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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
123+ 4.9% |
$39.6K - $49.3K
|
2.63K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
122+ 33.98% |
$39.3K - $48.9K
|
481
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
122+ 1.13% |
$39.3K - $48.9K
|
10.9K
$6.65M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
117+ 11.74% |
$37.7K - $46.9K
|
1.11K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
117+ 0.9% |
$37.7K - $46.9K
|
13.1K
$7.96M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
115+ 1.54% |
$37K - $46.1K
|
7.56K
$4.6M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115New |
$37K - $46.1K
|
115
$70K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
112+ 0.35% |
$36.1K - $44.9K
|
32.3K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
111+ 14.18% |
$35.8K - $44.5K
|
894
$544K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
110+ 12.87% |
$35.4K - $44.1K
|
965
$587K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
109+ 3.75% |
$35.1K - $43.7K
|
3.01K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
109+ 5.18% |
$35.1K - $43.7K
|
2.22K
$1.35M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
109+ 7.02% |
$35.1K - $43.7K
|
1.66K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
108+ 11.99% |
$34.8K - $43.3K
|
1.01K
$614K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
106+ 0.45% |
$34.1K - $42.5K
|
23.5K
$14.3M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
105+ 5.73% |
$33.8K - $42.1K
|
1.94K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
104+ 17.22% |
$33.5K - $41.7K
|
708
$431K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
104+ 0.46% |
$33.5K - $41.7K
|
22.9K
$13.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102+ 6.87% |
$32.9K - $40.9K
|
1.59K
$966K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
102+ 3.34% |
$32.9K - $40.9K
|
3.16K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
101+ 5.69% |
$32.5K - $40.5K
|
1.88K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 256.41% |
$32.2K - $40.1K
|
139
$84.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
99+ 2.86% |
$31.9K - $39.7K
|
3.56K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
97+ 15.23% |
$31.2K - $38.9K
|
734
$447K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
94+ 3.58% |
$30.3K - $37.7K
|
2.72K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
93+ 1.18% |
$30K - $37.3K
|
7.98K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
93+ 14.44% |
$30K - $37.3K
|
737
$449K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
91+ 1.96% |
$29.3K - $36.5K
|
4.74K
$2.89M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
90+ 2.63% |
$29K - $36.1K
|
3.51K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
89+ 22.19% |
$28.7K - $35.7K
|
490
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
85+ 8.57% |
$27.4K - $34.1K
|
1.08K
$656K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
83+ 10.17% |
$26.7K - $33.2K
|
899
$547K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
82+ 9.77% |
$26.4K - $32.8K
|
921
$561K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
81+ 1.49% |
$26.1K - $32.4K
|
5.51K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
80+ 1.31% |
$25.8K - $32K
|
6.21K
$3.78M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
79+ 0.23% |
$25.4K - $31.6K
|
33.8K
$20.6M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
79+ 10.39% |
$25.4K - $31.6K
|
839
$511K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
77+ 11.83% |
$24.8K - $30.8K
|
728
$443K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
76+ 0.34% |
$24.5K - $30.4K
|
22.4K
$13.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
75+ 4.71% |
$24.2K - $30K
|
1.67K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
75+ 3.18% |
$24.2K - $30K
|
2.43K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
74+ 11.88% |
$23.8K - $29.6K
|
697
$424K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
74+ 1.35% |
$23.8K - $29.6K
|
5.56K
$3.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
73+ 7.26% |
$23.5K - $29.2K
|
1.08K
$657K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
73+ 2.29% |
$23.5K - $29.2K
|
3.26K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
72+ 2.85% |
$23.2K - $28.8K
|
2.59K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
72+ 8.61% |
$23.2K - $28.8K
|
908
$553K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
71+ 9.11% |
$22.9K - $28.4K
|
850
$517K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
71+ 9.04% |
$22.9K - $28.4K
|
856
$521K
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
71+ 12.91% |
$22.9K - $28.4K
|
621
$378K
|