Purchases and Sales Made in Q4 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 77.52% |
$94.3K - $110K
|
458
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 134.81% |
$85.8K - $100K
|
317
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
173+ 12.17% |
$81.5K - $95.3K
|
1.59K
$912K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
172+ 2.52% |
$81.1K - $94.7K
|
7.01K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
168+ 1.84% |
$79.2K - $92.5K
|
9.29K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
168+ 4.37% |
$79.2K - $92.5K
|
4.02K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
164+ 8.93% |
$77.3K - $90.3K
|
2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
163+ 33.27% |
$76.8K - $89.8K
|
653
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
162+ 7.71% |
$76.3K - $89.2K
|
2.26K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
160+ 8.11% |
$75.4K - $88.1K
|
2.13K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
159+ 7.57% |
$74.9K - $87.5K
|
2.26K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
157+ 4.46% |
$74K - $86.4K
|
3.68K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
156New |
$73.5K - $85.9K
|
156
$89.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
154+ 9.28% |
$72.6K - $84.8K
|
1.81K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
151+ 1.85% |
$71.2K - $83.1K
|
8.33K
$4.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 18.56% |
$70.7K - $82.6K
|
958
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
150+ 4.92% |
$70.7K - $82.6K
|
3.2K
$1.83M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
148+ 27.41% |
$69.7K - $81.5K
|
688
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
147+ 34.92% |
$69.3K - $80.9K
|
568
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
144+ 22.12% |
$67.9K - $79.3K
|
795
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
143+ 7.92% |
$67.4K - $78.7K
|
1.95K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
140+ 26.02% |
$66K - $77.1K
|
678
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
140+ 3.97% |
$66K - $77.1K
|
3.67K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
130+ 1.61% |
$61.3K - $71.6K
|
8.23K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
124+ 2.03% |
$58.4K - $68.3K
|
6.22K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
123+ 22.91% |
$58K - $67.7K
|
660
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
121+ 3.45% |
$57K - $66.6K
|
3.63K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
121+ 98.37% |
$57K - $66.6K
|
244
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
121+ 15.55% |
$57K - $66.6K
|
899
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
117+ 5.69% |
$55.1K - $64.4K
|
2.17K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
115+ 0.88% |
$54.2K - $63.3K
|
13.2K
$7.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 19.51% |
$49K - $57.3K
|
637
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
98+ 11.85% |
$46.2K - $54K
|
925
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
97+ 3.44% |
$45.7K - $53.4K
|
2.91K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97+ 0.97% |
$45.7K - $53.4K
|
10.1K
$5.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 2.48% |
$45.7K - $53.4K
|
4K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
97+ 6.37% |
$45.7K - $53.4K
|
1.62K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97+ 3.16% |
$45.7K - $53.4K
|
3.17K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94+ 2.21% |
$44.3K - $51.8K
|
4.35K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
91+ 1.44% |
$42.9K - $50.1K
|
6.41K
$3.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
91+ 7.82% |
$42.9K - $50.1K
|
1.26K
$718K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
90+ 7.85% |
$42.4K - $49.6K
|
1.24K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
90+ 14.35% |
$42.4K - $49.6K
|
717
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
90+ 6.14% |
$42.4K - $49.6K
|
1.56K
$890K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
85+ 9.04% |
$40.1K - $46.8K
|
1.03K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
81+ 3.82% |
$38.2K - $44.6K
|
2.2K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
80+ 4.04% |
$37.7K - $44K
|
2.06K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 13.39% |
$37.2K - $43.5K
|
669
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
76New |
$35.8K - $41.8K
|
76
$43.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
74+ 13.43% |
$34.9K - $40.7K
|
625
$357K
|