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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
34+ 6.37% |
$14.1K - $16.8K
|
568
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
34+ 1.75% |
$14.1K - $16.8K
|
1.98K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
33+ 6.5% |
$13.7K - $16.3K
|
541
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 1.36% |
$13.7K - $16.3K
|
2.46K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
33+ 0.76% |
$13.7K - $16.3K
|
4.38K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32+ 40.0% |
$13.3K - $15.8K
|
112
$68.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
32+ 4.0% |
$13.3K - $15.8K
|
833
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
32+ 48.48% |
$13.3K - $15.8K
|
98
$59.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 9.63% |
$12.9K - $15.3K
|
353
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 2.69% |
$12.5K - $14.8K
|
1.15K
$697K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 4.24% |
$12.5K - $14.8K
|
737
$449K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 31.91% |
$12.5K - $14.8K
|
124
$75.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
30+ 18.75% |
$12.5K - $14.8K
|
190
$116K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
30New |
$12.5K - $14.8K
|
30
$18.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
30+ 4.05% |
$12.5K - $14.8K
|
770
$469K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29+ 1.09% |
$12.1K - $14.3K
|
2.69K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
28+ 1.52% |
$11.7K - $13.8K
|
1.87K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
28+ 1.77% |
$11.7K - $13.8K
|
1.61K
$978K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
28+ 2.47% |
$11.7K - $13.8K
|
1.16K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28+ 1.1% |
$11.7K - $13.8K
|
2.57K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
28+ 5.82% |
$11.7K - $13.8K
|
509
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
27+ 0.36% |
$11.2K - $13.3K
|
7.54K
$4.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
27+ 3.57% |
$11.2K - $13.3K
|
784
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26New |
$10.8K - $12.8K
|
26
$15.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 2.86% |
$10.8K - $12.8K
|
935
$569K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 3.7% |
$10.8K - $12.8K
|
728
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
26+ 0.88% |
$10.8K - $12.8K
|
2.97K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
25+ 2.07% |
$10.4K - $12.4K
|
1.23K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
25+ 2.06% |
$10.4K - $12.4K
|
1.24K
$755K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$10.4K - $12.4K
|
25
$15.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25+ 0.71% |
$10.4K - $12.4K
|
3.53K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.34% |
$9.99K - $11.9K
|
7.03K
$4.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.07% |
$9.99K - $11.9K
|
33.5K
$20.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
24+ 0.71% |
$9.99K - $11.9K
|
3.4K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
24+ 0.83% |
$9.99K - $11.9K
|
2.92K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 72.73% |
$9.99K - $11.9K
|
57
$34.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23+ 0.18% |
$9.57K - $11.4K
|
12.8K
$7.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
23+ 0.41% |
$9.57K - $11.4K
|
5.69K
$3.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 16.55% |
$9.57K - $11.4K
|
162
$98.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22+ 0.3% |
$9.16K - $10.9K
|
7.39K
$4.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
21+ 1.61% |
$8.74K - $10.4K
|
1.33K
$809K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 13.29% |
$8.74K - $10.4K
|
179
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
21+ 0.98% |
$8.74K - $10.4K
|
2.16K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
21+ 2.02% |
$8.74K - $10.4K
|
1.06K
$647K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
20+ 2.01% |
$8.32K - $9.88K
|
1.02K
$618K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.37% |
$8.32K - $9.88K
|
5.45K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 5.85% |
$8.32K - $9.88K
|
362
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20+ 4.14% |
$8.32K - $9.88K
|
503
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 20.65% |
$7.91K - $9.39K
|
111
$67.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
19+ 0.85% |
$7.91K - $9.39K
|
2.26K
$1.38M
|