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 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
66+ 134.69% |
$24.2K - $29.4K
|
115
$59.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 3.82% |
$23.8K - $28.9K
|
1.77K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
64+ 1.62% |
$23.4K - $28.5K
|
4.01K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
63+ 0.84% |
$23.1K - $28K
|
7.53K
$3.89M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
63+ 0.84% |
$23.1K - $28K
|
7.53K
$3.89M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
62+ 3.98% |
$22.7K - $27.6K
|
1.62K
$837K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
62+ 0.82% |
$22.7K - $27.6K
|
7.63K
$3.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
61+ 8.13% |
$22.3K - $27.2K
|
811
$419K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
60+ 2.02% |
$22K - $26.7K
|
3.03K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 3.12% |
$22K - $26.7K
|
1.98K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
60+ 3.4% |
$22K - $26.7K
|
1.83K
$943K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
60+ 3.97% |
$22K - $26.7K
|
1.57K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
60+ 0.05% |
$22K - $26.7K
|
133K
$68.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
60+ 5.95% |
$22K - $26.7K
|
1.07K
$552K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60+ 0.41% |
$22K - $26.7K
|
14.8K
$7.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
59New |
$21.6K - $26.3K
|
59
$30.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
59+ 1.38% |
$21.6K - $26.3K
|
4.34K
$2.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
58+ 2.55% |
$21.2K - $25.8K
|
2.33K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
58+ 69.88% |
$21.2K - $25.8K
|
141
$72.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
58+ 3.04% |
$21.2K - $25.8K
|
1.96K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
57+ 0.62% |
$20.9K - $25.4K
|
9.22K
$4.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
57+ 15.24% |
$20.9K - $25.4K
|
431
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
57New |
$20.9K - $25.4K
|
57
$29.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
56+ 4.91% |
$20.5K - $24.9K
|
1.2K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 8.6% |
$20.5K - $24.9K
|
707
$365K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
55New |
$20.1K - $24.5K
|
55
$28.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 6.44% |
$20.1K - $24.5K
|
909
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 63.22% |
$20.1K - $24.5K
|
142
$73.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
54New |
$19.8K - $24K
|
54
$27.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
54+ 6.28% |
$19.8K - $24K
|
914
$472K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 415.38% |
$19.8K - $24K
|
67
$34.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
53+ 9.2% |
$19.4K - $23.6K
|
629
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
53New |
$19.4K - $23.6K
|
53
$27.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
52+ 3.78% |
$19K - $23.1K
|
1.43K
$737K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
52+ 5.69% |
$19K - $23.1K
|
966
$499K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
51+ 3.54% |
$18.7K - $22.7K
|
1.49K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
50+ 0.07% |
$18.3K - $22.3K
|
75.3K
$38.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 14.68% |
$17.6K - $21.4K
|
375
$194K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
47New |
$17.2K - $20.9K
|
47
$24.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 3.3% |
$17.2K - $20.9K
|
1.47K
$761K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
46+ 3.37% |
$16.9K - $20.5K
|
1.41K
$728K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 1.67% |
$16.9K - $20.5K
|
2.79K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
45+ 4.74% |
$16.5K - $20K
|
995
$514K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
45+ 0.69% |
$16.5K - $20K
|
6.55K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
45+ 6.11% |
$16.5K - $20K
|
781
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
45+ 0.19% |
$16.5K - $20K
|
24.3K
$12.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
44+ 1.68% |
$16.1K - $19.6K
|
2.66K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
44+ 6.29% |
$16.1K - $19.6K
|
744
$384K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
43+ 1.72% |
$15.8K - $19.1K
|
2.54K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 1433.33% |
$15.8K - $19.1K
|
46
$23.8K
|