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
|
Concord Wealth Partners
|
BUY
|
- |
1.06K+ 498.59% |
$342K - $425K
|
1.28K
$729K
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
1.06KNew |
$342K - $425K
|
1.06K
$607K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.04KNew |
$334K - $416K
|
1.04K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.04K+ 12.63% |
$334K - $415K
|
9.25K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.03KNew |
$332K - $413K
|
1.03K
$589K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1K+ 0.63% |
$322K - $401K
|
161K
$92M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
999+ 33.93% |
$322K - $400K
|
3.94K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
989+ 3.9% |
$319K - $396K
|
26.4K
$15.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
987+ 9.07% |
$318K - $395K
|
11.9K
$6.79M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
986+ 1825.93% |
$318K - $395K
|
1.04K
$595K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
976+ 19.0% |
$314K - $391K
|
6.11K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
966New |
$311K - $387K
|
966
$552K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
955+ 15.56% |
$308K - $383K
|
7.09K
$4.06M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
950+ 58.68% |
$306K - $381K
|
2.57K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
946+ 126.81% |
$305K - $379K
|
1.69K
$968K
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
911+ 20.34% |
$293K - $365K
|
5.39K
$3.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
901New |
$290K - $361K
|
901
$515K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
900New |
$290K - $361K
|
900
$515K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
898+ 0.86% |
$289K - $360K
|
106K
$60.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
891+ 2.29% |
$287K - $357K
|
39.8K
$22.8M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
887+ 16.09% |
$286K - $355K
|
6.4K
$3.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
870+ 45.24% |
$280K - $349K
|
2.79K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
869+ 0.16% |
$280K - $348K
|
539K
$308M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
862+ 12.68% |
$278K - $345K
|
7.66K
$4.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
860New |
$277K - $345K
|
860
$492K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
850+ 104.29% |
$274K - $341K
|
1.67K
$952K
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
844+ 3.59% |
$272K - $338K
|
24.4K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
841New |
$271K - $337K
|
841
$481K
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
837New |
$270K - $335K
|
837
$479K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
827+ 1.13% |
$266K - $331K
|
74K
$42.3M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
817New |
$263K - $327K
|
817
$467K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
816+ 14.51% |
$263K - $327K
|
6.44K
$3.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
813New |
$262K - $326K
|
813
$465K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
807New |
$260K - $323K
|
807
$462K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
794+ 61.98% |
$256K - $318K
|
2.08K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
785+ 16.11% |
$253K - $314K
|
5.66K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
782+ 35.13% |
$252K - $313K
|
3.01K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
778New |
$251K - $312K
|
778
$445K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
776+ 4.9% |
$250K - $311K
|
16.6K
$9.49M
|
|
|
May 07, 2024
Q1 2024
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
774+ 4.46% |
$249K - $310K
|
18.1K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
770New |
$248K - $308K
|
770
$440K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
765New |
$246K - $306K
|
765
$437K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
760+ 109.67% |
$245K - $304K
|
1.45K
$831K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
748+ 19.61% |
$241K - $300K
|
4.56K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
733New |
$236K - $294K
|
733
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
733New |
$236K - $294K
|
733
$419K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
730+ 8.87% |
$235K - $292K
|
8.96K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
722+ 89.03% |
$233K - $289K
|
1.53K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
711+ 36.29% |
$229K - $285K
|
2.67K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
707New |
$228K - $283K
|
707
$404K
|