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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.36% |
$3.54K - $4.41K
|
3.01K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-12- 1.56% |
$3.87K - $4.81K
|
757
$433K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-12- 1.9% |
$3.87K - $4.81K
|
619
$354K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-12- 1.76% |
$3.87K - $4.81K
|
669
$383K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-12- 12.24% |
$3.87K - $4.81K
|
86
$49.2K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-14- 2.19% |
$4.51K - $5.61K
|
624
$357K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-14- 1.26% |
$4.51K - $5.61K
|
1.1K
$627K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 2.51% |
$4.51K - $5.61K
|
544
$311K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-14- 2.22% |
$4.51K - $5.61K
|
618
$353K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-15- 2.02% |
$4.83K - $6.01K
|
727
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-15- 0.09% |
$4.83K - $6.01K
|
17.2K
$9.81M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-15- 2.11% |
$4.83K - $6.01K
|
695
$397K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-15- 1.64% |
$4.83K - $6.01K
|
897
$513K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-15- 1.38% |
$4.83K - $6.01K
|
1.08K
$615K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16- 1.29% |
$5.15K - $6.41K
|
1.22K
$698K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-16- 0.63% |
$5.15K - $6.41K
|
2.54K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-17- 3.61% |
$5.48K - $6.81K
|
454
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-18- 1.88% |
$5.8K - $7.21K
|
940
$538K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-18- 1.93% |
$5.8K - $7.21K
|
913
$522K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19- 4.14% |
$6.12K - $7.61K
|
440
$252K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19- 1.34% |
$6.12K - $7.61K
|
1.4K
$802K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-20- 1.64% |
$6.44K - $8.01K
|
1.2K
$686K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-20- 2.14% |
$6.44K - $8.01K
|
913
$522K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-20- 1.04% |
$6.44K - $8.01K
|
1.9K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21- 2.42% |
$6.76K - $8.41K
|
845
$483K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-21- 0.96% |
$6.76K - $8.41K
|
2.17K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-21- 2.4% |
$6.76K - $8.41K
|
854
$488K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-22- 1.31% |
$7.09K - $8.81K
|
1.66K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-22- 0.93% |
$7.09K - $8.81K
|
2.33K
$1.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-23- 0.21% |
$7.41K - $9.21K
|
11K
$6.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-23- 0.78% |
$7.41K - $9.21K
|
2.93K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-23- 0.11% |
$7.41K - $9.21K
|
20.2K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23- 6.17% |
$7.41K - $9.21K
|
350
$200K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-24- 3.64% |
$7.73K - $9.61K
|
636
$364K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24- 1.36% |
$7.73K - $9.61K
|
1.75K
$999K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-24- 1.19% |
$7.73K - $9.61K
|
1.99K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-24- 1.51% |
$7.73K - $9.61K
|
1.57K
$896K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25- 3.4% |
$8.05K - $10K
|
710
$406K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-25- 2.96% |
$8.05K - $10K
|
820
$469K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 2.73% |
$8.05K - $10K
|
891
$510K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-25- 1.25% |
$8.05K - $10K
|
1.97K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-26- 1.61% |
$8.38K - $10.4K
|
1.59K
$906K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-26- 4.29% |
$8.38K - $10.4K
|
580
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-27- 2.38% |
$8.7K - $10.8K
|
1.11K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-27- 3.92% |
$8.7K - $10.8K
|
661
$378K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-28- 2.87% |
$9.02K - $11.2K
|
949
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-28- 0.99% |
$9.02K - $11.2K
|
2.79K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-28- 3.6% |
$9.02K - $11.2K
|
750
$429K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-28- 4.52% |
$9.02K - $11.2K
|
592
$339K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 1.1% |
$9.34K - $11.6K
|
2.62K
$1.5M
|