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 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23+ 0.18% |
$9.57K - $11.4K
|
12.8K
$7.08M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
23+ 0.41% |
$9.57K - $11.4K
|
5.69K
$3.14M
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 16.55% |
$9.57K - $11.4K
|
162
$89.5K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22+ 0.3% |
$9.16K - $10.9K
|
7.39K
$4.08M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
21+ 1.61% |
$8.74K - $10.4K
|
1.33K
$734K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 13.29% |
$8.74K - $10.4K
|
179
$98.9K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
21+ 0.98% |
$8.74K - $10.4K
|
2.16K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
21+ 2.02% |
$8.74K - $10.4K
|
1.06K
$587K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
20+ 2.01% |
$8.32K - $9.88K
|
1.02K
$561K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.37% |
$8.32K - $9.88K
|
5.45K
$3.01M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 5.85% |
$8.32K - $9.88K
|
362
$200K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20+ 4.14% |
$8.32K - $9.88K
|
503
$278K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 20.65% |
$7.91K - $9.39K
|
111
$61.3K
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
19+ 0.85% |
$7.91K - $9.39K
|
2.26K
$1.25M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
18+ 2.34% |
$7.49K - $8.89K
|
787
$435K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18+ 2.94% |
$7.49K - $8.89K
|
630
$348K
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
18+ 0.01% |
$7.49K - $8.89K
|
160K
$88.5M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18+ 1.88% |
$7.49K - $8.89K
|
974
$538K
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
17+ 1.62% |
$7.07K - $8.4K
|
1.07K
$589K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$6.66K - $7.9K
|
16
$8.84K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 4.86% |
$6.66K - $7.9K
|
345
$191K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
16+ 1.42% |
$6.66K - $7.9K
|
1.14K
$630K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
16+ 1.33% |
$6.66K - $7.9K
|
1.22K
$672K
|
|
Nov 12, 2024
Q3 2024
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
16+ 0.77% |
$6.66K - $7.9K
|
2.09K
$1.15M
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
15+ 1.73% |
$6.24K - $7.41K
|
883
$488K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 2.94% |
$6.24K - $7.41K
|
525
$290K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15+ 3.22% |
$6.24K - $7.41K
|
481
$266K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15+ 2.54% |
$6.24K - $7.41K
|
605
$334K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 10.79% |
$6.24K - $7.41K
|
154
$85.1K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
15+ 1.88% |
$6.24K - $7.41K
|
813
$449K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 9.26% |
$6.24K - $7.41K
|
177
$97.8K
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
15+ 1.22% |
$6.24K - $7.41K
|
1.25K
$689K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
15New |
$6.24K - $7.41K
|
15
$8.29K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
15New |
$6.24K - $7.41K
|
15
$8.29K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 1.49% |
$6.24K - $7.41K
|
1.02K
$566K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.83K - $6.92K
|
14
$7.73K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 1.31% |
$5.83K - $6.92K
|
1.08K
$599K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14+ 0.03% |
$5.83K - $6.92K
|
49.2K
$27.2M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
13+ 1.75% |
$5.41K - $6.42K
|
755
$417K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 400.0% |
$4.99K - $5.93K
|
15
$8.29K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
12+ 0.97% |
$4.99K - $5.93K
|
1.25K
$691K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 5.79% |
$4.58K - $5.43K
|
201
$111K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
11+ 2.14% |
$4.58K - $5.43K
|
525
$290K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 2.16% |
$4.58K - $5.43K
|
521
$288K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11+ 1.21% |
$4.58K - $5.43K
|
918
$507K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 55.56% |
$4.16K - $4.94K
|
28
$15.5K
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 0.62% |
$4.16K - $4.94K
|
1.62K
$894K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
10+ 0.23% |
$4.16K - $4.94K
|
4.38K
$2.42M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 3.52% |
$4.16K - $4.94K
|
294
$162K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
10+ 1.24% |
$4.16K - $4.94K
|
818
$452K
|