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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
12+ 6.59% |
$4.24K - $6.07K
|
194
$114K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.03K+ 30.73% |
$1.07M - $1.53M
|
12.9K
$7.54M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13+ 44.83% |
$4.59K - $6.57K
|
42
$24.6K
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-5.43KClosed |
$1.92M - $2.74M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-414- 13.7% |
$146K - $209K
|
2.61K
$1.53M
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
2.88K+ 50.01% |
$1.02M - $1.45M
|
8.63K
$5.05M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-40Closed |
$14.1K - $20.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
200New |
$70.7K - $101K
|
200
$117K
|
|
Aug 10, 2022
Q2 2022
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
PUT |
500New |
$177K - $253K
|
500
$293K
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.4KClosed |
$2.97M - $4.25M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
976+ 102.74% |
$345K - $494K
|
1.93K
$1.13M
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.16% |
$353 - $506
|
616
$361K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
117+ 7.71% |
$41.3K - $59.2K
|
1.64K
$957K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-831Closed |
$294K - $420K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
13+ 162.5% |
$4.59K - $6.57K
|
21
$12.3K
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-555Closed |
$196K - $281K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-535Closed |
$189K - $271K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
33New |
$11.7K - $16.7K
|
33
$19.3K
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 3.08% |
$14.1K - $20.2K
|
1.34K
$783K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
219+ 115.87% |
$77.4K - $111K
|
408
$239K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-675Closed |
$238K - $341K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35Closed |
$12.4K - $17.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Hst Ventures, LLC
|
SELL
|
- |
-8.25KClosed |
$2.91M - $4.17M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-7Closed |
$2.47K - $3.54K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-40.6KClosed |
$14.4M - $20.5M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.02KClosed |
$2.13M - $3.04M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-496Closed |
$175K - $251K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Applied Research Investments, LLC
|
SELL
|
- |
-172- 10.23% |
$60.8K - $87K
|
1.51K
$884K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-493- 38.4% |
$174K - $249K
|
791
$463K
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-559Closed |
$198K - $283K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-600- 10.4% |
$212K - $303K
|
5.17K
$3.03M
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-100Closed |
$35.3K - $50.6K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
982New |
$347K - $497K
|
982
$575K
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-15- 2.46% |
$5.3K - $7.58K
|
595
$348K
|
|
Jul 29, 2022
Q2 2022
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
12K+ 38.83% |
$4.24M - $6.07M
|
42.9K
$25.1M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33+ 71.74% |
$11.7K - $16.7K
|
79
$46.2K
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-489Closed |
$173K - $247K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-5Closed |
$1.77K - $2.53K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
56New |
$19.8K - $28.3K
|
56
$32.8K
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
545New |
$193K - $276K
|
545
$319K
|
|
Jul 28, 2022
Q2 2022
|
Gouws Capital LLC
|
SELL
|
- |
-200- 25.0% |
$70.7K - $101K
|
600
$351K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-624Closed |
$220K - $316K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-14- 10.61% |
$4.95K - $7.08K
|
118
$69.1K
|
|
Jul 28, 2022
Q2 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
1.55KNew |
$548K - $784K
|
1.55K
$907K
|
|
Jul 28, 2022
Q2 2022
|
Privium Fund Management B.V.
|
BUY
|
PUT |
80New |
$28.3K - $40.5K
|
80
$46.8K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.66KClosed |
$3.06M - $4.38M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-46Closed |
$16.3K - $23.3K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-579Closed |
$205K - $293K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.4% |
$3.53K - $5.06K
|
2.5K
$1.46M
|
|
Jul 25, 2022
Q2 2022
|
Bornite Capital Management LP
|
BUY
|
- |
30KNew |
$10.6M - $15.2M
|
30K
$17.6M
|