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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-35- 4.02% |
$21.1K - $23.5K
|
835
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.19K- 1.81% |
$718K - $798K
|
64.7K
$38.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
597+ 87.79% |
$360K - $400K
|
1.28K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.75K- 0.27% |
$2.26M - $2.51M
|
1.4M
$833M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 32.26% |
$6.03K - $6.7K
|
41
$24.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$603 - $670
|
7
$4.15K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.43% |
$1.21K - $1.34K
|
461
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
110+ 1.56% |
$66.3K - $73.8K
|
7.18K
$4.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-7.97K- 26.63% |
$4.81M - $5.35M
|
22K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
11+ 4.1% |
$6.63K - $7.38K
|
279
$165K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
629+ 169.54% |
$379K - $422K
|
1K
$593K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 166.67% |
$3.01K - $3.35K
|
8
$4.74K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.3K- 2.08% |
$1.39M - $1.54M
|
108K
$64.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3.7K+ 7.31% |
$2.23M - $2.48M
|
54.4K
$32.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-690- 29.11% |
$416K - $463K
|
1.68K
$996K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-357- 1.47% |
$215K - $239K
|
23.9K
$14.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
625+ 20.06% |
$377K - $419K
|
3.74K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
73+ 5.98% |
$44K - $48.9K
|
1.29K
$767K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
141+ 11.57% |
$85K - $94.5K
|
1.36K
$806K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.29K+ 7.19% |
$2.59M - $2.88M
|
64K
$37.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3+ 0.29% |
$1.81K - $2.01K
|
1.05K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
600New |
$362K - $402K
|
600
$356K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
333+ 6.78% |
$201K - $223K
|
5.25K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24- 6.86% |
$14.5K - $16.1K
|
326
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.85K+ 5.44% |
$1.12M - $1.24M
|
35.9K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-77- 0.36% |
$46.4K - $51.6K
|
21.2K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 0.43% |
$47K - $52.3K
|
18.1K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-669- 44.39% |
$403K - $449K
|
838
$497K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
90+ 5.72% |
$54.3K - $60.3K
|
1.66K
$986K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-31- 3.13% |
$18.7K - $20.8K
|
958
$568K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 2.8% |
$17.5K - $19.4K
|
1.01K
$597K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-193- 5.08% |
$116K - $129K
|
3.61K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 2.37% |
$6.03K - $6.7K
|
412
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 3.75% |
$1.81K - $2.01K
|
83
$49.2K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-135- 0.39% |
$81.4K - $90.5K
|
34.4K
$20.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
175+ 17.62% |
$106K - $117K
|
1.17K
$693K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.21K- 10.24% |
$730K - $812K
|
10.6K
$6.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
140+ 5.79% |
$84.4K - $93.9K
|
2.56K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
439+ 88.33% |
$265K - $294K
|
936
$555K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.72% |
$4.82K - $5.36K
|
1.12K
$664K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.09% |
$2.41K - $2.68K
|
4.36K
$2.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.57K- 13.85% |
$944K - $1.05M
|
9.73K
$5.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.56K- 8.79% |
$942K - $1.05M
|
16.2K
$9.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
747+ 31.8% |
$450K - $501K
|
3.1K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.69K- 2.75% |
$1.02M - $1.13M
|
59.6K
$35.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
75+ 6.24% |
$45.2K - $50.3K
|
1.28K
$757K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-47- 2.92% |
$28.3K - $31.5K
|
1.56K
$927K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
74.4K+ 13.48% |
$44.9M - $49.9M
|
626K
$371M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.6K+ 4.66% |
$967K - $1.08M
|
36K
$21.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-162- 0.67% |
$97.7K - $109K
|
23.9K
$14.2M
|