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 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
70+ 0.02% |
$22.5K - $28K
|
408K
$221M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
70New |
$22.5K - $28K
|
70
$37.9K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
70+ 6.98% |
$22.5K - $28K
|
1.07K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
69+ 9.1% |
$22.2K - $27.6K
|
827
$448K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
68+ 2.75% |
$21.9K - $27.2K
|
2.54K
$1.38M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 7.76% |
$21.6K - $26.8K
|
930
$504K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
67+ 3.92% |
$21.6K - $26.8K
|
1.78K
$963K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
67New |
$21.6K - $26.8K
|
67
$36.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
66+ 11.0% |
$21.3K - $26.4K
|
666
$361K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
66+ 5.67% |
$21.3K - $26.4K
|
1.23K
$666K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
65+ 10.57% |
$20.9K - $26K
|
680
$369K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 3.98% |
$20.9K - $26K
|
1.7K
$921K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
65+ 1.87% |
$20.9K - $26K
|
3.55K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
64+ 0.54% |
$20.6K - $25.6K
|
11.9K
$6.43M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
63+ 20.26% |
$20.3K - $25.2K
|
374
$203K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.26% |
$19.3K - $24K
|
22.9K
$12.4M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 7.28% |
$19.3K - $24K
|
884
$479K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
58+ 4.19% |
$18.7K - $23.2K
|
1.44K
$781K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
57+ 380.0% |
$18.4K - $22.8K
|
72
$39K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
56+ 0.3% |
$18K - $22.4K
|
19K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
56+ 3.44% |
$18K - $22.4K
|
1.68K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
56+ 7.26% |
$18K - $22.4K
|
827
$448K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55New |
$17.7K - $22K
|
55
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
54+ 4.97% |
$17.4K - $21.6K
|
1.14K
$618K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
53+ 1.37% |
$17.1K - $21.2K
|
3.94K
$2.13M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
53+ 4.15% |
$17.1K - $21.2K
|
1.33K
$721K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 3.72% |
$16.8K - $20.8K
|
1.45K
$785K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
51+ 3.11% |
$16.4K - $20.4K
|
1.69K
$916K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
51+ 1.63% |
$16.4K - $20.4K
|
3.18K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
51+ 6.55% |
$16.4K - $20.4K
|
830
$450K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
51+ 1.25% |
$16.4K - $20.4K
|
4.14K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
51+ 2.76% |
$16.4K - $20.4K
|
1.9K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50New |
$16.1K - $20K
|
50
$27.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
50+ 8.33% |
$16.1K - $20K
|
650
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 28.57% |
$16.1K - $20K
|
225
$122K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
49New |
$15.8K - $19.6K
|
49
$26.6K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49+ 3.35% |
$15.8K - $19.6K
|
1.51K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
49New |
$15.8K - $19.6K
|
49
$26.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$15.5K - $19.2K
|
48
$26K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
48+ 1.06% |
$15.5K - $19.2K
|
4.57K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
48+ 0.71% |
$15.5K - $19.2K
|
6.79K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
46+ 0.94% |
$14.8K - $18.4K
|
4.93K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
46+ 5.79% |
$14.8K - $18.4K
|
840
$455K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
46+ 418.18% |
$14.8K - $18.4K
|
57
$30.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
45New |
$14.5K - $18K
|
45
$24.4K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
44+ 3.28% |
$14.2K - $17.6K
|
1.39K
$752K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
44+ 6.98% |
$14.2K - $17.6K
|
674
$365K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
43+ 3.41% |
$13.9K - $17.2K
|
1.3K
$706K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
42+ 2.77% |
$13.5K - $16.8K
|
1.56K
$843K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
42+ 6.43% |
$13.5K - $16.8K
|
695
$377K
|