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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$35.6K - $43.2K
|
300
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
555New |
$198K - $240K
|
555
$325K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
120New |
$42.8K - $51.8K
|
120
$70.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4New |
$1.43K - $1.73K
|
4
$2.34K
|
|
|
Feb 09, 2023
Q4 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.28KNew |
$813K - $986K
|
2.28K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11New |
$3.92K - $4.75K
|
11
$6.44K
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
630+ 30.78% |
$225K - $272K
|
2.68K
$1.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.41KNew |
$502K - $608K
|
1.41K
$824K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
165+ 0.32% |
$58.8K - $71.3K
|
52.2K
$30.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
4.72KNew |
$1.68M - $2.04M
|
4.72K
$2.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-40- 52.63% |
$14.3K - $17.3K
|
36
$21.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-100- 6.31% |
$35.6K - $43.2K
|
1.49K
$870K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
61New |
$21.7K - $26.4K
|
61
$35.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
700New |
$250K - $302K
|
700
$410K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-275- 28.5% |
$98K - $119K
|
690
$404K
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-210- 3.42% |
$74.9K - $90.7K
|
5.93K
$3.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
55+ 275.0% |
$19.6K - $23.8K
|
75
$43.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-219- 20.98% |
$78.1K - $94.6K
|
825
$483K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
854New |
$304K - $369K
|
854
$500K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23+ 62.16% |
$8.2K - $9.94K
|
60
$35.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.12K- 12.93% |
$401K - $486K
|
7.57K
$4.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-803- 3.49% |
$286K - $347K
|
22.2K
$13M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-20- 66.67% |
$7.13K - $8.64K
|
10
$5.85K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3- 0.5% |
$1.07K - $1.3K
|
600
$351K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
10.2K+ 5.06% |
$3.65M - $4.42M
|
213K
$124M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11New |
$3.92K - $4.75K
|
11
$6.44K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-62- 8.47% |
$22.1K - $26.8K
|
670
$392K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6- 46.15% |
$2.14K - $2.59K
|
7
$4.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
359+ 10.6% |
$128K - $155K
|
3.75K
$2.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-3.5K- 97.22% |
$1.25M - $1.51M
|
100
$58.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$3.56K - $4.32K
|
10
$5.85K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-4- 4.26% |
$1.43K - $1.73K
|
90
$52.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-720- 13.64% |
$257K - $311K
|
4.56K
$2.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
43New |
$15.3K - $18.6K
|
43
$25.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
29New |
$10.3K - $12.5K
|
29
$17K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
109New |
$38.9K - $47.1K
|
109
$63.8K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
33+ 5.86% |
$11.8K - $14.3K
|
596
$349K
|
|
| Q3 2022 | |||||||
|
Dec 12, 2024
Q3 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-650Closed |
$247K - $318K
|
0
$0
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 40.0% |
$760 - $978
|
3
$1.76K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.72K- 72.22% |
$1.41M - $1.82M
|
1.43K
$838K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-26.6K- 33.38% |
$10.1M - $13M
|
53.1K
$31.1M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-354- 28.57% |
$134K - $173K
|
885
$518K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
268+ 2.74% |
$102K - $131K
|
10K
$5.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$380 - $489
|
1
$585
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 0.12% |
$380 - $489
|
834
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300+ 42.86% |
$114K - $147K
|
1K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7.26KNew |
$2.76M - $3.55M
|
7.26K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-512- 37.7% |
$194K - $250K
|
846
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
SELL
|
- |
-1.93K- 0.25% |
$731K - $942K
|
758K
$444M
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
5New |
$1.9K - $2.45K
|
5
$2.93K
|
|