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 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
630+ 30.78% |
$225K - $272K
|
2.68K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.41KNew |
$502K - $608K
|
1.41K
$909K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
4.72KNew |
$1.68M - $2.04M
|
4.72K
$3.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-100- 6.31% |
$35.6K - $43.2K
|
1.49K
$960K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
61New |
$21.7K - $26.4K
|
61
$39.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
700New |
$250K - $302K
|
700
$452K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
55+ 275.0% |
$19.6K - $23.8K
|
75
$48.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-219- 20.98% |
$78.1K - $94.6K
|
825
$533K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
854New |
$304K - $369K
|
854
$552K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23+ 62.16% |
$8.2K - $9.94K
|
60
$38.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.12K- 12.93% |
$401K - $486K
|
7.57K
$4.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-803- 3.49% |
$286K - $347K
|
22.2K
$14.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-20- 66.67% |
$7.13K - $8.64K
|
10
$6.46K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
10.2K+ 5.06% |
$3.65M - $4.42M
|
213K
$137M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11New |
$3.92K - $4.75K
|
11
$7.11K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-62- 8.47% |
$22.1K - $26.8K
|
670
$433K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6- 46.15% |
$2.14K - $2.59K
|
7
$4.52K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
359+ 10.6% |
$128K - $155K
|
3.75K
$2.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-3.5K- 97.22% |
$1.25M - $1.51M
|
100
$64.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$3.56K - $4.32K
|
10
$6.46K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-4- 4.26% |
$1.43K - $1.73K
|
90
$58.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-720- 13.64% |
$257K - $311K
|
4.56K
$2.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
43New |
$15.3K - $18.6K
|
43
$27.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
29New |
$10.3K - $12.5K
|
29
$18.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
109New |
$38.9K - $47.1K
|
109
$70.4K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
33+ 5.86% |
$11.8K - $14.3K
|
596
$385K
|
|
| 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
$1.94K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.72K- 72.22% |
$1.41M - $1.82M
|
1.43K
$925K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-354- 28.57% |
$134K - $173K
|
885
$572K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
268+ 2.74% |
$102K - $131K
|
10K
$6.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 0.12% |
$380 - $489
|
834
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7.26KNew |
$2.76M - $3.55M
|
7.26K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-512- 37.7% |
$194K - $250K
|
846
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
5New |
$1.9K - $2.45K
|
5
$3.23K
|
|
|
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
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$483K - $622K
|
1.27K
$821K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-73- 10.2% |
$27.7K - $35.7K
|
643
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.31K+ 9.43% |
$499K - $643K
|
15.2K
$9.85M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.92K+ 186.38% |
$1.11M - $1.43M
|
4.48K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$22.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$22.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31.4K+ 5.27% |
$11.9M - $15.4M
|
627K
$405M
|
|
|
Nov 14, 2022
Q3 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
13.4KNew |
$5.09M - $6.55M
|
13.4K
$8.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
17.8K+ 5.94% |
$6.76M - $8.71M
|
318K
$205M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.72K- 88.71% |
$1.79M - $2.31M
|
600
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-361- 5.57% |
$137K - $177K
|
6.13K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
17KNew |
$6.46M - $8.32M
|
17K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-575- 1.26% |
$218K - $281K
|
45.2K
$29.2M
|
|