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 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7+ 0.18% |
$2.66K - $3.42K
|
3.88K
$2.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.84K+ 45.54% |
$698K - $899K
|
5.87K
$3.55M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
11+ 31.43% |
$4.18K - $5.38K
|
46
$27.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10New |
$3.8K - $4.89K
|
10
$6.05K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-15- 3.62% |
$5.7K - $7.34K
|
399
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.1K- 18.68% |
$419K - $540K
|
4.81K
$2.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.27KNew |
$482K - $621K
|
1.27K
$768K
|
|
|
Nov 02, 2022
Q3 2022
|
La Financiere De L'Echiquier
|
BUY
|
- |
20+ 1.04% |
$7.6K - $9.78K
|
1.95K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
217+ 1.33% |
$82.4K - $106K
|
16.5K
$9.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-790- 60.21% |
$300K - $386K
|
522
$316K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4- 0.42% |
$1.52K - $1.96K
|
949
$574K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
800New |
$304K - $391K
|
800
$484K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$2.28K - $2.94K
|
6
$3.63K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4KNew |
$1.52M - $1.96M
|
4K
$2.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
114+ 7.44% |
$43.3K - $55.8K
|
1.65K
$995K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
225New |
$85.5K - $110K
|
225
$136K
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
2+ 1.13% |
$760 - $978
|
179
$108K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-3.8K- 73.08% |
$1.44M - $1.86M
|
1.4K
$846K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
7+ 31.82% |
$2.66K - $3.42K
|
29
$17.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
606+ 7.33% |
$230K - $296K
|
8.87K
$5.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
24+ 120.0% |
$9.12K - $11.7K
|
44
$26.6K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$19K - $24.5K
|
50
$30.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
376+ 152.23% |
$143K - $184K
|
623
$377K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
896+ 10.4% |
$340K - $438K
|
9.51K
$5.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 85.71% |
$6.84K - $8.81K
|
3
$1.81K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 18.18% |
$1.52K - $1.96K
|
26
$15.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
620New |
$236K - $303K
|
620
$375K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-15- 2.02% |
$5.7K - $7.34K
|
729
$441K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
598New |
$227K - $293K
|
598
$362K
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
677New |
$257K - $331K
|
677
$409K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-59- 77.63% |
$22.4K - $28.9K
|
17
$10.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
155+ 19.14% |
$58.9K - $75.8K
|
965
$583K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-831- 12.21% |
$316K - $407K
|
5.97K
$3.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
4New |
$1.52K - $1.96K
|
4
$2.42K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-3- 2.73% |
$1.14K - $1.47K
|
107
$64.7K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
2New |
$760 - $978
|
2
$1.21K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.09K- 74.56% |
$386K - $553K
|
373
$226K
|
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.29KClosed |
$456K - $653K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-133Closed |
$47K - $67.3K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16Closed |
$5.65K - $8.09K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10New |
$3.53K - $5.06K
|
10
$6.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.6KClosed |
$565K - $809K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ao Asset Management, LP
New York, NY |
SELL
|
- |
-12.9KClosed |
$4.55M - $6.51M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-12Closed |
$4.24K - $6.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-1.97KClosed |
$694K - $994K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-597Closed |
$211K - $302K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
240+ 6.45% |
$84.8K - $121K
|
3.96K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
2K+ 3.4% |
$707K - $1.01M
|
60.9K
$36.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-900Closed |
$318K - $455K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-4.33K- 53.26% |
$1.53M - $2.19M
|
3.8K
$2.3M
|
|