Purchases and Sales Made in Q3 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q3 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 |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420New |
$175K - $207K
|
420
$256K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
419New |
$174K - $207K
|
419
$255K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
417New |
$174K - $206K
|
417
$254K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
417New |
$174K - $206K
|
417
$254K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
415New |
$173K - $205K
|
415
$253K
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
413New |
$172K - $204K
|
413
$251K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
412New |
$171K - $204K
|
412
$251K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
412New |
$171K - $204K
|
412
$251K
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
410New |
$171K - $203K
|
410
$250K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
408New |
$170K - $202K
|
408
$248K
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
408New |
$170K - $202K
|
408
$248K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
405+ 8.52% |
$169K - $200K
|
5.16K
$3.14M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
396+ 11.47% |
$165K - $196K
|
3.85K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
395New |
$164K - $195K
|
395
$240K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
384+ 12.71% |
$160K - $190K
|
3.41K
$2.07M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
379+ 57.25% |
$158K - $187K
|
1.04K
$634K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
378+ 79.41% |
$157K - $187K
|
854
$520K
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
376+ 0.61% |
$156K - $186K
|
62K
$37.7M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
372+ 16.29% |
$155K - $184K
|
2.66K
$1.62M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
368+ 33.52% |
$153K - $182K
|
1.47K
$892K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
368+ 13.74% |
$153K - $182K
|
3.05K
$1.85M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
368+ 1.8% |
$153K - $182K
|
20.8K
$12.7M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
368+ 320.0% |
$153K - $182K
|
483
$294K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
367+ 40.91% |
$153K - $181K
|
1.26K
$769K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
364+ 29.35% |
$151K - $180K
|
1.6K
$976K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
363+ 8.11% |
$151K - $179K
|
4.84K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
355New |
$148K - $175K
|
355
$216K
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
353New |
$147K - $174K
|
353
$215K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
352+ 12.04% |
$146K - $174K
|
3.28K
$1.99M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
345+ 4.41% |
$144K - $170K
|
8.18K
$4.98M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
345+ 3.57% |
$144K - $170K
|
10K
$6.09M
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
344+ 13.29% |
$143K - $170K
|
2.93K
$1.79M
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
342+ 10.62% |
$142K - $169K
|
3.56K
$2.17M
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
341+ 24.22% |
$142K - $168K
|
1.75K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
336+ 0.58% |
$140K - $166K
|
58.5K
$35.6M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
330+ 3.13% |
$137K - $163K
|
10.9K
$6.61M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
330+ 23.52% |
$137K - $163K
|
1.73K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
330+ 1.78% |
$137K - $163K
|
18.9K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
326New |
$136K - $161K
|
326
$198K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
325+ 66.46% |
$135K - $161K
|
814
$495K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
318+ 4.98% |
$132K - $157K
|
6.71K
$4.08M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
314+ 3.06% |
$131K - $155K
|
10.6K
$6.43M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
308+ 4.21% |
$128K - $152K
|
7.62K
$4.64M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
306+ 1.58% |
$127K - $151K
|
19.7K
$12M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
302+ 0.52% |
$126K - $149K
|
58.1K
$35.4M
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
300New |
$125K - $148K
|
300
$183K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
291+ 20.64% |
$121K - $144K
|
1.7K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
291+ 20.54% |
$121K - $144K
|
1.71K
$1.04M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
289+ 8.73% |
$120K - $143K
|
3.6K
$2.19M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
279+ 2.12% |
$116K - $138K
|
13.4K
$8.17M
|