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 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
124+ 9.6% |
$74.8K - $83.1K
|
1.42K
$840K
|
|
|
Oct 24, 2024
Q3 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
BUY
|
- |
2.64K+ 7.01% |
$1.59M - $1.77M
|
40.4K
$23.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
476+ 1.2% |
$287K - $319K
|
40.3K
$23.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
79+ 0.32% |
$47.6K - $53K
|
24.7K
$14.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
620New |
$374K - $416K
|
620
$368K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
48+ 0.16% |
$28.9K - $32.2K
|
30.7K
$18.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-134- 13.33% |
$80.8K - $89.8K
|
871
$516K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 0.65% |
$6.03K - $6.7K
|
1.52K
$900K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 1.57% |
$5.43K - $6.03K
|
584
$346K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
267+ 5.87% |
$161K - $179K
|
4.82K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-24- 1.86% |
$14.5K - $16.1K
|
1.27K
$751K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.06% |
$3.01K - $3.35K
|
7.99K
$4.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
17+ 0.41% |
$10.3K - $11.4K
|
4.19K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-3- 4.41% |
$1.81K - $2.01K
|
65
$38.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.67KNew |
$4.02M - $4.47M
|
6.67K
$3.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
2K+ 12.93% |
$1.2M - $1.34M
|
17.4K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-70- 0.82% |
$42.2K - $46.9K
|
8.42K
$4.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 50.0% |
$1.81K - $2.01K
|
3
$1.78K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
450+ 32.59% |
$271K - $302K
|
1.83K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
17+ 1.13% |
$10.3K - $11.4K
|
1.52K
$901K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-124- 12.02% |
$74.8K - $83.1K
|
908
$538K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-16- 2.26% |
$9.65K - $10.7K
|
692
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-33- 4.22% |
$19.9K - $22.1K
|
749
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
108+ 0.18% |
$65.1K - $72.4K
|
60.2K
$35.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.28% |
$603 - $670
|
364
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
155+ 9.57% |
$93.5K - $104K
|
1.78K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-4.74K- 6.13% |
$2.86M - $3.18M
|
72.5K
$43M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-740- 1.67% |
$446K - $496K
|
43.5K
$25.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
281+ 8.64% |
$169K - $188K
|
3.53K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 2.75% |
$649K - $722K
|
40.3K
$23.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
202+ 1.37% |
$122K - $135K
|
14.9K
$8.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.4% |
$83.8K - $93.2K
|
5.94K
$3.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 9.03% |
$676K - $752K
|
13.5K
$8.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
44New |
$26.5K - $29.5K
|
44
$26.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-231- 78.84% |
$139K - $155K
|
62
$36.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-291- 13.32% |
$175K - $195K
|
1.89K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3- 0.51% |
$1.81K - $2.01K
|
589
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 17.46% |
$37.4K - $41.6K
|
417
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.92K- 8.14% |
$2.36M - $2.63M
|
44.2K
$26.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.64K- 0.88% |
$2.19M - $2.44M
|
410K
$243M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 7.34% |
$1.36M - $1.52M
|
33.1K
$19.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-10- 2.6% |
$6.03K - $6.7K
|
374
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
238+ 0.78% |
$144K - $160K
|
30.9K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 1.86% |
$3.62K - $4.02K
|
328
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
15+ 2.07% |
$9.04K - $10.1K
|
741
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
455New |
$274K - $305K
|
455
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-46- 1.03% |
$27.7K - $30.8K
|
4.44K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.32K- 0.49% |
$1.4M - $1.55M
|
469K
$278M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
50+ 4.32% |
$30.1K - $33.5K
|
1.21K
$716K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
95+ 12.23% |
$57.3K - $63.7K
|
872
$517K
|