Purchases and Sales Made in Q1 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
319+ 0.83% |
$103K - $128K
|
38.7K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
316+ 43.53% |
$102K - $127K
|
1.04K
$561K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
316+ 0.54% |
$102K - $127K
|
58.7K
$31.6M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
309+ 34.45% |
$99.5K - $124K
|
1.21K
$649K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
303+ 6.55% |
$97.6K - $121K
|
4.93K
$2.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
301+ 13.52% |
$97K - $121K
|
2.53K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 5.84% |
$97K - $121K
|
5.46K
$2.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
300+ 0.45% |
$96.6K - $120K
|
66.6K
$35.9M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300+ 25.64% |
$96.6K - $120K
|
1.47K
$792K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
298+ 2.29% |
$96K - $119K
|
13.3K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
294+ 79.46% |
$94.7K - $118K
|
664
$358K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
293+ 0.38% |
$94.4K - $117K
|
77.8K
$41.9M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
292+ 19.64% |
$94.1K - $117K
|
1.78K
$958K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
291+ 7.88% |
$93.7K - $117K
|
3.99K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
288+ 5.55% |
$92.8K - $115K
|
5.48K
$2.95M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
280+ 482.76% |
$90.2K - $112K
|
338
$182K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
277+ 6.48% |
$89.2K - $111K
|
4.55K
$2.45M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
276+ 0.33% |
$88.9K - $111K
|
83.4K
$44.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
275+ 0.69% |
$88.6K - $110K
|
40K
$21.5M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
271New |
$87.3K - $109K
|
271
$146K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
268+ 190.07% |
$86.3K - $107K
|
409
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
266+ 19.29% |
$85.7K - $107K
|
1.65K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
260+ 3.49% |
$83.8K - $104K
|
7.72K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
259+ 17.08% |
$83.4K - $104K
|
1.78K
$956K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
257New |
$82.8K - $103K
|
257
$138K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
251+ 12.17% |
$80.9K - $101K
|
2.31K
$1.25M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
251+ 6.4% |
$80.9K - $101K
|
4.17K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
249+ 34.16% |
$80.2K - $99.7K
|
978
$527K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
247+ 0.32% |
$79.6K - $98.9K
|
77.3K
$41.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
243New |
$78.3K - $97.3K
|
243
$131K
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
242+ 11.57% |
$78K - $96.9K
|
2.33K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
233+ 0.86% |
$75.1K - $93.3K
|
27.4K
$14.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
231+ 2.02% |
$74.4K - $92.5K
|
11.7K
$6.29M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
229+ 2.56% |
$73.8K - $91.7K
|
9.17K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
229+ 3.87% |
$73.8K - $91.7K
|
6.15K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
228+ 4.26% |
$73.4K - $91.3K
|
5.58K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
221+ 2.82% |
$71.2K - $88.5K
|
8.07K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
218+ 25.29% |
$70.2K - $87.3K
|
1.08K
$582K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
217+ 0.53% |
$69.9K - $86.9K
|
41.5K
$22.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
216+ 1.97% |
$69.6K - $86.5K
|
11.2K
$6.02M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
215+ 1.69% |
$69.3K - $86.1K
|
12.9K
$6.97M
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
214+ 23.29% |
$68.9K - $85.7K
|
1.13K
$610K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
212+ 3.56% |
$68.3K - $84.9K
|
6.16K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
212+ 424.0% |
$68.3K - $84.9K
|
262
$141K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
210+ 1.06% |
$67.6K - $84.1K
|
20K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
209+ 24.59% |
$67.3K - $83.7K
|
1.06K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
208+ 2.86% |
$67K - $83.3K
|
7.47K
$4.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
205+ 19.81% |
$66K - $82.1K
|
1.24K
$668K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
203+ 10.22% |
$65.4K - $81.3K
|
2.19K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200+ 18.07% |
$64.4K - $80.1K
|
1.31K
$704K
|