Purchases and Sales Made in Q2 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
173+ 34.06% |
$63.4K - $77K
|
681
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
172+ 1.57% |
$63K - $76.6K
|
11.1K
$6.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
172+ 0.29% |
$63K - $76.6K
|
59.2K
$32.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
170+ 1.79% |
$62.3K - $75.7K
|
9.66K
$5.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170+ 98.84% |
$62.3K - $75.7K
|
342
$185K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
170+ 0.5% |
$62.3K - $75.7K
|
34K
$18.4M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
165+ 17.37% |
$60.4K - $73.4K
|
1.12K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
164+ 2.04% |
$60.1K - $73K
|
8.2K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
163+ 1.78% |
$59.7K - $72.6K
|
9.3K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
163+ 8.27% |
$59.7K - $72.6K
|
2.13K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
162+ 3.29% |
$59.3K - $72.1K
|
5.09K
$2.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
162+ 1.86% |
$59.3K - $72.1K
|
8.88K
$4.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
160+ 0.68% |
$58.6K - $71.2K
|
23.6K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
159+ 1.42% |
$58.2K - $70.8K
|
11.3K
$6.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
158+ 2.01% |
$57.9K - $70.3K
|
8K
$4.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
156+ 44.44% |
$57.1K - $69.4K
|
507
$275K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
153+ 6.01% |
$56.1K - $68.1K
|
2.7K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
152+ 3.33% |
$55.7K - $67.7K
|
4.71K
$2.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
150+ 87.72% |
$55K - $66.8K
|
321
$174K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
150+ 13.94% |
$55K - $66.8K
|
1.23K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
148+ 3.97% |
$54.2K - $65.9K
|
3.88K
$2.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
147+ 2.54% |
$53.9K - $65.4K
|
5.93K
$3.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
146+ 5.62% |
$53.5K - $65K
|
2.74K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
146+ 2.86% |
$53.5K - $65K
|
5.26K
$2.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
144+ 15.91% |
$52.8K - $64.1K
|
1.05K
$569K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
144+ 9.25% |
$52.8K - $64.1K
|
1.7K
$922K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
144+ 4.65% |
$52.8K - $64.1K
|
3.24K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
144+ 15.89% |
$52.8K - $64.1K
|
1.05K
$569K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
142+ 9.81% |
$52K - $63.2K
|
1.59K
$862K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 29.31% |
$51.7K - $62.8K
|
622
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
141+ 20.83% |
$51.7K - $62.8K
|
818
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
141+ 3.46% |
$51.7K - $62.8K
|
4.21K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
141+ 1.48% |
$51.7K - $62.8K
|
9.69K
$5.25M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
140+ 2.24% |
$51.3K - $62.3K
|
6.39K
$3.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
140+ 1.58% |
$51.3K - $62.3K
|
9.01K
$4.88M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
140+ 23.69% |
$51.3K - $62.3K
|
731
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
137+ 3.1% |
$50.2K - $61K
|
4.56K
$2.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
133+ 10.18% |
$48.7K - $59.2K
|
1.44K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
133+ 14.19% |
$48.7K - $59.2K
|
1.07K
$580K
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
129+ 2.83% |
$47.3K - $57.4K
|
4.7K
$2.55M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
128+ 13.76% |
$46.9K - $57K
|
1.06K
$574K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
128+ 11.85% |
$46.9K - $57K
|
1.21K
$655K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
127+ 0.45% |
$46.5K - $56.5K
|
28.1K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
127+ 19.94% |
$46.5K - $56.5K
|
764
$414K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
126+ 6.36% |
$46.2K - $56.1K
|
2.11K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
124+ 1.05% |
$45.4K - $55.2K
|
11.9K
$6.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
123+ 1.67% |
$45.1K - $54.7K
|
7.51K
$4.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
123New |
$45.1K - $54.7K
|
123
$66.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
123+ 5.31% |
$45.1K - $54.7K
|
2.44K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
121+ 0.78% |
$44.3K - $53.9K
|
15.6K
$8.47M
|