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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
190+ 1.9% |
$79.1K - $93.9K
|
10.2K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
189+ 19.57% |
$78.7K - $93.4K
|
1.16K
$661K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
187+ 11.31% |
$77.8K - $92.4K
|
1.84K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
186+ 19.14% |
$77.4K - $91.9K
|
1.16K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
186+ 29.52% |
$77.4K - $91.9K
|
816
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
186+ 14.43% |
$77.4K - $91.9K
|
1.48K
$844K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
178+ 15.02% |
$74.1K - $87.9K
|
1.36K
$779K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
175+ 7.54% |
$72.8K - $86.5K
|
2.5K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
170+ 8.06% |
$70.7K - $84K
|
2.28K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
170+ 6.2% |
$70.7K - $84K
|
2.91K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
170+ 3.77% |
$70.7K - $84K
|
4.68K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
169+ 6.58% |
$70.3K - $83.5K
|
2.74K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
168+ 9.52% |
$69.9K - $83K
|
1.93K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
168+ 9.39% |
$69.9K - $83K
|
1.96K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
167+ 8.77% |
$69.5K - $82.5K
|
2.07K
$1.18M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
167+ 1.29% |
$69.5K - $82.5K
|
13.1K
$7.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
166+ 6.63% |
$69.1K - $82K
|
2.67K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
163+ 18.95% |
$67.8K - $80.5K
|
1.02K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
163+ 1.08% |
$67.8K - $80.5K
|
15.2K
$8.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
162+ 2.73% |
$67.4K - $80K
|
6.1K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
161+ 9.61% |
$67K - $79.5K
|
1.84K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
160+ 1.79% |
$66.6K - $79K
|
9.12K
$5.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
160+ 14.38% |
$66.6K - $79K
|
1.27K
$728K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
160+ 28.07% |
$66.6K - $79K
|
730
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
158+ 1.65% |
$65.8K - $78.1K
|
9.74K
$5.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
156+ 15.46% |
$64.9K - $77.1K
|
1.17K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
152+ 8.35% |
$63.3K - $75.1K
|
1.97K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
152+ 4.07% |
$63.3K - $75.1K
|
3.89K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
149+ 3.72% |
$62K - $73.6K
|
4.16K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
147New |
$61.2K - $72.6K
|
147
$84.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
145+ 0.48% |
$60.3K - $71.6K
|
30.5K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
143+ 9.4% |
$59.5K - $70.6K
|
1.66K
$952K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
142+ 24.53% |
$59.1K - $70.1K
|
721
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
141+ 11.0% |
$58.7K - $69.7K
|
1.42K
$814K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
140+ 0.99% |
$58.3K - $69.2K
|
14.2K
$8.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
140+ 18.45% |
$58.3K - $69.2K
|
899
$514K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
139+ 3.24% |
$57.8K - $68.7K
|
4.43K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
139+ 2.81% |
$57.8K - $68.7K
|
5.08K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
138+ 0.16% |
$57.4K - $68.2K
|
84.6K
$48.4M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
137+ 1.35% |
$57K - $67.7K
|
10.3K
$5.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
137+ 34.0% |
$57K - $67.7K
|
540
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
136+ 3.33% |
$56.6K - $67.2K
|
4.23K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
135+ 10.77% |
$56.2K - $66.7K
|
1.39K
$794K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
134+ 23.72% |
$55.8K - $66.2K
|
699
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
134+ 11.7% |
$55.8K - $66.2K
|
1.28K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
133+ 1.01% |
$55.3K - $65.7K
|
13.3K
$7.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
132New |
$54.9K - $65.2K
|
132
$75.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
132+ 0.72% |
$54.9K - $65.2K
|
18.5K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
132+ 15.6% |
$54.9K - $65.2K
|
978
$559K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
131+ 3.95% |
$54.5K - $64.7K
|
3.44K
$1.97M
|