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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-71.4K- 72.63% |
$41.9M - $47.8M
|
26.9K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20+ 3.08% |
$11.7K - $13.4K
|
670
$405K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.05KNew |
$1.2M - $1.37M
|
2.05K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
38.1K+ 183.36% |
$22.3M - $25.5M
|
58.8K
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
829+ 45.25% |
$486K - $555K
|
2.66K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2- 1.83% |
$1.17K - $1.34K
|
107
$64.7K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
760New |
$446K - $509K
|
760
$459K
|
|
|
May 15, 2024
Q1 2024
|
Foxhaven Asset Management, LP
Charlottesville, VA |
SELL
|
- |
-66.3K- 25.32% |
$38.9M - $44.4M
|
196K
$118M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
11.1KNew |
$6.54M - $7.45M
|
11.1K
$6.73M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
6.6KNew |
$3.87M - $4.42M
|
6.6K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Styrax Capital, LP
New York, NY |
SELL
|
- |
-60.2K- 50.0% |
$35.3M - $40.3M
|
60.2K
$36.4M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-5.34K- 35.76% |
$3.13M - $3.57M
|
9.59K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$1.17K - $1.34K
|
5
$3.02K
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
626New |
$367K - $419K
|
626
$378K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
50+ 6.88% |
$29.3K - $33.5K
|
777
$470K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-509- 8.64% |
$299K - $341K
|
5.38K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
387New |
$227K - $259K
|
387
$234K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$1.76M - $2.01M
|
3K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-42K- 48.19% |
$24.6M - $28.1M
|
45.1K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.85% |
$1.76K - $2.01K
|
352
$213K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-117- 1.03% |
$68.7K - $78.3K
|
11.3K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
145+ 12.75% |
$85.1K - $97.1K
|
1.28K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
12.1K+ 1.03% |
$7.08M - $8.08M
|
1.19M
$719M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
228+ 0.04% |
$134K - $153K
|
588K
$356M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
643New |
$377K - $430K
|
643
$389K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41- 8.27% |
$24.1K - $27.4K
|
455
$275K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
125New |
$73.4K - $83.7K
|
125
$75.6K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 13.77% |
$610K - $696K
|
6.51K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$821K - $936K
|
1.4K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
785New |
$461K - $525K
|
785
$475K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 4.41% |
$643K - $734K
|
25.9K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.66K+ 33.39% |
$1.56M - $1.78M
|
10.6K
$6.41M
|
|
|
May 14, 2024
Q1 2024
|
Rivulet Capital, LLC
Summit, NJ |
SELL
|
- |
-58K- 26.85% |
$34M - $38.8M
|
158K
$95.5M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
201New |
$118K - $135K
|
201
$122K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.14KNew |
$667K - $760K
|
1.14K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
41.9K+ 47.08% |
$24.6M - $28M
|
131K
$79.1M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-35- 8.41% |
$20.5K - $23.4K
|
381
$230K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.37KNew |
$804K - $917K
|
1.37K
$828K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
323New |
$190K - $216K
|
323
$195K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
60+ 15.96% |
$35.2K - $40.2K
|
436
$264K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
70New |
$41.1K - $46.9K
|
70
$42.3K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.72K- 26.65% |
$2.18M - $2.49M
|
10.2K
$6.19M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
80+ 4.44% |
$46.9K - $53.5K
|
1.88K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-84- 46.93% |
$49.3K - $56.2K
|
95
$57.4K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
309New |
$181K - $207K
|
309
$187K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
91+ 4.02% |
$53.4K - $60.9K
|
2.35K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.12K+ 3.98% |
$2.42M - $2.76M
|
108K
$65.1M
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
95.3K+ 17.99% |
$55.9M - $63.8M
|
625K
$378M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-232- 22.31% |
$136K - $155K
|
808
$489K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.75K- 99.6% |
$2.2M - $2.51M
|
15
$9.07K
|