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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-135- 13.31% |
$56.2K - $66.7K
|
879
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-137- 7.57% |
$57K - $67.7K
|
1.67K
$924K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-138- 6.74% |
$57.4K - $68.2K
|
1.91K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
SELL
|
- |
-139- 12.16% |
$57.8K - $68.7K
|
1K
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-140- 1.68% |
$58.3K - $69.2K
|
8.21K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-142- 24.32% |
$59.1K - $70.1K
|
442
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-143- 14.74% |
$59.5K - $70.6K
|
827
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-147- 1.3% |
$61.2K - $72.6K
|
11.2K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-147- 14.41% |
$61.2K - $72.6K
|
873
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-150- 6.39% |
$62.4K - $74.1K
|
2.2K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-151- 2.87% |
$62.8K - $74.6K
|
5.11K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-153- 2.62% |
$63.7K - $75.6K
|
5.69K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-153- 1.93% |
$63.7K - $75.6K
|
7.79K
$4.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-156- 15.51% |
$64.9K - $77.1K
|
850
$470K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-160- 17.82% |
$66.6K - $79K
|
738
$408K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-162- 6.64% |
$67.4K - $80K
|
2.28K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-163- 3.0% |
$67.8K - $80.5K
|
5.27K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-164- 7.51% |
$68.2K - $81K
|
2.02K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-166- 15.53% |
$69.1K - $82K
|
903
$499K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-174- 5.58% |
$72.4K - $86K
|
2.94K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-181- 30.07% |
$75.3K - $89.4K
|
421
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-185- 13.23% |
$77K - $91.4K
|
1.21K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-186- 11.2% |
$77.4K - $91.9K
|
1.48K
$815K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-187- 18.26% |
$77.8K - $92.4K
|
837
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 0.62% |
$79.1K - $93.9K
|
30.3K
$16.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-191- 1.36% |
$79.5K - $94.4K
|
13.9K
$7.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-194- 29.66% |
$80.7K - $95.8K
|
460
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-197- 3.06% |
$82K - $97.3K
|
6.24K
$3.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-200- 5.04% |
$83.2K - $98.8K
|
3.77K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-200- 23.61% |
$83.2K - $98.8K
|
647
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-200- 12.38% |
$83.2K - $98.8K
|
1.42K
$782K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-201- 13.85% |
$83.6K - $99.3K
|
1.25K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-208- 31.23% |
$86.6K - $103K
|
458
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-209- 8.81% |
$87K - $103K
|
2.16K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-210- 12.32% |
$87.4K - $104K
|
1.49K
$825K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-214- 12.13% |
$89.1K - $106K
|
1.55K
$856K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-215- 11.53% |
$89.5K - $106K
|
1.65K
$911K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-215- 2.62% |
$89.5K - $106K
|
7.99K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-230- 8.23% |
$95.7K - $114K
|
2.56K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-230- 7.9% |
$95.7K - $114K
|
2.68K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 0.98% |
$96.1K - $114K
|
23.4K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-231- 1.52% |
$96.1K - $114K
|
15K
$8.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-231- 3.87% |
$96.1K - $114K
|
5.74K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-231- 56.34% |
$96.1K - $114K
|
179
$98.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-233- 6.26% |
$97K - $115K
|
3.49K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-235- 4.64% |
$97.8K - $116K
|
4.83K
$2.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-236- 4.14% |
$98.2K - $117K
|
5.46K
$3.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 30.97% |
$102K - $121K
|
546
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-245- 15.41% |
$102K - $121K
|
1.35K
$743K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-245- 24.82% |
$102K - $121K
|
742
$410K
|