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 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 15.38% |
$1.21K - $1.34K
|
11
$6.65K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-36- 1.43% |
$21.7K - $24.1K
|
2.47K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
68+ 4.19% |
$41K - $45.6K
|
1.69K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-143- 0.32% |
$86.2K - $95.9K
|
44.1K
$26.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.09KNew |
$1.86M - $2.07M
|
3.09K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-16- 1.2% |
$9.65K - $10.7K
|
1.32K
$797K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 1.6% |
$3.01K - $3.35K
|
318
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-40- 10.39% |
$24.1K - $26.8K
|
345
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14+ 4.33% |
$8.44K - $9.39K
|
337
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-22- 6.34% |
$13.3K - $14.8K
|
325
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3- 6.0% |
$1.81K - $2.01K
|
47
$28.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-208- 21.4% |
$125K - $139K
|
764
$462K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$603 - $670
|
1
$605
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.53K- 96.06% |
$925K - $1.03M
|
63
$38.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
590New |
$356K - $396K
|
590
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 3.27% |
$34.4K - $38.2K
|
1.8K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
141+ 5.17% |
$85K - $94.5K
|
2.87K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-76- 1.72% |
$45.8K - $51K
|
4.34K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
391+ 103.71% |
$236K - $262K
|
768
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.17% |
$603 - $670
|
45
$27.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
292+ 27.39% |
$176K - $196K
|
1.36K
$821K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
101+ 4.43% |
$60.9K - $67.7K
|
2.38K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-174- 8.99% |
$105K - $117K
|
1.76K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 1.23% |
$1.21K - $1.34K
|
161
$97.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
65+ 2.31% |
$39.2K - $43.6K
|
2.88K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
252+ 13.28% |
$152K - $169K
|
2.15K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.06% |
$603 - $670
|
1.71K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-289- 7.04% |
$174K - $194K
|
3.82K
$2.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
70+ 21.41% |
$42.2K - $46.9K
|
397
$240K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 1.79% |
$6.63K - $7.38K
|
604
$365K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.84K+ 5.59% |
$1.71M - $1.9M
|
53.6K
$32.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
322+ 7.46% |
$194K - $216K
|
4.64K
$2.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13- 0.49% |
$7.84K - $8.72K
|
2.63K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
136+ 0.97% |
$82K - $91.2K
|
14.2K
$8.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
449+ 7.05% |
$271K - $301K
|
6.82K
$4.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.63K+ 14.67% |
$1.59M - $1.77M
|
20.6K
$12.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-147- 34.67% |
$88.6K - $98.6K
|
277
$167K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16+ 114.29% |
$9.65K - $10.7K
|
30
$18.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-223- 16.39% |
$134K - $150K
|
1.14K
$688K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-853- 16.92% |
$514K - $572K
|
4.19K
$2.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
123+ 25.47% |
$74.2K - $82.5K
|
606
$366K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
1+ 0.23% |
$603 - $670
|
428
$259K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 1.35% |
$3.01K - $3.35K
|
375
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.47K- 88.4% |
$2.7M - $3M
|
587
$355K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 14.29% |
$603 - $670
|
8
$4.84K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-15- 0.6% |
$9.04K - $10.1K
|
2.49K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2.31K+ 35.77% |
$1.39M - $1.55M
|
8.75K
$5.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
227+ 1.36% |
$137K - $152K
|
16.9K
$10.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.95% |
$3.01K - $3.35K
|
252
$152K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
335+ 107.03% |
$202K - $225K
|
648
$392K
|