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 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-84- 0.78% |
$50.6K - $56.3K
|
10.7K
$6.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
53+ 4.22% |
$32K - $35.5K
|
1.31K
$792K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-98- 2.75% |
$59.1K - $65.7K
|
3.47K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-88- 4.79% |
$53.1K - $59K
|
1.75K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
217+ 7.03% |
$131K - $145K
|
3.3K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-28.5K- 52.51% |
$17.2M - $19.1M
|
25.8K
$15.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-4- 0.43% |
$2.41K - $2.68K
|
926
$560K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
342+ 93.44% |
$206K - $229K
|
708
$428K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.91KNew |
$1.15M - $1.28M
|
1.91K
$1.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.06K+ 0.68% |
$1.24M - $1.38M
|
304K
$184M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7+ 1.56% |
$4.22K - $4.69K
|
457
$276K
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-2.5K- 16.67% |
$1.51M - $1.68M
|
12.5K
$7.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
SELL
|
- |
-100- 13.12% |
$60.3K - $67K
|
662
$400K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2- 0.25% |
$1.21K - $1.34K
|
809
$489K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
184+ 6.92% |
$111K - $123K
|
2.84K
$1.72M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-120- 7.49% |
$72.4K - $80.5K
|
1.48K
$896K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-28- 2.32% |
$16.9K - $18.8K
|
1.18K
$713K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 0.45% |
$3.94K - $4.69K
|
1.54K
$928K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.76K- 50.03% |
$989K - $1.18M
|
1.75K
$1.06M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.76K- 21.39% |
$2.68M - $3.19M
|
17.5K
$10.6M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$225K - $268K
|
400
$242K
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-1K- 17.39% |
$563K - $670K
|
4.75K
$2.87M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
300+ 79.79% |
$169K - $201K
|
676
$409K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
529New |
$298K - $355K
|
529
$320K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
75New |
$42.2K - $50.3K
|
75
$45.3K
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-461- 70.49% |
$260K - $309K
|
193
$117K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11- 0.77% |
$6.19K - $7.37K
|
1.41K
$854K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.32KNew |
$3.56M - $4.24M
|
6.32K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-78- 7.23% |
$43.9K - $52.3K
|
1K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-13.7K- 63.13% |
$7.71M - $9.18M
|
8K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
23+ 7.08% |
$12.9K - $15.4K
|
348
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
474New |
$267K - $318K
|
474
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-863- 23.02% |
$486K - $578K
|
2.89K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.64KNew |
$4.3M - $5.12M
|
7.64K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
10.8KNew |
$6.08M - $7.24M
|
10.8K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Advent International Corp
Boston, MA |
SELL
|
- |
-43K- 92.19% |
$24.2M - $28.8M
|
3.64K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4+ 0.23% |
$2.25K - $2.68K
|
1.77K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-4.13K- 3.61% |
$2.32M - $2.76M
|
110K
$66.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
6.6KNew |
$3.72M - $4.42M
|
6.6K
$3.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
17.1KNew |
$9.6M - $11.4M
|
17.1K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.41KNew |
$793K - $944K
|
1.41K
$851K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-1.13K- 53.07% |
$637K - $758K
|
1K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
103+ 19.47% |
$58K - $69K
|
632
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
6KNew |
$3.38M - $4.02M
|
6K
$3.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
7.2KNew |
$4.05M - $4.83M
|
7.2K
$4.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
861New |
$485K - $577K
|
861
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
332New |
$187K - $223K
|
332
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
18.2KNew |
$10.3M - $12.2M
|
18.2K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Spruce Investments, LP
Chicago, IL |
BUY
|
- |
1.39KNew |
$783K - $932K
|
1.39K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.2KNew |
$1.24M - $1.47M
|
2.2K
$1.33M
|
|