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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84+ 2.2% |
$35K - $41.5K
|
3.91K
$2.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
83+ 10.82% |
$34.5K - $41K
|
850
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 2.51% |
$34.5K - $41K
|
3.39K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
83+ 0.11% |
$34.5K - $41K
|
75.4K
$45.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
82+ 5.69% |
$34.1K - $40.5K
|
1.52K
$926K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
81+ 13.94% |
$33.7K - $40K
|
662
$403K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
80+ 13.33% |
$33.3K - $39.5K
|
680
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
80+ 0.86% |
$33.3K - $39.5K
|
9.33K
$5.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
79+ 4.82% |
$32.9K - $39K
|
1.72K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
79+ 8.4% |
$32.9K - $39K
|
1.02K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
78+ 2.19% |
$32.5K - $38.5K
|
3.64K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78+ 152.94% |
$32.5K - $38.5K
|
129
$78.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
78+ 0.12% |
$32.5K - $38.5K
|
66.1K
$40.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 6.34% |
$32.5K - $38.5K
|
1.31K
$796K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
78New |
$32.5K - $38.5K
|
78
$47.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
78+ 3.86% |
$32.5K - $38.5K
|
2.1K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
78+ 28.68% |
$32.5K - $38.5K
|
350
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
78+ 123.81% |
$32.5K - $38.5K
|
141
$85.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
77+ 0.83% |
$32K - $38K
|
9.38K
$5.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
77+ 13.41% |
$32K - $38K
|
651
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
77+ 15.71% |
$32K - $38K
|
567
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77+ 0.21% |
$32K - $38K
|
36.6K
$22.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
76+ 8.55% |
$31.6K - $37.5K
|
965
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
75+ 3.0% |
$31.2K - $37.1K
|
2.58K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
74+ 8.96% |
$30.8K - $36.6K
|
900
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
74+ 2.34% |
$30.8K - $36.6K
|
3.24K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
74+ 11.33% |
$30.8K - $36.6K
|
727
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
72+ 12.97% |
$30K - $35.6K
|
627
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
71+ 1.41% |
$29.5K - $35.1K
|
5.12K
$3.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
71+ 4.57% |
$29.5K - $35.1K
|
1.63K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
70+ 7.34% |
$29.1K - $34.6K
|
1.02K
$623K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
70+ 5.35% |
$29.1K - $34.6K
|
1.38K
$839K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
68New |
$28.3K - $33.6K
|
68
$41.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
67+ 0.48% |
$27.9K - $33.1K
|
14K
$8.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66+ 15.68% |
$27.5K - $32.6K
|
487
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
66+ 4.44% |
$27.5K - $32.6K
|
1.55K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66+ 2.66% |
$27.5K - $32.6K
|
2.54K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 7.43% |
$27K - $32.1K
|
940
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
65+ 1.43% |
$27K - $32.1K
|
4.61K
$2.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
64+ 3.96% |
$26.6K - $31.6K
|
1.68K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
63+ 9.53% |
$26.2K - $31.1K
|
724
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
62+ 1.11% |
$25.8K - $30.6K
|
5.63K
$3.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
61+ 2.18% |
$25.4K - $30.1K
|
2.86K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
60+ 9.26% |
$25K - $29.6K
|
708
$431K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
60+ 12.12% |
$25K - $29.6K
|
555
$338K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60+ 50.0% |
$25K - $29.6K
|
180
$110K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
60+ 13.07% |
$25K - $29.6K
|
519
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
60+ 4.46% |
$25K - $29.6K
|
1.41K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
60+ 4.29% |
$25K - $29.6K
|
1.46K
$887K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
59+ 5.99% |
$24.6K - $29.1K
|
1.04K
$635K
|