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 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
60+ 5.95% |
$22K - $26.7K
|
1.07K
$586K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60+ 0.41% |
$22K - $26.7K
|
14.8K
$8.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
59New |
$21.6K - $26.3K
|
59
$32.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
59+ 1.38% |
$21.6K - $26.3K
|
4.34K
$2.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
58+ 2.55% |
$21.2K - $25.8K
|
2.33K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
58+ 69.88% |
$21.2K - $25.8K
|
141
$77.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
58+ 3.04% |
$21.2K - $25.8K
|
1.96K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
57+ 0.62% |
$20.9K - $25.4K
|
9.22K
$5.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
57+ 15.24% |
$20.9K - $25.4K
|
431
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
57New |
$20.9K - $25.4K
|
57
$31.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
56+ 4.91% |
$20.5K - $24.9K
|
1.2K
$656K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 8.6% |
$20.5K - $24.9K
|
707
$387K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
55New |
$20.1K - $24.5K
|
55
$30.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 6.44% |
$20.1K - $24.5K
|
909
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 63.22% |
$20.1K - $24.5K
|
142
$77.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
54New |
$19.8K - $24K
|
54
$29.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
54+ 6.28% |
$19.8K - $24K
|
914
$501K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 415.38% |
$19.8K - $24K
|
67
$36.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
53+ 9.2% |
$19.4K - $23.6K
|
629
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
53New |
$19.4K - $23.6K
|
53
$29K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
52+ 3.78% |
$19K - $23.1K
|
1.43K
$782K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
52+ 5.69% |
$19K - $23.1K
|
966
$529K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
51+ 3.54% |
$18.7K - $22.7K
|
1.49K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
50+ 0.07% |
$18.3K - $22.3K
|
75.3K
$41.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 14.68% |
$17.6K - $21.4K
|
375
$205K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
47New |
$17.2K - $20.9K
|
47
$25.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 3.3% |
$17.2K - $20.9K
|
1.47K
$807K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
46+ 3.37% |
$16.9K - $20.5K
|
1.41K
$772K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 1.67% |
$16.9K - $20.5K
|
2.79K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
45+ 4.74% |
$16.5K - $20K
|
995
$545K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
45+ 0.69% |
$16.5K - $20K
|
6.55K
$3.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
45+ 6.11% |
$16.5K - $20K
|
781
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
45+ 0.19% |
$16.5K - $20K
|
24.3K
$13.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
44+ 1.68% |
$16.1K - $19.6K
|
2.66K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
44+ 6.29% |
$16.1K - $19.6K
|
744
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
43+ 1.72% |
$15.8K - $19.1K
|
2.54K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 1433.33% |
$15.8K - $19.1K
|
46
$25.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
41+ 4.25% |
$15K - $18.2K
|
1.01K
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
41+ 4.79% |
$15K - $18.2K
|
897
$491K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
41+ 0.47% |
$15K - $18.2K
|
8.75K
$4.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
41+ 1.23% |
$15K - $18.2K
|
3.38K
$1.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 4.66% |
$15K - $18.2K
|
921
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
41+ 6.7% |
$15K - $18.2K
|
653
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
41+ 0.76% |
$15K - $18.2K
|
5.45K
$2.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
40+ 5.43% |
$14.7K - $17.8K
|
777
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
38+ 2.27% |
$13.9K - $16.9K
|
1.71K
$939K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
38New |
$13.9K - $16.9K
|
38
$20.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 7.24% |
$13.6K - $16.5K
|
548
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
37+ 1.13% |
$13.6K - $16.5K
|
3.31K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$13.2K - $16K
|
36
$19.7K
|