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 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
38New |
$13.9K - $16.9K
|
38
$22.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 7.24% |
$13.6K - $16.5K
|
548
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
37+ 1.13% |
$13.6K - $16.5K
|
3.31K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$13.2K - $16K
|
36
$21.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
36+ 4.04% |
$13.2K - $16K
|
927
$552K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
36+ 2.95% |
$13.2K - $16K
|
1.26K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
36+ 1.06% |
$13.2K - $16K
|
3.45K
$2.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
35+ 218.75% |
$12.8K - $15.6K
|
51
$30.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
35+ 5.71% |
$12.8K - $15.6K
|
648
$386K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35+ 0.65% |
$12.8K - $15.6K
|
5.43K
$3.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
35+ 2.38% |
$12.8K - $15.6K
|
1.51K
$897K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35+ 4.35% |
$12.8K - $15.6K
|
839
$500K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
34New |
$12.5K - $15.1K
|
34
$20.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
33+ 0.22% |
$12.1K - $14.7K
|
15.2K
$9.06M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
33+ 0.84% |
$12.1K - $14.7K
|
3.97K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
32+ 6.36% |
$11.7K - $14.2K
|
535
$319K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
31+ 2.38% |
$11.4K - $13.8K
|
1.33K
$794K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
31+ 14.49% |
$11.4K - $13.8K
|
245
$146K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 32.98% |
$11.4K - $13.8K
|
125
$74.4K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 15.15% |
$11K - $13.4K
|
228
$136K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
29+ 3.92% |
$10.6K - $12.9K
|
769
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
29+ 0.29% |
$10.6K - $12.9K
|
10K
$5.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
28New |
$10.3K - $12.5K
|
28
$16.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.79% |
$10.3K - $12.5K
|
3.57K
$2.13M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.74% |
$10.3K - $12.5K
|
3.79K
$2.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27+ 385.71% |
$9.89K - $12K
|
34
$20.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.1% |
$9.89K - $12K
|
26.4K
$15.7M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
27+ 0.23% |
$9.89K - $12K
|
11.7K
$6.94M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
26+ 2.68% |
$9.52K - $11.6K
|
996
$593K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
26+ 2.29% |
$9.52K - $11.6K
|
1.16K
$690K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
25+ 5.26% |
$9.16K - $11.1K
|
500
$298K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
25+ 4.91% |
$9.16K - $11.1K
|
534
$318K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25+ 147.06% |
$9.16K - $11.1K
|
42
$25K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25+ 21.93% |
$9.16K - $11.1K
|
139
$82.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$8.79K - $10.7K
|
24
$14.3K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
23+ 3.41% |
$8.43K - $10.2K
|
697
$415K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22+ 1.26% |
$8.06K - $9.79K
|
1.77K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
22+ 3.99% |
$8.06K - $9.79K
|
574
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21+ 2.48% |
$7.69K - $9.35K
|
868
$517K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
21+ 70.0% |
$7.69K - $9.35K
|
51
$30.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
21+ 3.13% |
$7.69K - $9.35K
|
693
$413K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
21+ 3.49% |
$7.69K - $9.35K
|
623
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
21New |
$7.69K - $9.35K
|
21
$12.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
21New |
$7.69K - $9.35K
|
21
$12.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 14.71% |
$7.33K - $8.9K
|
156
$92.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
20+ 3.22% |
$7.33K - $8.9K
|
641
$382K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20+ 3.06% |
$7.33K - $8.9K
|
673
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
20+ 0.85% |
$7.33K - $8.9K
|
2.37K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 17.39% |
$7.33K - $8.9K
|
135
$80.4K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
20+ 1.28% |
$7.33K - $8.9K
|
1.59K
$945K
|