
|
27.3K
$16.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-23.2K- 7.29% |
$14M - $15.6M
|
295K
$175M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-103- 18.23% |
$62.1K - $69.1K
|
462
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2- 0.09% |
$1.21K - $1.34K
|
2.34K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
628+ 6.88% |
$379K - $421K
|
9.76K
$5.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
208+ 8.35% |
$125K - $139K
|
2.7K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
208+ 6.67% |
$125K - $139K
|
3.33K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Ownership Capital B.V.
|
SELL
|
- |
-189K- 35.28% |
$114M - $127M
|
346K
$205M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-576- 4.78% |
$347K - $386K
|
11.5K
$6.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38- 2.03% |
$22.9K - $25.5K
|
1.83K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-16- 0.36% |
$9.65K - $10.7K
|
4.39K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.78% |
$362K - $402K
|
76.1K
$45.1M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-114- 2.71% |
$68.7K - $76.4K
|
4.09K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.37K- 8.72% |
$1.43M - $1.59M
|
24.8K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.54K+ 1.45% |
$927K - $1.03M
|
108K
$63.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-145- 3.18% |
$87.4K - $97.2K
|
4.41K
$2.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-4.43K- 56.13% |
$2.67M - $2.97M
|
3.47K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 5.75% |
$89.2K - $99.2K
|
2.72K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
198+ 4.78% |
$119K - $133K
|
4.34K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-110- 3.34% |
$66.3K - $73.8K
|
3.19K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-4.1K- 1.04% |
$2.47M - $2.75M
|
392K
$232M
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
325New |
$196K - $218K
|
325
$193K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-934- 62.23% |
$563K - $626K
|
567
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1- 0.31% |
$603 - $670
|
319
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-352- 1.82% |
$212K - $236K
|
19K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.28K- 5.03% |
$2.58M - $2.87M
|
80.8K
$47.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-9.65K- 24.57% |
$5.82M - $6.47M
|
29.6K
$17.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60+ 4.12% |
$36.2K - $40.2K
|
1.52K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
BUY
|
- |
215+ 0.35% |
$130K - $144K
|
61.7K
$36.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-56.9K- 5.47% |
$34.3M - $38.1M
|
983K
$583M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.14KNew |
$689K - $766K
|
1.14K
$678K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 4.15% |
$8.44K - $9.39K
|
351
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-195- 8.46% |
$118K - $131K
|
2.11K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-151- 6.62% |
$91K - $101K
|
2.13K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 42.0% |
$25.3K - $28.2K
|
142
$84.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-236- 3.94% |
$142K - $158K
|
5.75K
$3.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
678+ 21.63% |
$409K - $455K
|
3.81K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.25% |
$603 - $670
|
403
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
393+ 46.4% |
$237K - $264K
|
1.24K
$735K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-493- 3.52% |
$297K - $331K
|
13.5K
$8.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.1K- 34.56% |
$3.68M - $4.09M
|
11.6K
$6.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$17.5K - $19.4K
|
29
$17.2K
|