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 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21New |
$6.76K - $8.41K
|
21
$11.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
20+ 1.02% |
$6.44K - $8.01K
|
1.98K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 13.16% |
$6.44K - $8.01K
|
172
$92.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 9.39% |
$6.44K - $8.01K
|
233
$125K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
20+ 2.93% |
$6.44K - $8.01K
|
702
$378K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
20+ 2.31% |
$6.44K - $8.01K
|
884
$476K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 1.16% |
$6.12K - $7.61K
|
1.66K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
19+ 1.42% |
$6.12K - $7.61K
|
1.36K
$732K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18New |
$5.8K - $7.21K
|
18
$9.69K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
18New |
$5.8K - $7.21K
|
18
$9.69K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17+ 0.48% |
$5.48K - $6.81K
|
3.58K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
17+ 0.19% |
$5.48K - $6.81K
|
8.92K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17New |
$5.48K - $6.81K
|
17
$9.16K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
17New |
$5.48K - $6.81K
|
17
$9.16K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16+ 1.05% |
$5.15K - $6.41K
|
1.54K
$828K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16+ 0.16% |
$5.15K - $6.41K
|
9.99K
$5.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
15New |
$4.83K - $6.01K
|
15
$8.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15+ 1.32% |
$4.83K - $6.01K
|
1.15K
$620K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 7.43% |
$4.83K - $6.01K
|
217
$117K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
15New |
$4.83K - $6.01K
|
15
$8.08K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 1.39% |
$4.83K - $6.01K
|
1.1K
$590K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
15+ 0.22% |
$4.83K - $6.01K
|
6.83K
$3.68M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
15New |
$4.83K - $6.01K
|
15
$8.08K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
15New |
$4.83K - $6.01K
|
15
$8.08K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 10.49% |
$4.83K - $6.01K
|
158
$85.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
14+ 0.57% |
$4.51K - $5.61K
|
2.48K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
14+ 2.39% |
$4.51K - $5.61K
|
599
$323K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14+ 0.15% |
$4.51K - $5.61K
|
9.66K
$5.2M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
14+ 17.5% |
$4.51K - $5.61K
|
94
$50.6K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14+ 0.51% |
$4.51K - $5.61K
|
2.75K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14+ 1.24% |
$4.51K - $5.61K
|
1.14K
$613K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
13+ 2.17% |
$4.19K - $5.21K
|
613
$330K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
13+ 0.58% |
$4.19K - $5.21K
|
2.25K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12+ 1.24% |
$3.87K - $4.81K
|
982
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12+ 0.98% |
$3.87K - $4.81K
|
1.24K
$666K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
12New |
$3.87K - $4.81K
|
12
$6.46K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
11+ 33.33% |
$3.54K - $4.41K
|
44
$23.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11+ 8.94% |
$3.54K - $4.41K
|
134
$72.2K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
11+ 0.55% |
$3.54K - $4.41K
|
2.01K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11+ 18.97% |
$3.54K - $4.41K
|
69
$37.2K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11+ 1.54% |
$3.54K - $4.41K
|
727
$392K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
11+ 0.2% |
$3.54K - $4.41K
|
5.41K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10+ 1.38% |
$3.22K - $4.01K
|
736
$396K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 2.93% |
$3.22K - $4.01K
|
351
$189K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10New |
$3.22K - $4.01K
|
10
$5.39K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
10+ 0.28% |
$3.22K - $4.01K
|
3.56K
$1.92M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10+ 1.61% |
$3.22K - $4.01K
|
630
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 128.57% |
$2.9K - $3.61K
|
16
$8.62K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 10.34% |
$2.9K - $3.61K
|
96
$51.7K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9+ 0.07% |
$2.9K - $3.61K
|
13K
$7M
|