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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-60- 10.81% |
$22K - $26.7K
|
495
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-61- 3.81% |
$22.3K - $27.2K
|
1.54K
$939K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-63- 4.32% |
$23.1K - $28K
|
1.4K
$853K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-65- 1.27% |
$23.8K - $28.9K
|
5.07K
$3.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-67- 5.08% |
$24.5K - $29.8K
|
1.25K
$765K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-69- 8.35% |
$25.3K - $30.7K
|
757
$462K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 8.43% |
$25.6K - $31.2K
|
760
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-73- 4.54% |
$26.7K - $32.5K
|
1.53K
$936K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-76- 5.96% |
$27.8K - $33.8K
|
1.2K
$732K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-76- 11.52% |
$27.8K - $33.8K
|
584
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-84- 37.33% |
$30.8K - $37.4K
|
141
$86.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-84- 0.91% |
$30.8K - $37.4K
|
9.16K
$5.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-87- 2.89% |
$31.9K - $38.7K
|
2.92K
$1.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-87- 1.69% |
$31.9K - $38.7K
|
5.07K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-89- 14.86% |
$32.6K - $39.6K
|
510
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-89- 8.64% |
$32.6K - $39.6K
|
941
$574K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-90- 8.36% |
$33K - $40.1K
|
987
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-90- 1.0% |
$33K - $40.1K
|
8.9K
$5.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-91- 3.81% |
$33.3K - $40.5K
|
2.3K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-91- 2.79% |
$33.3K - $40.5K
|
3.17K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-92- 1.45% |
$33.7K - $41K
|
6.25K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-93- 4.53% |
$34.1K - $41.4K
|
1.96K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-95- 6.32% |
$34.8K - $42.3K
|
1.41K
$859K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-96- 6.92% |
$35.2K - $42.7K
|
1.29K
$788K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-98- 13.94% |
$35.9K - $43.6K
|
605
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 1.24% |
$36.6K - $44.5K
|
7.99K
$4.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 8.89% |
$36.6K - $44.5K
|
1.03K
$626K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.35% |
$36.6K - $44.5K
|
28.6K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 74.63% |
$36.6K - $44.5K
|
34
$20.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-100- 0.93% |
$36.6K - $44.5K
|
10.7K
$6.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 4.09% |
$36.6K - $44.5K
|
2.35K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 1.01% |
$36.6K - $44.5K
|
9.83K
$6M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-101- 3.37% |
$37K - $45K
|
2.9K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-101- 14.17% |
$37K - $45K
|
612
$374K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-101- 3.04% |
$37K - $45K
|
3.22K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-102- 6.77% |
$37.4K - $45.4K
|
1.4K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-102- 4.37% |
$37.4K - $45.4K
|
2.23K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-104- 4.87% |
$38.1K - $46.3K
|
2.03K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-104- 0.45% |
$38.1K - $46.3K
|
22.8K
$13.9M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-105- 4.76% |
$38.5K - $46.7K
|
2.1K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 0.29% |
$38.5K - $46.7K
|
35.7K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-105- 9.92% |
$38.5K - $46.7K
|
954
$582K
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-108- 4.73% |
$39.6K - $48.1K
|
2.18K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-110- 0.86% |
$40.3K - $49K
|
12.7K
$7.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-112- 0.57% |
$41K - $49.9K
|
19.4K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-112- 17.61% |
$41K - $49.9K
|
524
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-113- 9.22% |
$41.4K - $50.3K
|
1.11K
$679K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-117- 0.79% |
$42.9K - $52.1K
|
14.7K
$8.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 65.57% |
$44K - $53.4K
|
63
$38.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-120Closed |
$44K - $53.4K
|
0
$0
|