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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
1.24KNew |
$746K - $829K
|
1.24K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-14.7K- 25.0% |
$8.86M - $9.86M
|
44.1K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$603 - $670
|
1
$646
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
7.4K+ 16.89% |
$4.46M - $4.96M
|
51.2K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.04KNew |
$3.04M - $3.38M
|
5.04K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-397- 89.62% |
$239K - $266K
|
46
$29.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-46- 0.42% |
$27.7K - $30.8K
|
10.9K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
115New |
$69.3K - $77.1K
|
115
$74.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
799+ 20.75% |
$482K - $536K
|
4.65K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-385- 8.19% |
$232K - $258K
|
4.32K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.51KNew |
$1.51M - $1.68M
|
2.51K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
322New |
$194K - $216K
|
322
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.38KNew |
$2.04M - $2.27M
|
3.38K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 8.15% |
$17.5K - $19.4K
|
385
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
401New |
$242K - $269K
|
401
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
33New |
$19.9K - $22.1K
|
33
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12- 1.85% |
$7.24K - $8.05K
|
637
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33KNew |
$19.9M - $22.1M
|
33K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.2KNew |
$6.76M - $7.52M
|
11.2K
$7.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$7.04M - $7.83M
|
11.7K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 8.93% |
$60.3K - $67K
|
1.02K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.08KNew |
$1.25M - $1.39M
|
2.08K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
23.7K+ 35.47% |
$14.3M - $15.9M
|
90.4K
$58.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.2K+ 1129.52% |
$6.14M - $6.82M
|
11.1K
$7.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.87% |
$1.21K - $1.34K
|
228
$147K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-26.8K- 98.74% |
$16.1M - $18M
|
341
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-87- 7.42% |
$52.5K - $58.3K
|
1.09K
$702K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
34+ 9.24% |
$20.5K - $22.8K
|
402
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13- 1.24% |
$7.84K - $8.72K
|
1.04K
$669K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
684+ 67.92% |
$412K - $459K
|
1.69K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
637New |
$384K - $427K
|
637
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-249- 42.56% |
$150K - $167K
|
336
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 89.29% |
$90.4K - $101K
|
18
$11.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-190- 11.88% |
$115K - $127K
|
1.41K
$911K
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
325New |
$196K - $218K
|
325
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-493- 3.52% |
$297K - $331K
|
13.5K
$8.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 3.56% |
$10.9K - $12.1K
|
523
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$20.5K - $22.8K
|
11.4K
$7.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-21- 5.02% |
$12.7K - $14.1K
|
397
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
474New |
$286K - $318K
|
474
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-534- 19.11% |
$322K - $358K
|
2.26K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7- 2.06% |
$4.22K - $4.69K
|
332
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
444+ 9.03% |
$268K - $298K
|
5.36K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$1.21K - $1.34K
|
2
$1.29K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
46+ 14.42% |
$27.7K - $30.8K
|
365
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3+ 0.29% |
$1.81K - $2.01K
|
1.05K
$680K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
600New |
$362K - $402K
|
600
$388K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
747+ 31.8% |
$450K - $501K
|
3.1K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$10.9K - $12.1K
|
18
$11.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-151- 31.01% |
$91K - $101K
|
336
$217K
|
|