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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
594New |
$247K - $293K
|
594
$352K
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
590New |
$246K - $291K
|
590
$350K
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
585New |
$243K - $289K
|
585
$347K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
584+ 21.11% |
$243K - $289K
|
3.35K
$1.99M
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
580New |
$241K - $287K
|
580
$344K
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
574+ 36.82% |
$239K - $284K
|
2.13K
$1.26M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
573+ 0.75% |
$238K - $283K
|
76.6K
$45.4M
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
572New |
$238K - $283K
|
572
$339K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
567+ 6.92% |
$236K - $280K
|
8.77K
$5.19M
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
565+ 32.03% |
$235K - $279K
|
2.33K
$1.38M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
564+ 7.22% |
$235K - $279K
|
8.38K
$4.97M
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
564New |
$235K - $279K
|
564
$334K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
562New |
$234K - $278K
|
562
$333K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
561New |
$233K - $277K
|
561
$332K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
559New |
$233K - $276K
|
559
$331K
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
557+ 4.53% |
$232K - $275K
|
12.9K
$7.62M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
551New |
$229K - $272K
|
551
$327K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
546+ 14.09% |
$227K - $270K
|
4.42K
$2.62M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
543+ 9.4% |
$226K - $268K
|
6.32K
$3.74M
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
540+ 5.4% |
$225K - $267K
|
10.5K
$6.25M
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
537New |
$223K - $265K
|
537
$318K
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
537New |
$223K - $265K
|
537
$318K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
533+ 27.99% |
$222K - $263K
|
2.44K
$1.44M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
530New |
$221K - $262K
|
530
$314K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
526New |
$219K - $260K
|
526
$312K
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
525New |
$218K - $259K
|
525
$311K
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
522+ 4.79% |
$217K - $258K
|
11.4K
$6.76M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
521New |
$217K - $257K
|
521
$309K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
521+ 13.57% |
$217K - $257K
|
4.36K
$2.58M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
513+ 34.9% |
$213K - $253K
|
1.98K
$1.18M
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
511+ 5.59% |
$213K - $252K
|
9.66K
$5.72M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
508New |
$211K - $251K
|
508
$301K
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
507New |
$211K - $250K
|
507
$300K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
505+ 3.23% |
$210K - $249K
|
16.1K
$9.56M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
500+ 8.25% |
$208K - $247K
|
6.56K
$3.89M
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
499New |
$208K - $247K
|
499
$296K
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
497+ 2.3% |
$207K - $246K
|
22.1K
$13.1M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
495+ 54.82% |
$206K - $245K
|
1.4K
$829K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
493New |
$205K - $244K
|
493
$292K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
488+ 1.33% |
$203K - $241K
|
37.3K
$22.1M
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
487New |
$203K - $241K
|
487
$289K
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
486New |
$202K - $240K
|
486
$288K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
486+ 102.97% |
$202K - $240K
|
958
$568K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
485+ 5.01% |
$202K - $240K
|
10.2K
$6.03M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
483+ 15.89% |
$201K - $239K
|
3.52K
$2.09M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
483New |
$201K - $239K
|
483
$286K
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
483+ 0.82% |
$201K - $239K
|
59.6K
$35.3M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
480+ 13.19% |
$200K - $237K
|
4.12K
$2.44M
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
480New |
$200K - $237K
|
480
$284K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
480+ 6.11% |
$200K - $237K
|
8.33K
$4.94M
|