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
|
S.A. Mason LLC
|
BUY
|
- |
10+ 2.15% |
$4.16K - $4.94K
|
475
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 1.09% |
$4.16K - $4.94K
|
929
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.97% |
$4.16K - $4.94K
|
1.05K
$578K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
9+ 1.47% |
$3.75K - $4.45K
|
621
$343K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 0.38% |
$3.75K - $4.45K
|
2.38K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 1.87% |
$3.75K - $4.45K
|
490
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
9+ 1.13% |
$3.75K - $4.45K
|
808
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.97K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 17.65% |
$3.75K - $4.45K
|
60
$33.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.97K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 23.08% |
$3.75K - $4.45K
|
48
$26.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.97K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
9+ 1.71% |
$3.75K - $4.45K
|
535
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 0.93% |
$3.75K - $4.45K
|
977
$540K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8+ 1.28% |
$3.33K - $3.95K
|
633
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 1.13% |
$3.33K - $3.95K
|
718
$397K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.67% |
$3.33K - $3.95K
|
149
$82.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8+ 1.93% |
$3.33K - $3.95K
|
423
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8+ 1.33% |
$3.33K - $3.95K
|
609
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 1.19% |
$3.33K - $3.95K
|
683
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8+ 0.81% |
$3.33K - $3.95K
|
996
$550K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 0.75% |
$2.91K - $3.46K
|
935
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 2.59% |
$2.91K - $3.46K
|
277
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7+ 0.62% |
$2.91K - $3.46K
|
1.14K
$632K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 5.6% |
$2.91K - $3.46K
|
132
$72.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
6+ 3.51% |
$2.5K - $2.96K
|
177
$97.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.75% |
$2.5K - $2.96K
|
805
$445K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 1.13% |
$2.5K - $2.96K
|
538
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
6+ 0.38% |
$2.5K - $2.96K
|
1.58K
$873K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.31K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6+ 0.77% |
$2.5K - $2.96K
|
789
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6+ 0.43% |
$2.5K - $2.96K
|
1.4K
$774K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.31K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 1.04% |
$2.5K - $2.96K
|
585
$323K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6+ 0.54% |
$2.5K - $2.96K
|
1.12K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
6+ 1.08% |
$2.5K - $2.96K
|
559
$309K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.76K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.76K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.99% |
$2.08K - $2.47K
|
511
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$2.08K - $2.47K
|
620
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.46% |
$2.08K - $2.47K
|
1.1K
$608K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 20.0% |
$2.08K - $2.47K
|
30
$16.6K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$2.08K - $2.47K
|
3.68K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.2% |
$2.08K - $2.47K
|
2.55K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.31% |
$2.08K - $2.47K
|
1.64K
$904K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 17.24% |
$2.08K - $2.47K
|
34
$18.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5+ 0.9% |
$2.08K - $2.47K
|
559
$309K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4+ 0.34% |
$1.66K - $1.98K
|
1.2K
$661K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4+ 0.8% |
$1.66K - $1.98K
|
504
$278K
|