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 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10KClosed |
$3.82M - $4.92M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
468+ 4.68% |
$178K - $229K
|
10.5K
$6.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-675K- 28.45% |
$256M - $330M
|
1.7M
$993M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$483K - $622K
|
1.27K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-73- 10.2% |
$27.7K - $35.7K
|
643
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.31K+ 9.43% |
$499K - $643K
|
15.2K
$8.93M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.92K+ 186.38% |
$1.11M - $1.43M
|
4.48K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31.4K+ 5.27% |
$11.9M - $15.4M
|
627K
$367M
|
|
|
Nov 14, 2022
Q3 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
13.4KNew |
$5.09M - $6.55M
|
13.4K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
17.8K+ 5.94% |
$6.76M - $8.71M
|
318K
$186M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.72K- 88.71% |
$1.79M - $2.31M
|
600
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-361- 5.57% |
$137K - $177K
|
6.13K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
17KNew |
$6.46M - $8.32M
|
17K
$9.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
212New |
$80.5K - $104K
|
212
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-575- 1.26% |
$218K - $281K
|
45.2K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-838- 86.93% |
$318K - $410K
|
126
$73.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
600New |
$228K - $294K
|
600
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
135KNew |
$51.2M - $65.9M
|
135K
$78.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-227- 2.63% |
$86.2K - $111K
|
8.42K
$4.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-600- 15.79% |
$228K - $294K
|
3.2K
$1.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-164- 0.59% |
$62.3K - $80.2K
|
27.6K
$16.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
4.63K+ 3.91% |
$1.76M - $2.27M
|
123K
$72M
|
|
|
Nov 10, 2022
Q3 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-716- 54.53% |
$272K - $350K
|
597
$349K
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.27K- 45.2% |
$482K - $621K
|
1.54K
$901K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7+ 0.18% |
$2.66K - $3.42K
|
3.88K
$2.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.84K+ 45.54% |
$698K - $899K
|
5.87K
$3.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
11+ 31.43% |
$4.18K - $5.38K
|
46
$26.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10New |
$3.8K - $4.89K
|
10
$5.85K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-15- 3.62% |
$5.7K - $7.34K
|
399
$234K
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.1K- 18.68% |
$419K - $540K
|
4.81K
$2.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.27KNew |
$482K - $621K
|
1.27K
$743K
|
|
|
Nov 02, 2022
Q3 2022
|
La Financiere De L'Echiquier
|
BUY
|
- |
20+ 1.04% |
$7.6K - $9.78K
|
1.95K
$1.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
217+ 1.33% |
$82.4K - $106K
|
16.5K
$9.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-790- 60.21% |
$300K - $386K
|
522
$306K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4- 0.42% |
$1.52K - $1.96K
|
949
$556K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$2.28K - $2.94K
|
6
$3.51K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4KNew |
$1.52M - $1.96M
|
4K
$2.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
114+ 7.44% |
$43.3K - $55.8K
|
1.65K
$964K
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
2+ 1.13% |
$760 - $978
|
179
$105K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-3.8K- 73.08% |
$1.44M - $1.86M
|
1.4K
$820K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
7+ 31.82% |
$2.66K - $3.42K
|
29
$17K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
606+ 7.33% |
$230K - $296K
|
8.87K
$5.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
24+ 120.0% |
$9.12K - $11.7K
|
44
$25.8K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$19K - $24.5K
|
50
$29.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
376+ 152.23% |
$143K - $184K
|
623
$365K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
896+ 10.4% |
$340K - $438K
|
9.51K
$5.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 85.71% |
$6.84K - $8.81K
|
3
$1.76K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 18.18% |
$1.52K - $1.96K
|
26
$15.2K
|