Purchases and Sales Made in Q1 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q1 2024. The information is specifically focused on institutions that hold shares of INTUITIVE SURGICAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200+ 18.07% |
$64.4K - $80.1K
|
1.31K
$796K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
198+ 9.72% |
$63.8K - $79.3K
|
2.23K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
195+ 13.81% |
$62.8K - $78.1K
|
1.61K
$978K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
195+ 9.39% |
$62.8K - $78.1K
|
2.27K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
189+ 31.24% |
$60.9K - $75.7K
|
794
$483K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
189+ 2.72% |
$60.9K - $75.7K
|
7.14K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
188+ 6.28% |
$60.6K - $75.3K
|
3.18K
$1.94M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
182+ 99.45% |
$58.6K - $72.9K
|
365
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
180+ 3.45% |
$58K - $72.1K
|
5.4K
$3.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
180New |
$58K - $72.1K
|
180
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
179+ 5.05% |
$57.7K - $71.7K
|
3.73K
$2.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
178+ 16.36% |
$57.3K - $71.3K
|
1.27K
$771K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
177+ 0.32% |
$57K - $70.9K
|
55.3K
$33.7M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
177+ 1.98% |
$57K - $70.9K
|
9.14K
$5.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
176+ 3.49% |
$56.7K - $70.5K
|
5.22K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
176+ 4.69% |
$56.7K - $70.5K
|
3.93K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
175+ 8.21% |
$56.4K - $70.1K
|
2.31K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
175+ 426.83% |
$56.4K - $70.1K
|
216
$131K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
174+ 1.44% |
$56.1K - $69.7K
|
12.2K
$7.44M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
173+ 16.38% |
$55.7K - $69.3K
|
1.23K
$748K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
173+ 5.49% |
$55.7K - $69.3K
|
3.32K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
170+ 0.06% |
$54.8K - $68.1K
|
287K
$175M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
167+ 4.03% |
$53.8K - $66.9K
|
4.31K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
166+ 5.96% |
$53.5K - $66.5K
|
2.95K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
164+ 25.04% |
$52.8K - $65.7K
|
819
$498K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
162+ 6.77% |
$52.2K - $64.9K
|
2.56K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
162+ 25.19% |
$52.2K - $64.9K
|
805
$490K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
158New |
$50.9K - $63.3K
|
158
$96.2K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
156+ 10.26% |
$50.3K - $62.5K
|
1.68K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
154+ 7.05% |
$49.6K - $61.7K
|
2.34K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
154+ 7.64% |
$49.6K - $61.7K
|
2.17K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
154+ 15.38% |
$49.6K - $61.7K
|
1.16K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
153+ 4.41% |
$49.3K - $61.3K
|
3.62K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
151+ 0.03% |
$48.6K - $60.5K
|
520K
$316M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
149+ 7.15% |
$48K - $59.7K
|
2.23K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
148+ 166.29% |
$47.7K - $59.3K
|
237
$144K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
147+ 19.6% |
$47.4K - $58.9K
|
897
$546K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
145+ 2.45% |
$46.7K - $58.1K
|
6.07K
$3.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
144+ 0.61% |
$46.4K - $57.7K
|
23.7K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
144+ 13.32% |
$46.4K - $57.7K
|
1.23K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
144+ 9.88% |
$46.4K - $57.7K
|
1.6K
$975K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
142+ 7.28% |
$45.7K - $56.9K
|
2.09K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
142+ 19.59% |
$45.7K - $56.9K
|
867
$528K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
141+ 13.3% |
$45.4K - $56.5K
|
1.2K
$731K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
138New |
$44.5K - $55.3K
|
138
$84K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
137+ 0.19% |
$44.1K - $54.9K
|
72.8K
$44.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
136+ 3.12% |
$43.8K - $54.5K
|
4.49K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
127+ 2.75% |
$40.9K - $50.9K
|
4.75K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
127+ 16.73% |
$40.9K - $50.9K
|
886
$539K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
125+ 6.6% |
$40.3K - $50.1K
|
2.02K
$1.23M
|