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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
8New |
$2.83K - $4.05K
|
8
$4.68K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.26KClosed |
$797K - $1.14M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-438Closed |
$155K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
391+ 10.98% |
$138K - $198K
|
3.95K
$2.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-556- 1.96% |
$196K - $281K
|
27.8K
$16.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-21Closed |
$7.42K - $10.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.14KClosed |
$404K - $578K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
388+ 47.96% |
$137K - $196K
|
1.2K
$701K
|
|
|
Jul 21, 2022
Q2 2022
|
Junson Asset Management (Hong Kong) LTD
|
BUY
|
- |
18.7KNew |
$6.61M - $9.46M
|
18.7K
$10.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$353 - $506
|
1
$585
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
390+ 19.15% |
$138K - $197K
|
2.43K
$1.42M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-4.24KClosed |
$1.5M - $2.14M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
678New |
$240K - $343K
|
678
$397K
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-6.77KClosed |
$2.39M - $3.42M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-7.77K- 92.82% |
$2.75M - $3.93M
|
601
$352K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10New |
$3.53K - $5.06K
|
10
$5.85K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-122Closed |
$43.1K - $61.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-790Closed |
$279K - $399K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-10.7KClosed |
$3.79M - $5.43M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
567New |
$200K - $287K
|
567
$332K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$2.83K - $4.05K
|
8
$4.68K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$3.18K - $4.55K
|
9
$5.27K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-5.65KClosed |
$2M - $2.86M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
51New |
$18K - $25.8K
|
51
$29.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3- 60.0% |
$1.06K - $1.52K
|
2
$1.17K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-6Closed |
$2.12K - $3.03K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.06K- 10.93% |
$374K - $535K
|
8.63K
$5.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-64- 2.94% |
$22.6K - $32.4K
|
2.11K
$1.24M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-447- 75.13% |
$158K - $226K
|
148
$86.6K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-458Closed |
$162K - $232K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-1.43K- 38.55% |
$507K - $725K
|
2.29K
$1.34M
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.02K+ 128.81% |
$1.07M - $1.53M
|
5.36K
$3.14M
|
|
| Q1 2022 | |||||||
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-1.85KClosed |
$784K - $1.17M
|
0
$0
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.7K- 94.83% |
$10.5M - $15.6M
|
1.35K
$787K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-75Closed |
$31.8K - $47.4K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
SELL
|
- |
-355Closed |
$151K - $224K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-350Closed |
$149K - $221K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-467Closed |
$198K - $295K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Shannon River Fund Management LLC
|
SELL
|
- |
-9.74KClosed |
$4.14M - $6.15M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.7K - $2.53K
|
1.81K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
- |
-7KClosed |
$2.97M - $4.42M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
CALL |
-1.3KClosed |
$552K - $821K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jericho Capital Asset Management L.P.
New York, NY |
SELL
|
- |
-155KClosed |
$66M - $98.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Emerson Point Capital LP
Larchmont, NY |
SELL
|
- |
-949- 11.09% |
$403K - $599K
|
7.61K
$4.45M
|
|
|
May 16, 2022
Q1 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$5.15M - $7.66M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1New |
$425 - $631
|
1
$585
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
211+ 6.6% |
$89.6K - $133K
|
3.41K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-8Closed |
$3.4K - $5.05K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Capital Management, LLC
Wilmington, DE |
SELL
|
- |
-8.26K- 11.14% |
$3.51M - $5.22M
|
65.9K
$38.6M
|
|