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 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
59+ 4.07% |
$24.6K - $29.1K
|
1.51K
$862K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
58+ 1.38% |
$24.1K - $28.7K
|
4.27K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.05% |
$24.1K - $28.7K
|
5.59K
$3.19M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
58+ 12.58% |
$24.1K - $28.7K
|
519
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
57+ 1.17% |
$23.7K - $28.2K
|
4.94K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 6.74% |
$23.7K - $28.2K
|
903
$516K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
56+ 2.6% |
$23.3K - $27.7K
|
2.21K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
56+ 21.05% |
$23.3K - $27.7K
|
322
$184K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
56+ 2.24% |
$23.3K - $27.7K
|
2.56K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
55+ 0.32% |
$22.9K - $27.2K
|
17.5K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
55New |
$22.9K - $27.2K
|
55
$31.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55+ 4.06% |
$22.9K - $27.2K
|
1.41K
$806K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 8.81% |
$22.5K - $26.7K
|
667
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
54+ 2.19% |
$22.5K - $26.7K
|
2.52K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
54+ 11.09% |
$22.5K - $26.7K
|
541
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53+ 7.31% |
$22.1K - $26.2K
|
778
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
53+ 4.91% |
$22.1K - $26.2K
|
1.13K
$647K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
53+ 2.12% |
$22.1K - $26.2K
|
2.55K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
51+ 5.58% |
$21.2K - $25.2K
|
965
$552K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
50+ 1.44% |
$20.8K - $24.7K
|
3.53K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
50+ 2.21% |
$20.8K - $24.7K
|
2.31K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
48+ 2.98% |
$20K - $23.7K
|
1.66K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
47+ 3.48% |
$19.6K - $23.2K
|
1.4K
$799K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
46+ 5.89% |
$19.1K - $22.7K
|
827
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46+ 8.46% |
$19.1K - $22.7K
|
590
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
44+ 104.76% |
$18.3K - $21.7K
|
86
$49.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 19.05% |
$18.3K - $21.7K
|
275
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
44+ 69.84% |
$18.3K - $21.7K
|
107
$61.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
44+ 6.46% |
$18.3K - $21.7K
|
725
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
44+ 0.89% |
$18.3K - $21.7K
|
4.96K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
43+ 3.33% |
$17.9K - $21.2K
|
1.33K
$763K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43+ 7.01% |
$17.9K - $21.2K
|
656
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 8.17% |
$17.9K - $21.2K
|
569
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.34% |
$16.6K - $19.8K
|
11.7K
$6.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40+ 3.96% |
$16.6K - $19.8K
|
1.05K
$600K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
39+ 0.62% |
$16.2K - $19.3K
|
6.32K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 2.65% |
$16.2K - $19.3K
|
1.51K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
39+ 1.44% |
$16.2K - $19.3K
|
2.75K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
38+ 7.1% |
$15.8K - $18.8K
|
573
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
37+ 0.96% |
$15.4K - $18.3K
|
3.88K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
37+ 0.17% |
$15.4K - $18.3K
|
22.2K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
36+ 6.41% |
$15K - $17.8K
|
598
$342K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
36+ 5.02% |
$15K - $17.8K
|
753
$431K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
36+ 80.0% |
$15K - $17.8K
|
81
$46.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
36+ 3.07% |
$15K - $17.8K
|
1.21K
$692K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 5.38% |
$15K - $17.8K
|
705
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
35+ 140.0% |
$14.6K - $17.3K
|
60
$34.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35+ 1.81% |
$14.6K - $17.3K
|
1.97K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
35+ 0.51% |
$14.6K - $17.3K
|
6.83K
$3.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
35+ 6.69% |
$14.6K - $17.3K
|
558
$319K
|