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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30- 2.22% |
$9.66K - $12K
|
1.32K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-30- 2.01% |
$9.66K - $12K
|
1.46K
$786K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-30- 51.72% |
$9.66K - $12K
|
28
$15.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 4.41% |
$9.66K - $12K
|
651
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-31- 1.97% |
$9.99K - $12.4K
|
1.54K
$832K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-31- 81.58% |
$9.99K - $12.4K
|
7
$3.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-32- 1.69% |
$10.3K - $12.8K
|
1.86K
$1M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-32- 0.81% |
$10.3K - $12.8K
|
3.94K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-33- 0.05% |
$10.6K - $13.2K
|
66.7K
$35.9M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 2.0% |
$10.6K - $13.2K
|
1.62K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.97% |
$11.3K - $14K
|
3.56K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-35- 3.85% |
$11.3K - $14K
|
875
$471K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-36- 2.57% |
$11.6K - $14.4K
|
1.36K
$735K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-36- 0.96% |
$11.6K - $14.4K
|
3.7K
$1.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-36- 2.09% |
$11.6K - $14.4K
|
1.68K
$906K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-36- 1.37% |
$11.6K - $14.4K
|
2.6K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-36- 8.39% |
$11.6K - $14.4K
|
393
$212K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-37- 1.4% |
$11.9K - $14.8K
|
2.61K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-40- 3.96% |
$12.9K - $16K
|
970
$522K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-40- 1.05% |
$12.9K - $16K
|
3.76K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-41- 3.02% |
$13.2K - $16.4K
|
1.32K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-41- 0.19% |
$13.2K - $16.4K
|
21.4K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-42- 1.24% |
$13.5K - $16.8K
|
3.34K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-42- 2.08% |
$13.5K - $16.8K
|
1.98K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-43- 1.92% |
$13.9K - $17.2K
|
2.2K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-43- 3.08% |
$13.9K - $17.2K
|
1.35K
$728K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-45- 1.63% |
$14.5K - $18K
|
2.71K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-45- 0.07% |
$14.5K - $18K
|
66.1K
$35.6M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-45- 1.35% |
$14.5K - $18K
|
3.3K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-46- 2.23% |
$14.8K - $18.4K
|
2.02K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-46- 2.34% |
$14.8K - $18.4K
|
1.92K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-47- 1.5% |
$15.1K - $18.8K
|
3.1K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-47- 0.47% |
$15.1K - $18.8K
|
9.86K
$5.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-48- 0.71% |
$15.5K - $19.2K
|
6.76K
$3.64M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-50- 2.34% |
$16.1K - $20K
|
2.08K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-50- 1.39% |
$16.1K - $20K
|
3.54K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-50- 4.26% |
$16.1K - $20K
|
1.13K
$606K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-50- 0.73% |
$16.1K - $20K
|
6.75K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-50- 6.33% |
$16.1K - $20K
|
740
$399K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.24% |
$16.1K - $20K
|
21.2K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-50- 6.61% |
$16.1K - $20K
|
707
$381K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-50- 2.22% |
$16.1K - $20K
|
2.2K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 2.0% |
$16.1K - $20K
|
2.45K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-53- 2.52% |
$17.1K - $21.2K
|
2.05K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54- 2.84% |
$17.4K - $21.6K
|
1.85K
$994K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-57- 34.55% |
$18.4K - $22.8K
|
108
$58.2K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-57- 4.83% |
$18.4K - $22.8K
|
1.12K
$605K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-58- 0.88% |
$18.7K - $23.2K
|
6.5K
$3.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 3.51% |
$19K - $23.6K
|
1.62K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-59- 3.4% |
$19K - $23.6K
|
1.68K
$904K
|