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 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
705New |
$227K - $282K
|
705
$403K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
700+ 1093.75% |
$225K - $280K
|
764
$437K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
692+ 1.19% |
$223K - $277K
|
59K
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
690New |
$222K - $276K
|
690
$395K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
680+ 7.95% |
$219K - $272K
|
9.23K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
678+ 41.19% |
$218K - $272K
|
2.32K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
677New |
$218K - $271K
|
677
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
676+ 15.25% |
$218K - $271K
|
5.11K
$2.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
669+ 6.95% |
$216K - $268K
|
10.3K
$5.88M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
667+ 5.29% |
$215K - $267K
|
13.3K
$7.59M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
664New |
$214K - $266K
|
664
$380K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
660New |
$213K - $264K
|
660
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
655New |
$211K - $262K
|
655
$375K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
652+ 2.77% |
$210K - $261K
|
24.2K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
651+ 37.48% |
$210K - $261K
|
2.39K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
649New |
$209K - $260K
|
649
$371K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
647+ 2.56% |
$208K - $259K
|
25.9K
$14.8M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
647New |
$208K - $259K
|
647
$370K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
645New |
$208K - $258K
|
645
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
642New |
$207K - $257K
|
642
$367K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
639+ 29.58% |
$206K - $256K
|
2.8K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
637New |
$205K - $255K
|
637
$364K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
637+ 9.76% |
$205K - $255K
|
7.17K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
633+ 5.73% |
$204K - $254K
|
11.7K
$6.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
622+ 13.85% |
$200K - $249K
|
5.11K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
619New |
$199K - $248K
|
619
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
617+ 8.61% |
$199K - $247K
|
7.79K
$4.45M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
617+ 0.74% |
$199K - $247K
|
84.1K
$48.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
613New |
$197K - $246K
|
613
$351K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
612+ 7.71% |
$197K - $245K
|
8.55K
$4.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
610New |
$196K - $244K
|
610
$349K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
602New |
$194K - $241K
|
602
$344K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
600New |
$193K - $240K
|
600
$343K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
599New |
$193K - $240K
|
599
$343K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
596+ 43.47% |
$192K - $239K
|
1.97K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
591New |
$190K - $237K
|
591
$338K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
591New |
$190K - $237K
|
591
$338K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
591New |
$190K - $237K
|
591
$338K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
585New |
$188K - $234K
|
585
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
583New |
$188K - $234K
|
583
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
580+ 10.74% |
$187K - $232K
|
5.98K
$3.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
579New |
$187K - $232K
|
579
$331K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
577+ 1.64% |
$186K - $231K
|
35.8K
$20.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
576New |
$186K - $231K
|
576
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
574New |
$185K - $230K
|
574
$328K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
573+ 31.35% |
$185K - $230K
|
2.4K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
573+ 26.58% |
$185K - $230K
|
2.73K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
568+ 1.61% |
$183K - $228K
|
35.9K
$20.5M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
BUY
|
- |
566+ 0.8% |
$182K - $227K
|
71.6K
$40.9M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
566New |
$182K - $227K
|
566
$324K
|