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
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8+ 1.28% |
$3.33K - $3.95K
|
633
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 1.13% |
$3.33K - $3.95K
|
718
$411K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.67% |
$3.33K - $3.95K
|
149
$85.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8+ 1.93% |
$3.33K - $3.95K
|
423
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8+ 1.33% |
$3.33K - $3.95K
|
609
$348K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 1.19% |
$3.33K - $3.95K
|
683
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8+ 0.81% |
$3.33K - $3.95K
|
996
$570K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 0.75% |
$2.91K - $3.46K
|
935
$535K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 2.59% |
$2.91K - $3.46K
|
277
$158K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7+ 0.62% |
$2.91K - $3.46K
|
1.14K
$654K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 5.6% |
$2.91K - $3.46K
|
132
$75.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
6+ 3.51% |
$2.5K - $2.96K
|
177
$101K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.75% |
$2.5K - $2.96K
|
805
$460K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 1.13% |
$2.5K - $2.96K
|
538
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
6+ 0.38% |
$2.5K - $2.96K
|
1.58K
$904K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.43K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6+ 0.77% |
$2.5K - $2.96K
|
789
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6+ 0.43% |
$2.5K - $2.96K
|
1.4K
$802K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.43K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.43K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 1.04% |
$2.5K - $2.96K
|
585
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6+ 0.54% |
$2.5K - $2.96K
|
1.12K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
6+ 1.08% |
$2.5K - $2.96K
|
559
$320K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.86K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.99% |
$2.08K - $2.47K
|
511
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$2.08K - $2.47K
|
620
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.46% |
$2.08K - $2.47K
|
1.1K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 20.0% |
$2.08K - $2.47K
|
30
$17.2K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$2.08K - $2.47K
|
3.68K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.2% |
$2.08K - $2.47K
|
2.55K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.31% |
$2.08K - $2.47K
|
1.64K
$936K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 17.24% |
$2.08K - $2.47K
|
34
$19.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5+ 0.9% |
$2.08K - $2.47K
|
559
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4+ 0.34% |
$1.66K - $1.98K
|
1.2K
$685K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4+ 0.8% |
$1.66K - $1.98K
|
504
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.57% |
$1.66K - $1.98K
|
701
$401K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.66K - $1.98K
|
4
$2.29K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$1.66K - $1.98K
|
5.1K
$2.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.74% |
$1.66K - $1.98K
|
547
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 7.27% |
$1.66K - $1.98K
|
59
$33.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 8.51% |
$1.66K - $1.98K
|
51
$29.2K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$1.66K - $1.98K
|
1.57K
$900K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 4.17% |
$1.66K - $1.98K
|
100
$57.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
4+ 0.83% |
$1.66K - $1.98K
|
487
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.5% |
$1.66K - $1.98K
|
803
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4+ 0.73% |
$1.66K - $1.98K
|
552
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.94% |
$1.25K - $1.48K
|
321
$184K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.17% |
$1.25K - $1.48K
|
1.77K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 17.65% |
$1.25K - $1.48K
|
20
$11.4K
|