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 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
42+ 200.0% |
$13.5K - $16.8K
|
63
$33.9K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
41+ 0.73% |
$13.2K - $16.4K
|
5.69K
$3.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
41+ 0.77% |
$13.2K - $16.4K
|
5.34K
$2.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
41+ 5.5% |
$13.2K - $16.4K
|
786
$423K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40+ 2.78% |
$12.9K - $16K
|
1.48K
$796K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 5.24% |
$12.9K - $16K
|
804
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
39+ 2.72% |
$12.6K - $15.6K
|
1.47K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
39+ 1.75% |
$12.6K - $15.6K
|
2.27K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
38+ 2.86% |
$12.2K - $15.2K
|
1.37K
$737K
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
BUY
|
- |
38+ 0.16% |
$12.2K - $15.2K
|
24.3K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 0.6% |
$12.2K - $15.2K
|
6.34K
$3.41M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 2.66% |
$11.9K - $14.8K
|
1.43K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
36+ 3.29% |
$11.6K - $14.4K
|
1.13K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36+ 2.11% |
$11.6K - $14.4K
|
1.74K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
36+ 0.32% |
$11.6K - $14.4K
|
11.2K
$6.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
35+ 3.58% |
$11.3K - $14K
|
1.01K
$545K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
34+ 2.11% |
$11K - $13.6K
|
1.65K
$886K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
32+ 0.93% |
$10.3K - $12.8K
|
3.47K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
32+ 0.68% |
$10.3K - $12.8K
|
4.74K
$2.55M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 34.44% |
$9.99K - $12.4K
|
121
$65.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
31+ 0.04% |
$9.99K - $12.4K
|
71.7K
$38.6M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
31+ 0.2% |
$9.99K - $12.4K
|
15.5K
$8.35M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
30New |
$9.66K - $12K
|
30
$16.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
30New |
$9.66K - $12K
|
30
$16.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30+ 200.0% |
$9.66K - $12K
|
45
$24.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 5.74% |
$9.34K - $11.6K
|
534
$288K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
29+ 0.68% |
$9.34K - $11.6K
|
4.29K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
29+ 3.96% |
$9.34K - $11.6K
|
761
$410K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
28+ 0.35% |
$9.02K - $11.2K
|
8.07K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28+ 2.19% |
$9.02K - $11.2K
|
1.31K
$704K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
27+ 3.79% |
$8.7K - $10.8K
|
740
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27+ 0.51% |
$8.7K - $10.8K
|
5.36K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 3.14% |
$8.38K - $10.4K
|
854
$460K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26+ 0.02% |
$8.38K - $10.4K
|
160K
$85.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
25New |
$8.05K - $10K
|
25
$13.5K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
25+ 2.52% |
$8.05K - $10K
|
1.02K
$548K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
25+ 2.43% |
$8.05K - $10K
|
1.05K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
25+ 4.08% |
$8.05K - $10K
|
637
$343K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
24+ 3.55% |
$7.73K - $9.61K
|
700
$377K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
24+ 3.69% |
$7.73K - $9.61K
|
674
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
23+ 2.31% |
$7.41K - $9.21K
|
1.02K
$549K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 0.8% |
$7.41K - $9.21K
|
2.9K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23+ 1.53% |
$7.41K - $9.21K
|
1.53K
$823K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
23+ 48.94% |
$7.41K - $9.21K
|
70
$37.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23+ 3.47% |
$7.41K - $9.21K
|
685
$369K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
22+ 0.41% |
$7.09K - $8.81K
|
5.35K
$2.88M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.58% |
$7.09K - $8.81K
|
876
$472K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
21+ 1.36% |
$6.76K - $8.41K
|
1.57K
$844K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
21New |
$6.76K - $8.41K
|
21
$11.3K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
21+ 3.25% |
$6.76K - $8.41K
|
668
$360K
|