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
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-193- 3.02% |
$62.2K - $77.3K
|
6.2K
$3.2M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-195- 2.33% |
$62.8K - $78.1K
|
8.19K
$4.22M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-195- 2.33% |
$62.8K - $78.1K
|
8.17K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-201- 1.22% |
$64.7K - $80.5K
|
16.2K
$8.38M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-202- 13.93% |
$65.1K - $80.9K
|
1.25K
$644K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-203- 5.84% |
$65.4K - $81.3K
|
3.28K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-212- 10.36% |
$68.3K - $84.9K
|
1.84K
$947K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-217- 22.08% |
$69.9K - $86.9K
|
766
$395K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-224- 0.69% |
$72.2K - $89.7K
|
32.3K
$16.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-226- 6.33% |
$72.8K - $90.5K
|
3.35K
$1.73M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-226- 19.55% |
$72.8K - $90.5K
|
930
$480K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-227- 18.03% |
$73.1K - $90.9K
|
1.03K
$533K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-232- 58.44% |
$74.7K - $92.9K
|
165
$85.2K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-234- 8.55% |
$75.4K - $93.7K
|
2.5K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-237- 23.24% |
$76.3K - $94.9K
|
783
$404K
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-244- 24.06% |
$78.6K - $97.7K
|
770
$397K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-248- 17.02% |
$79.9K - $99.3K
|
1.21K
$624K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-250- 25.0% |
$80.5K - $100K
|
750
$387K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-254- 96.58% |
$81.8K - $102K
|
9
$4.65K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-255- 2.52% |
$82.1K - $102K
|
9.86K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-255- 17.06% |
$82.1K - $102K
|
1.24K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-257- 14.58% |
$82.8K - $103K
|
1.51K
$777K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-260- 0.66% |
$83.8K - $104K
|
39.4K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-261- 27.1% |
$84.1K - $105K
|
702
$362K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-270- 2.24% |
$87K - $108K
|
11.8K
$6.08M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-270- 6.26% |
$87K - $108K
|
4.04K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-272- 3.76% |
$87.6K - $109K
|
6.96K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-273- 1.15% |
$87.9K - $109K
|
23.6K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-273- 5.78% |
$87.9K - $109K
|
4.45K
$2.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-274- 12.5% |
$88.3K - $110K
|
1.92K
$990K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-277- 26.26% |
$89.2K - $111K
|
778
$402K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-278- 3.34% |
$89.6K - $111K
|
8.03K
$4.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-279- 16.6% |
$89.9K - $112K
|
1.4K
$724K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-290- 3.45% |
$93.4K - $116K
|
8.11K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-295- 3.59% |
$95K - $118K
|
7.92K
$4.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-300- 8.34% |
$96.6K - $120K
|
3.3K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-320- 79.8% |
$103K - $128K
|
81
$41.8K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-321- 6.0% |
$103K - $129K
|
5.03K
$2.59M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-338- 7.01% |
$109K - $135K
|
4.48K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-338- 9.39% |
$109K - $135K
|
3.26K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-341- 15.18% |
$110K - $137K
|
1.91K
$983K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-343- 1.12% |
$110K - $137K
|
30.2K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-344- 3.29% |
$111K - $138K
|
10.1K
$5.21M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-354- 1.48% |
$114K - $142K
|
23.6K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-354- 1.77% |
$114K - $142K
|
19.7K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-361- 16.82% |
$116K - $145K
|
1.79K
$921K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-367- 91.75% |
$118K - $147K
|
33
$17K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-373- 3.2% |
$120K - $149K
|
11.3K
$5.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-374- 0.97% |
$120K - $150K
|
38K
$19.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-376- 2.02% |
$121K - $151K
|
18.2K
$9.4M
|