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
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8- 30.77% |
$3.33K - $3.95K
|
18
$11K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8- 0.64% |
$3.33K - $3.95K
|
1.25K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8- 1.72% |
$3.33K - $3.95K
|
457
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9- 11.11% |
$3.75K - $4.45K
|
72
$43.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 8.26% |
$3.75K - $4.45K
|
100
$60.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 0.14% |
$3.75K - $4.45K
|
6.24K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10- 0.03% |
$4.16K - $4.94K
|
33.9K
$20.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-10- 1.16% |
$4.16K - $4.94K
|
855
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10- 0.31% |
$4.16K - $4.94K
|
3.23K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-10- 0.24% |
$4.16K - $4.94K
|
4.21K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11- 0.07% |
$4.58K - $5.43K
|
16K
$9.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 3.67% |
$4.99K - $5.93K
|
315
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-12- 2.19% |
$4.99K - $5.93K
|
537
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-12- 0.41% |
$4.99K - $5.93K
|
2.89K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13- 1.55% |
$5.41K - $6.42K
|
826
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 2.2% |
$5.41K - $6.42K
|
579
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13- 0.27% |
$5.41K - $6.42K
|
4.8K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-14- 0.92% |
$5.83K - $6.92K
|
1.51K
$918K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-15- 0.22% |
$6.24K - $7.41K
|
6.66K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 2.74% |
$6.24K - $7.41K
|
533
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-15- 2.02% |
$6.24K - $7.41K
|
726
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-15- 0.47% |
$6.24K - $7.41K
|
3.17K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-15Closed |
$6.24K - $7.41K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 1.97% |
$6.24K - $7.41K
|
745
$453K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.26% |
$6.24K - $7.41K
|
5.74K
$3.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-16- 1.2% |
$6.66K - $7.9K
|
1.32K
$802K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-16- 1.34% |
$6.66K - $7.9K
|
1.18K
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-16- 3.56% |
$6.66K - $7.9K
|
434
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-16- 0.67% |
$6.66K - $7.9K
|
2.37K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-16- 0.53% |
$6.66K - $7.9K
|
2.99K
$1.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-17- 1.62% |
$7.07K - $8.4K
|
1.03K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-17- 0.38% |
$7.07K - $8.4K
|
4.41K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17- 1.42% |
$7.07K - $8.4K
|
1.18K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-17- 0.46% |
$7.07K - $8.4K
|
3.66K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-17- 0.99% |
$7.07K - $8.4K
|
1.7K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17- 0.2% |
$7.07K - $8.4K
|
8.7K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-18- 50.0% |
$7.49K - $8.89K
|
18
$11K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-18- 3.44% |
$7.49K - $8.89K
|
506
$308K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-19- 1.63% |
$7.91K - $9.39K
|
1.15K
$698K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-19- 1.35% |
$7.91K - $9.39K
|
1.39K
$846K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-19- 2.87% |
$7.91K - $9.39K
|
642
$391K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 2.21% |
$8.32K - $9.88K
|
884
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-20- 0.94% |
$8.32K - $9.88K
|
2.11K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-22- 9.65% |
$9.16K - $10.9K
|
206
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-22- 1.05% |
$9.16K - $10.9K
|
2.08K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-22- 1.19% |
$9.16K - $10.9K
|
1.82K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22- 2.83% |
$9.16K - $10.9K
|
756
$460K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23- 7.28% |
$9.57K - $11.4K
|
293
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-24- 1.31% |
$9.99K - $11.9K
|
1.81K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-24- 0.79% |
$9.99K - $11.9K
|
3K
$1.83M
|