Purchases and Sales Made in Q3 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 8.51% |
$37.5K - $44.5K
|
1.15K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
90New |
$37.5K - $44.5K
|
90
$49.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 1.9% |
$37.5K - $44.5K
|
4.82K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90+ 6.21% |
$37.5K - $44.5K
|
1.54K
$851K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
89+ 5.07% |
$37K - $44K
|
1.84K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
89+ 16.92% |
$37K - $44K
|
615
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
88+ 1.78% |
$36.6K - $43.5K
|
5.04K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
87+ 6.01% |
$36.2K - $43K
|
1.53K
$847K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 4.81% |
$35.4K - $42K
|
1.85K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
84+ 4.27% |
$35K - $41.5K
|
2.05K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
84+ 3.6% |
$35K - $41.5K
|
2.42K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84+ 2.2% |
$35K - $41.5K
|
3.91K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
83+ 10.82% |
$34.5K - $41K
|
850
$469K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 2.51% |
$34.5K - $41K
|
3.39K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
83+ 0.11% |
$34.5K - $41K
|
75.4K
$41.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
82+ 5.69% |
$34.1K - $40.5K
|
1.52K
$841K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
81+ 13.94% |
$33.7K - $40K
|
662
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
80+ 13.33% |
$33.3K - $39.5K
|
680
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
80+ 0.86% |
$33.3K - $39.5K
|
9.33K
$5.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
79+ 4.82% |
$32.9K - $39K
|
1.72K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
79+ 8.4% |
$32.9K - $39K
|
1.02K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
78+ 2.19% |
$32.5K - $38.5K
|
3.64K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78+ 152.94% |
$32.5K - $38.5K
|
129
$71.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
78+ 0.12% |
$32.5K - $38.5K
|
66.1K
$36.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 6.34% |
$32.5K - $38.5K
|
1.31K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
78New |
$32.5K - $38.5K
|
78
$43.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
78+ 3.86% |
$32.5K - $38.5K
|
2.1K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
78+ 28.68% |
$32.5K - $38.5K
|
350
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
78+ 123.81% |
$32.5K - $38.5K
|
141
$77.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
77+ 0.83% |
$32K - $38K
|
9.38K
$5.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
77+ 13.41% |
$32K - $38K
|
651
$360K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
77+ 15.71% |
$32K - $38K
|
567
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77+ 0.21% |
$32K - $38K
|
36.6K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
76+ 8.55% |
$31.6K - $37.5K
|
965
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
75+ 3.0% |
$31.2K - $37.1K
|
2.58K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
74+ 8.96% |
$30.8K - $36.6K
|
900
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
74+ 2.34% |
$30.8K - $36.6K
|
3.24K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
74+ 11.33% |
$30.8K - $36.6K
|
727
$402K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
72+ 12.97% |
$30K - $35.6K
|
627
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
71+ 1.41% |
$29.5K - $35.1K
|
5.12K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
71+ 4.57% |
$29.5K - $35.1K
|
1.63K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
70+ 7.34% |
$29.1K - $34.6K
|
1.02K
$566K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
70+ 5.35% |
$29.1K - $34.6K
|
1.38K
$762K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
68New |
$28.3K - $33.6K
|
68
$37.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
67+ 0.48% |
$27.9K - $33.1K
|
14K
$7.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66+ 15.68% |
$27.5K - $32.6K
|
487
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
66+ 4.44% |
$27.5K - $32.6K
|
1.55K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66+ 2.66% |
$27.5K - $32.6K
|
2.54K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 7.43% |
$27K - $32.1K
|
940
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
65+ 1.43% |
$27K - $32.1K
|
4.61K
$2.54M
|