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 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9+ 0.07% |
$2.9K - $3.61K
|
13K
$7.91M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.6% |
$2.9K - $3.61K
|
1.52K
$922K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 225.0% |
$2.9K - $3.61K
|
13
$7.91K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9+ 0.78% |
$2.9K - $3.61K
|
1.17K
$710K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.22% |
$2.58K - $3.2K
|
3.68K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
8+ 44.44% |
$2.58K - $3.2K
|
26
$15.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
8+ 0.32% |
$2.58K - $3.2K
|
2.5K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8+ 0.46% |
$2.58K - $3.2K
|
1.77K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
8+ 1.32% |
$2.58K - $3.2K
|
612
$372K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 5.33% |
$2.58K - $3.2K
|
158
$96.2K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 0.05% |
$2.58K - $3.2K
|
16.4K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
8+ 0.39% |
$2.58K - $3.2K
|
2.06K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.28% |
$2.58K - $3.2K
|
2.85K
$1.74M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8+ 0.11% |
$2.58K - $3.2K
|
7.47K
$4.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
7+ 0.79% |
$2.25K - $2.8K
|
895
$545K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
7New |
$2.25K - $2.8K
|
7
$4.26K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.31% |
$1.93K - $2.4K
|
1.92K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.69% |
$1.93K - $2.4K
|
880
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 66.67% |
$1.93K - $2.4K
|
15
$9.13K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.15% |
$1.93K - $2.4K
|
4.07K
$2.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
5+ 0.42% |
$1.61K - $2K
|
1.19K
$724K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.21% |
$1.61K - $2K
|
2.38K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5+ 1.52% |
$1.61K - $2K
|
335
$204K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
5+ 0.58% |
$1.61K - $2K
|
868
$528K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5+ 0.13% |
$1.61K - $2K
|
3.86K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5+ 0.12% |
$1.61K - $2K
|
4.22K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5+ 0.33% |
$1.61K - $2K
|
1.54K
$934K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4+ 0.06% |
$1.29K - $1.6K
|
6.18K
$3.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.37% |
$1.29K - $1.6K
|
1.1K
$667K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4+ 0.24% |
$1.29K - $1.6K
|
1.65K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$1.29K - $1.6K
|
920
$560K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 13.33% |
$1.29K - $1.6K
|
34
$20.7K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 8.0% |
$1.29K - $1.6K
|
54
$32.9K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 21.05% |
$1.29K - $1.6K
|
23
$14K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.29K - $1.6K
|
4
$2.43K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 1.79% |
$966 - $1.2K
|
171
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 3.9% |
$966 - $1.2K
|
80
$48.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
3+ 15.0% |
$966 - $1.2K
|
23
$14K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 1.2% |
$966 - $1.2K
|
253
$154K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3+ 0.03% |
$966 - $1.2K
|
9.97K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.94% |
$966 - $1.2K
|
321
$195K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.59% |
$966 - $1.2K
|
512
$312K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
2+ 3.33% |
$644 - $801
|
62
$37.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2+ 0.05% |
$644 - $801
|
4.26K
$2.59M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 4.35% |
$644 - $801
|
48
$29.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 1.68% |
$644 - $801
|
121
$73.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 13.33% |
$644 - $801
|
17
$10.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.13% |
$644 - $801
|
1.57K
$956K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.13% |
$644 - $801
|
1.6K
$974K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.09% |
$644 - $801
|
2.32K
$1.41M
|