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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
93+ 7.33% |
$34.1K - $41.4K
|
1.36K
$703K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
91+ 3.21% |
$33.3K - $40.5K
|
2.92K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
90+ 5.89% |
$33K - $40.1K
|
1.62K
$835K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
90New |
$33K - $40.1K
|
90
$46.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
90+ 11.52% |
$33K - $40.1K
|
871
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
90+ 4.96% |
$33K - $40.1K
|
1.9K
$983K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 28.34% |
$32.6K - $39.6K
|
403
$208K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
88+ 1.55% |
$32.2K - $39.2K
|
5.78K
$2.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
88+ 16.7% |
$32.2K - $39.2K
|
615
$318K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
88+ 0.04% |
$32.2K - $39.2K
|
235K
$121M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
87+ 55.06% |
$31.9K - $38.7K
|
245
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 0.9% |
$31.9K - $38.7K
|
9.75K
$5.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
85+ 35.86% |
$31.1K - $37.8K
|
322
$166K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
84+ 0.44% |
$30.8K - $37.4K
|
19K
$9.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
84+ 10.26% |
$30.8K - $37.4K
|
903
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$30.8K - $37.4K
|
84
$43.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
83+ 5.92% |
$30.4K - $36.9K
|
1.49K
$767K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
82+ 5.35% |
$30K - $36.5K
|
1.62K
$834K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
81+ 3.22% |
$29.7K - $36.1K
|
2.59K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
81+ 1.34% |
$29.7K - $36.1K
|
6.14K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
80+ 9.67% |
$29.3K - $35.6K
|
907
$468K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
79+ 6.43% |
$28.9K - $35.2K
|
1.31K
$676K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
77+ 7.02% |
$28.2K - $34.3K
|
1.17K
$606K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
77+ 4.56% |
$28.2K - $34.3K
|
1.77K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
77+ 0.27% |
$28.2K - $34.3K
|
29.1K
$15M
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
77+ 10.69% |
$28.2K - $34.3K
|
797
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
76+ 11.71% |
$27.8K - $33.8K
|
725
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
75+ 1.21% |
$27.5K - $33.4K
|
6.28K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
74+ 2.72% |
$27.1K - $32.9K
|
2.8K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
73+ 2.69% |
$26.7K - $32.5K
|
2.79K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
73+ 0.85% |
$26.7K - $32.5K
|
8.62K
$4.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
72+ 11.16% |
$26.4K - $32K
|
717
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
72+ 8.81% |
$26.4K - $32K
|
889
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
72+ 1.64% |
$26.4K - $32K
|
4.47K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
72+ 0.09% |
$26.4K - $32K
|
84.4K
$43.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
72+ 40.0% |
$26.4K - $32K
|
252
$130K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
71+ 2.85% |
$26K - $31.6K
|
2.57K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 1.32% |
$26K - $31.6K
|
5.43K
$2.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
71+ 12.01% |
$26K - $31.6K
|
662
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
70+ 2.0% |
$25.6K - $31.2K
|
3.56K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
70+ 7.9% |
$25.6K - $31.2K
|
956
$494K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
69+ 57.02% |
$25.3K - $30.7K
|
190
$98.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
69+ 3.89% |
$25.3K - $30.7K
|
1.85K
$953K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
69+ 7.14% |
$25.3K - $30.7K
|
1.04K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
69+ 1.46% |
$25.3K - $30.7K
|
4.81K
$2.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
68+ 4.21% |
$24.9K - $30.3K
|
1.68K
$869K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68+ 31.48% |
$24.9K - $30.3K
|
284
$147K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
68+ 10.09% |
$24.9K - $30.3K
|
742
$383K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 12.07% |
$24.2K - $29.4K
|
613
$317K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66+ 1.85% |
$24.2K - $29.4K
|
3.63K
$1.87M
|