Purchases and Sales Made in Q4 2024 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
653+ 22.97% |
$308K - $360K
|
3.5K
$1.81M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
651+ 37.8% |
$307K - $358K
|
2.37K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
650+ 4.68% |
$306K - $358K
|
14.5K
$7.51M
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
646New |
$304K - $356K
|
646
$334K
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
642+ 7.57% |
$303K - $353K
|
9.12K
$4.71M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
640+ 11.23% |
$302K - $352K
|
6.34K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
635+ 178.87% |
$299K - $350K
|
990
$511K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
631+ 16.15% |
$297K - $347K
|
4.54K
$2.34M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
629New |
$296K - $346K
|
629
$325K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
617+ 25.21% |
$291K - $340K
|
3.06K
$1.58M
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
603+ 5.72% |
$284K - $332K
|
11.1K
$5.76M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
602+ 45.26% |
$284K - $331K
|
1.93K
$998K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
600+ 96.62% |
$283K - $330K
|
1.22K
$631K
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
596New |
$281K - $328K
|
596
$308K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
595+ 9.45% |
$280K - $328K
|
6.89K
$3.56M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
595New |
$280K - $328K
|
595
$307K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
586New |
$276K - $323K
|
586
$303K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
576New |
$271K - $317K
|
576
$297K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
570+ 96.61% |
$269K - $314K
|
1.16K
$599K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
567New |
$267K - $312K
|
567
$293K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
563+ 0.02% |
$265K - $310K
|
3.07M
$1.59B
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
562+ 5.82% |
$265K - $309K
|
10.2K
$5.28M
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
556New |
$262K - $306K
|
556
$287K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
556New |
$262K - $306K
|
556
$287K
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
552+ 2.72% |
$260K - $304K
|
20.9K
$10.8M
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
549+ 2.26% |
$259K - $302K
|
24.8K
$12.8M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
544+ 27.97% |
$256K - $300K
|
2.49K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
543New |
$256K - $299K
|
543
$280K
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
543New |
$256K - $299K
|
543
$280K
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
542New |
$255K - $298K
|
542
$280K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
538New |
$254K - $296K
|
538
$278K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
535+ 3.78% |
$252K - $295K
|
14.7K
$7.58M
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
533New |
$251K - $293K
|
533
$275K
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
531New |
$250K - $292K
|
531
$274K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
529New |
$249K - $291K
|
529
$273K
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
526New |
$248K - $290K
|
526
$272K
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
525+ 5.63% |
$247K - $289K
|
9.84K
$5.08M
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
523+ 6.14% |
$246K - $288K
|
9.04K
$4.67M
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
522+ 5.32% |
$246K - $287K
|
10.3K
$5.34M
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
520New |
$245K - $286K
|
520
$269K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
517New |
$244K - $285K
|
517
$267K
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
517+ 33.66% |
$244K - $285K
|
2.05K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
516+ 14.66% |
$243K - $284K
|
4.04K
$2.08M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
516New |
$243K - $284K
|
516
$266K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
512+ 41.56% |
$241K - $282K
|
1.74K
$901K
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
510New |
$240K - $281K
|
510
$263K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
507+ 9.96% |
$239K - $279K
|
5.6K
$2.89M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
506+ 11.61% |
$238K - $279K
|
4.87K
$2.51M
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
BUY
|
- |
500New |
$236K - $275K
|
500
$258K
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
499New |
$235K - $275K
|
499
$258K
|