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 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
64+ 3.96% |
$26.6K - $31.6K
|
1.68K
$928K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
63+ 9.53% |
$26.2K - $31.1K
|
724
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
62+ 1.11% |
$25.8K - $30.6K
|
5.63K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
61+ 2.18% |
$25.4K - $30.1K
|
2.86K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
60+ 9.26% |
$25K - $29.6K
|
708
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
60+ 12.12% |
$25K - $29.6K
|
555
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60+ 50.0% |
$25K - $29.6K
|
180
$99.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
60+ 13.07% |
$25K - $29.6K
|
519
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
60+ 4.46% |
$25K - $29.6K
|
1.41K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
60+ 4.29% |
$25K - $29.6K
|
1.46K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
59+ 5.99% |
$24.6K - $29.1K
|
1.04K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
59+ 4.07% |
$24.6K - $29.1K
|
1.51K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
58+ 1.38% |
$24.1K - $28.7K
|
4.27K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.05% |
$24.1K - $28.7K
|
5.59K
$3.09M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
58+ 12.58% |
$24.1K - $28.7K
|
519
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
57+ 1.17% |
$23.7K - $28.2K
|
4.94K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 6.74% |
$23.7K - $28.2K
|
903
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
56+ 2.6% |
$23.3K - $27.7K
|
2.21K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
56+ 21.05% |
$23.3K - $27.7K
|
322
$178K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
56+ 2.24% |
$23.3K - $27.7K
|
2.56K
$1.41M
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
56+ 6.02% |
$23.3K - $27.7K
|
986
$545K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
55+ 0.32% |
$22.9K - $27.2K
|
17.5K
$9.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
55New |
$22.9K - $27.2K
|
55
$30.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55+ 4.06% |
$22.9K - $27.2K
|
1.41K
$778K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 8.81% |
$22.5K - $26.7K
|
667
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
54+ 2.19% |
$22.5K - $26.7K
|
2.52K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
54+ 11.09% |
$22.5K - $26.7K
|
541
$299K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53+ 7.31% |
$22.1K - $26.2K
|
778
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
53+ 4.91% |
$22.1K - $26.2K
|
1.13K
$625K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
53+ 2.12% |
$22.1K - $26.2K
|
2.55K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
51+ 5.58% |
$21.2K - $25.2K
|
965
$533K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
50+ 1.44% |
$20.8K - $24.7K
|
3.53K
$1.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
50+ 2.21% |
$20.8K - $24.7K
|
2.31K
$1.28M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
50+ 5.56% |
$20.8K - $24.7K
|
950
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
48+ 2.98% |
$20K - $23.7K
|
1.66K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
47+ 3.48% |
$19.6K - $23.2K
|
1.4K
$772K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
46+ 5.89% |
$19.1K - $22.7K
|
827
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46+ 8.46% |
$19.1K - $22.7K
|
590
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
44+ 104.76% |
$18.3K - $21.7K
|
86
$47.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 19.05% |
$18.3K - $21.7K
|
275
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
44+ 69.84% |
$18.3K - $21.7K
|
107
$59.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
44+ 6.46% |
$18.3K - $21.7K
|
725
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
44+ 0.89% |
$18.3K - $21.7K
|
4.96K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
43+ 3.33% |
$17.9K - $21.2K
|
1.33K
$737K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43+ 7.01% |
$17.9K - $21.2K
|
656
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 8.17% |
$17.9K - $21.2K
|
569
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.34% |
$16.6K - $19.8K
|
11.7K
$6.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40+ 3.96% |
$16.6K - $19.8K
|
1.05K
$579K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
39+ 0.62% |
$16.2K - $19.3K
|
6.32K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 2.65% |
$16.2K - $19.3K
|
1.51K
$835K
|