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
Aug 21, 2019 Q2 2019	Keudell	BUY	-	6.54K New	$1.55M - $1.76M	6.54K $3.71M
Aug 15, 2019 Q2 2019	Smart Portfolios, LLC Seattle, WA	SELL	-	-110 Closed	$26.1K - $29.6K	0 $0
Aug 14, 2019 Q2 2019	Gabriel Plotkin Melvin Capital Management LP \| New York, Ny	SELL	-	-325K Closed	$77M - $87.5M	0 $0
Aug 14, 2019 Q2 2019	Exodus Point Capital Management, LP New York, NY	BUY	CALL	15K New	$3.55M - $4.04M	15K $8.51M
Aug 13, 2019 Q2 2019	Icon Wealth Partners, LLC	SELL	-	-2 Closed	$474 - $538	0 $0
Aug 13, 2019 Q2 2019	Wealth Bridge Capital Management, LLC Westerville, OH	SELL	-	-256 Closed	$60.7K - $68.9K	0 $0
Aug 12, 2019 Q2 2019	Prw Wealth Management LLC	SELL	-	-44 Closed	$10.4K - $11.8K	0 $0
Aug 12, 2019 Q2 2019	Cypress Capital Management LLC (Wy)	SELL	-	-3 Closed	$711 - $807	0 $0
Aug 09, 2019 Q2 2019	Richard Bernstein Advisors LLC	SELL	-	-7.16K Closed	$1.7M - $1.93M	0 $0
Aug 07, 2019 Q2 2019	Omnia Family Wealth, LLC	SELL	-	-15 Closed	$3.55K - $4.04K	0 $0
Jul 31, 2019 Q2 2019	Nkcfo LLC	SELL	-	-625 Closed	$148K - $168K	0 $0
Jul 30, 2019 Q2 2019	Wespac Advisors So Cal, LLC	SELL	-	-50 Closed	$11.8K - $13.5K	0 $0
Jul 10, 2019 Q2 2019	Kwmg, LLC	SELL	-	-5 Closed	$1.18K - $1.35K	0 $0
Jul 10, 2019 Q2 2019	Dubuque Bank & Trust CO	SELL	-	-125 Closed	$29.6K - $33.6K	0 $0
Q1 2019
May 15, 2019 Q1 2019	Claybrook Capital, LLC	SELL	-	-3 Closed	$566 - $784	0 $0
May 15, 2019 Q1 2019	Prelude Capital Management, LLC New York, NY	BUY	PUT	8.8K New	$1.66M - $2.3M	8.8K $4.99M
May 14, 2019 Q1 2019	Patten Group, Inc.	SELL	-	-45 Closed	$8.48K - $11.8K	0 $0
May 14, 2019 Q1 2019	Green Square Capital Advisors LLC	SELL	-	-3K Closed	$566K - $784K	0 $0
May 09, 2019 Q1 2019	Well Done, LLC	SELL	-	-3 Closed	$566 - $784	0 $0
May 09, 2019 Q1 2019	Brandywine Oak Private Wealth LLC	SELL	-	-224 Closed	$42.2K - $58.6K	0 $0
May 07, 2019 Q1 2019	Karp Capital Management Corp	SELL	-	-195 Closed	$36.8K - $51K	0 $0
Apr 26, 2019 Q1 2019	Cooper/Haims Advisors, LLC	BUY	-	8.1K New	$1.53M - $2.12M	8.1K $4.6M
Apr 24, 2019 Q1 2019	Creative Planning Overland Park, KS	BUY	PUT	200 New	$37.7K - $52.3K	200 $113K
Q4 2018
Feb 19, 2019 Q4 2018	Amussen Hunsaker Associates LLC Salt Lake City, UT	SELL	-	-13 Closed	$2.38K - $3.01K	0 $0
Feb 15, 2019 Q4 2018	American Beacon Advisors, Inc.	SELL	-	-794 Closed	$145K - $184K	0 $0
Feb 14, 2019 Q4 2018	Liberty Mutual Group Asset Management Inc. Boston, MA	SELL	-	-9.74K Closed	$1.78M - $2.25M	0 $0
Feb 14, 2019 Q4 2018	Highbridge Capital Management LLC New York, NY	SELL	-	-3.84K Closed	$702K - $889K	0 $0
Feb 14, 2019 Q4 2018	Alterna Wealth Management, Inc Houston, TX	BUY	-	1.84K New	$336K - $425K	1.84K $1.04M
Feb 12, 2019 Q4 2018	Spark Investment Management LLC New York, NY	SELL	-	-25K Closed	$4.57M - $5.78M	0 $0
Feb 08, 2019 Q4 2018	Mainstay Capital Management LLC	SELL	-	-60 Closed	$11K - $13.9K	0 $0
Feb 07, 2019 Q4 2018	Triodos Investment Management Bv	SELL	-	-35K Closed	$6.4M - $8.1M	0 $0
Feb 07, 2019 Q4 2018	C Partners Holding Gmb H Zurich, V8	SELL	-	-575 Closed	$105K - $133K	0 $0
Feb 05, 2019 Q4 2018	Divergent Wealth Advisors	SELL	-	-125 Closed	$22.8K - $28.9K	0 $0
Jan 25, 2019 Q4 2018	Zweig Di Menna Associates LLC	SELL	-	-1.19K Closed	$217K - $275K	0 $0
Jan 15, 2019 Q4 2018	Kiley Juergens Wealth Management, LLC	SELL	-	-146 Closed	$26.7K - $33.8K	0 $0
Q3 2018
Jan 29, 2020 Q3 2018	Kingsview Wealth Management, LLC Grants Pass, OR	SELL	CALL	-100 - 50.0%	$20.3K - $22.8K	100 $56.7K
Nov 14, 2018 Q3 2018	Janney Capital Management LLC	BUY	-	30.1K New	$6.1M - $6.86M	30.1K $17.1M
Nov 14, 2018 Q3 2018	R Pg Family Wealth Advisory, LLC Burlington, MA	SELL	-	-78 Closed	$15.8K - $17.8K	0 $0
Nov 13, 2018 Q3 2018	Spring Creek Capital LLC Wichita, KS	SELL	-	-5.45K Closed	$1.1M - $1.24M	0 $0
Nov 13, 2018 Q3 2018	Coyle Financial Counsel LLC Glenview, IL	SELL	-	-39 Closed	$7.9K - $8.9K	0 $0
Nov 13, 2018 Q3 2018	Fuller & Thaler Asset Management, Inc. San Mateo, CA	SELL	-	-2.4K Closed	$486K - $548K	0 $0
Oct 29, 2018 Q3 2018	Financial Architects, Inc Marlton, NJ	BUY	CALL	900 New	$182K - $205K	900 $511K
Q2 2018
Aug 14, 2018 Q2 2018	Holistic Financial Partners	SELL	-	-14 Closed	$2.35K - $2.99K	0 $0
Aug 13, 2018 Q2 2018	Winch Advisory Services, LLC Appleton, WI	SELL	-	-7 Closed	$1.17K - $1.49K	0 $0
Aug 13, 2018 Q2 2018	Koch Industries Inc Wichita, KS	SELL	-	-2.92K Closed	$490K - $624K	0 $0
Aug 10, 2018 Q2 2018	Acorn Wealth Advisors, LLC Grand Blanc, MI	SELL	-	-31 Closed	$5.2K - $6.62K	0 $0
Q1 2018
May 15, 2018 Q1 2018	Wolverine Asset Management LLC	SELL	-	-132 Closed	$20.2K - $23.6K	0 $0
May 15, 2018 Q1 2018	Lpl Financial LLC Fort Mill, SC	SELL	PUT	-100 - 3.45%	$15.3K - $17.9K	2.8K $1.59M
May 15, 2018 Q1 2018	Old Mission Capital LLC	SELL	-	-4.33K Closed	$661K - $773K	0 $0
May 15, 2018 Q1 2018	Deutsche Bank Ag\ Frankfurt Am Main, 2M	BUY	PUT	61 New	$9.32K - $10.9K	61 $34.6K

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Latest Institutional Transactions on Intuit Inc (INTU)

6.54K

-110

-325K

15K

-2

-256

-44

-3

-7.16K

-15

-625

-50

-5

-125

-3

8.8K

-45

-3K

-3

-224

-195

8.1K

200

-13

-794

-9.74K

-3.84K

1.84K

-25K

-60

-35K

-575

-125

-1.19K

-146

-100

30.1K

-78

-5.45K

-39

-2.4K

900

-14

-7

-2.92K

-31

-132

-100

-4.33K

61

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