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 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
105New |
$39.4K - $47.5K
|
105
$61.5K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$1.13K - $1.36K
|
3
$1.76K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$9.39K - $11.3K
|
25
$14.6K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
883+ 39.14% |
$332K - $399K
|
3.14K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.46KNew |
$1.68M - $2.02M
|
4.46K
$2.61M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15New |
$5.63K - $6.78K
|
15
$8.78K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 10.0% |
$376 - $452
|
9
$5.27K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
83+ 10.38% |
$31.2K - $37.5K
|
883
$517K
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
1K+ 71.43% |
$376K - $452K
|
2.4K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
500New |
$188K - $226K
|
500
$293K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
95New |
$35.7K - $43K
|
95
$55.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
82+ 14.39% |
$30.8K - $37.1K
|
652
$382K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
500New |
$188K - $226K
|
500
$293K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
16+ 94.12% |
$6.01K - $7.23K
|
33
$19.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5New |
$1.88K - $2.26K
|
5
$2.93K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.53K- 27.0% |
$1.33M - $1.6M
|
9.54K
$5.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
905New |
$340K - $409K
|
905
$530K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$4.51K - $5.43K
|
12
$7.02K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
22+ 1.48% |
$8.26K - $9.95K
|
1.5K
$880K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
454New |
$171K - $205K
|
454
$266K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-25- 2.18% |
$9.39K - $11.3K
|
1.12K
$657K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300New |
$107K - $130K
|
300
$176K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-338- 16.05% |
$120K - $146K
|
1.77K
$1.03M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
20New |
$7.13K - $8.64K
|
20
$11.7K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
479New |
$171K - $207K
|
479
$280K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
932New |
$332K - $403K
|
932
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
41.3KNew |
$14.7M - $17.8M
|
41.3K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.99K+ 129.93% |
$709K - $859K
|
3.52K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 11.11% |
$2.14K - $2.59K
|
60
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-7.43K- 80.34% |
$2.65M - $3.21M
|
1.82K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-175- 15.6% |
$62.4K - $75.6K
|
947
$554K
|
|
|
Feb 14, 2023
Q4 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
2.65KNew |
$944K - $1.14M
|
2.65K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
250+ 18.52% |
$89.1K - $108K
|
1.6K
$937K
|
|
|
Feb 14, 2023
Q4 2022
|
Atreides Management, LP
Boston, MA |
BUY
|
- |
124KNew |
$44.1M - $53.5M
|
124K
$72.5M
|
|
|
Feb 14, 2023
Q4 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
28KNew |
$9.98M - $12.1M
|
28K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-514- 4.74% |
$183K - $222K
|
10.3K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
6.91KNew |
$2.46M - $2.99M
|
6.91K
$4.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
10.2KNew |
$3.64M - $4.41M
|
10.2K
$5.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
1.29KNew |
$458K - $556K
|
1.29K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
87New |
$31K - $37.6K
|
87
$50.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-5.04KClosed |
$1.8M - $2.18M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1- 0.18% |
$356 - $432
|
561
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
521+ 11.27% |
$186K - $225K
|
5.14K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50New |
$17.8K - $21.6K
|
50
$29.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-106K- 71.98% |
$37.7M - $45.7M
|
41.1K
$24.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
877+ 48.21% |
$313K - $379K
|
2.7K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.09K+ 394.57% |
$1.81M - $2.2M
|
6.38K
$3.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.29KNew |
$461K - $559K
|
1.29K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
687New |
$245K - $297K
|
687
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.74KNew |
$976K - $1.18M
|
2.74K
$1.6M
|
|