Latest Institutional Purchases of Intuitive Surgical Inc (ISRG)
This list provides information on the latest institutional transactions involving Intuitive Surgical Inc (ISRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
93+ 13.82% |
$38.7K - $45.9K
|
766
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
92+ 180.39% |
$38.3K - $45.4K
|
143
$77K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
92+ 3.29% |
$38.3K - $45.4K
|
2.89K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
92+ 4.53% |
$38.3K - $45.4K
|
2.13K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
91+ 15.85% |
$37.9K - $45K
|
665
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
91+ 0.94% |
$37.9K - $45K
|
9.78K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 1.9% |
$37.5K - $44.5K
|
4.82K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90+ 6.21% |
$37.5K - $44.5K
|
1.54K
$829K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
90New |
$37.5K - $44.5K
|
90
$48.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 8.51% |
$37.5K - $44.5K
|
1.15K
$618K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
89+ 16.92% |
$37K - $44K
|
615
$331K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
89+ 5.07% |
$37K - $44K
|
1.84K
$993K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
88+ 1.78% |
$36.6K - $43.5K
|
5.04K
$2.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
87+ 6.01% |
$36.2K - $43K
|
1.53K
$826K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 4.81% |
$35.4K - $42K
|
1.85K
$997K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84+ 2.2% |
$35K - $41.5K
|
3.91K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
84+ 3.6% |
$35K - $41.5K
|
2.42K
$1.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
84+ 4.27% |
$35K - $41.5K
|
2.05K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
83+ 0.11% |
$34.5K - $41K
|
75.4K
$40.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 2.51% |
$34.5K - $41K
|
3.39K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
83+ 10.82% |
$34.5K - $41K
|
850
$458K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
82+ 5.69% |
$34.1K - $40.5K
|
1.52K
$820K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
81+ 13.94% |
$33.7K - $40K
|
662
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
80+ 0.86% |
$33.3K - $39.5K
|
9.33K
$5.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
80+ 13.33% |
$33.3K - $39.5K
|
680
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
79+ 8.4% |
$32.9K - $39K
|
1.02K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
79+ 4.82% |
$32.9K - $39K
|
1.72K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
78+ 123.81% |
$32.5K - $38.5K
|
141
$75.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
78+ 28.68% |
$32.5K - $38.5K
|
350
$188K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
78+ 3.86% |
$32.5K - $38.5K
|
2.1K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
78New |
$32.5K - $38.5K
|
78
$42K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 6.34% |
$32.5K - $38.5K
|
1.31K
$704K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
78+ 0.12% |
$32.5K - $38.5K
|
66.1K
$35.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78+ 152.94% |
$32.5K - $38.5K
|
129
$69.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
78+ 2.19% |
$32.5K - $38.5K
|
3.64K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77+ 0.21% |
$32K - $38K
|
36.6K
$19.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
77+ 15.71% |
$32K - $38K
|
567
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
77+ 13.41% |
$32K - $38K
|
651
$351K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
77+ 0.83% |
$32K - $38K
|
9.38K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
76+ 8.55% |
$31.6K - $37.5K
|
965
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
75+ 3.0% |
$31.2K - $37.1K
|
2.58K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
74+ 11.33% |
$30.8K - $36.6K
|
727
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
74+ 2.34% |
$30.8K - $36.6K
|
3.24K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
74+ 8.96% |
$30.8K - $36.6K
|
900
$485K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
72+ 12.97% |
$30K - $35.6K
|
627
$338K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
71+ 4.57% |
$29.5K - $35.1K
|
1.63K
$876K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
71+ 1.41% |
$29.5K - $35.1K
|
5.12K
$2.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
70+ 5.35% |
$29.1K - $34.6K
|
1.38K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
70+ 7.34% |
$29.1K - $34.6K
|
1.02K
$551K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
67+ 0.48% |
$27.9K - $33.1K
|
14K
$7.51M
|