Purchases and Sales Made in Q2 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19+ 22.62% |
$6.96K - $8.46K
|
103
$62.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 111.76% |
$6.96K - $8.46K
|
36
$21.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 2.68% |
$6.96K - $8.46K
|
727
$442K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19+ 2.35% |
$6.96K - $8.46K
|
826
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 2.8% |
$6.96K - $8.46K
|
697
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19New |
$6.96K - $8.46K
|
19
$11.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
18New |
$6.59K - $8.01K
|
18
$11K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18+ 1.17% |
$6.59K - $8.01K
|
1.56K
$946K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
18+ 3.38% |
$6.59K - $8.01K
|
551
$335K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
17+ 0.82% |
$6.23K - $7.57K
|
2.08K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
17New |
$6.23K - $7.57K
|
17
$10.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 1.37% |
$5.86K - $7.12K
|
1.18K
$718K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
16+ 1.6% |
$5.86K - $7.12K
|
1.02K
$618K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
15+ 3.28% |
$5.5K - $6.68K
|
472
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
15+ 2.4% |
$5.5K - $6.68K
|
640
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
15+ 0.75% |
$5.5K - $6.68K
|
2.02K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
14+ 0.8% |
$5.13K - $6.23K
|
1.76K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$5.13K - $6.23K
|
14
$8.52K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
14+ 0.84% |
$5.13K - $6.23K
|
1.68K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14+ 1.23% |
$5.13K - $6.23K
|
1.15K
$702K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
13+ 1.65% |
$4.76K - $5.79K
|
799
$486K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 7.3% |
$4.76K - $5.79K
|
191
$116K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 5.06% |
$4.76K - $5.79K
|
270
$164K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 5.14% |
$4.76K - $5.79K
|
266
$162K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13+ 0.35% |
$4.76K - $5.79K
|
3.73K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 1.96% |
$4.76K - $5.79K
|
677
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13+ 0.28% |
$4.76K - $5.79K
|
4.73K
$2.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12+ 52.17% |
$4.4K - $5.34K
|
35
$21.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 15.0% |
$4.4K - $5.34K
|
92
$56K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 3.81% |
$4.4K - $5.34K
|
327
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
11New |
$4.03K - $4.9K
|
11
$6.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11+ 1.5% |
$4.03K - $4.9K
|
743
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 1.36% |
$4.03K - $4.9K
|
819
$498K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 14.29% |
$3.66K - $4.45K
|
80
$48.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 1.01% |
$3.66K - $4.45K
|
1K
$610K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10+ 6.06% |
$3.66K - $4.45K
|
175
$107K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
10+ 1.84% |
$3.66K - $4.45K
|
553
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10+ 0.52% |
$3.66K - $4.45K
|
1.93K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
10+ 0.17% |
$3.66K - $4.45K
|
5.76K
$3.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
10New |
$3.66K - $4.45K
|
10
$6.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
10+ 0.44% |
$3.66K - $4.45K
|
2.26K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 3.82% |
$3.66K - $4.45K
|
272
$166K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9+ 0.13% |
$3.3K - $4.01K
|
6.8K
$4.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
9+ 0.76% |
$3.3K - $4.01K
|
1.19K
$726K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 3.7% |
$3.3K - $4.01K
|
252
$153K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
9New |
$3.3K - $4.01K
|
9
$5.48K
|
|
|
Aug 01, 2024
Q2 2024
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
9+ 0.05% |
$3.3K - $4.01K
|
18.1K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
9+ 1.08% |
$3.3K - $4.01K
|
846
$515K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 47.06% |
$2.93K - $3.56K
|
25
$15.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 0.87% |
$2.93K - $3.56K
|
928
$565K
|