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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-190- 1.91% |
$89.5K - $105K
|
9.74K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-197- 6.1% |
$92.8K - $108K
|
3.03K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-211- 0.24% |
$99.4K - $116K
|
87K
$49.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-220- 5.68% |
$104K - $121K
|
3.66K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-224- 33.84% |
$106K - $123K
|
438
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 12.41% |
$106K - $124K
|
1.59K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-227- 0.69% |
$107K - $125K
|
32.5K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-227- 7.72% |
$107K - $125K
|
2.71K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-238- 1.59% |
$112K - $131K
|
14.7K
$8.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-245- 2.8% |
$115K - $135K
|
8.5K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-247- 4.82% |
$116K - $136K
|
4.88K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 21.74% |
$118K - $138K
|
900
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-270- 12.11% |
$127K - $149K
|
1.96K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-273- 5.42% |
$129K - $150K
|
4.76K
$2.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-277- 0.51% |
$131K - $153K
|
54.1K
$30.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-278- 9.05% |
$131K - $153K
|
2.79K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-280- 5.9% |
$132K - $154K
|
4.47K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-285- 1.27% |
$134K - $157K
|
22.2K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-289- 1.29% |
$136K - $159K
|
22K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-300- 17.94% |
$141K - $165K
|
1.37K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-301- 2.4% |
$142K - $166K
|
12.2K
$6.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-302- 3.65% |
$142K - $166K
|
7.97K
$4.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-304- 32.34% |
$143K - $167K
|
636
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-306- 3.31% |
$144K - $168K
|
8.95K
$5.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-314- 4.97% |
$148K - $173K
|
6.01K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-317- 41.01% |
$149K - $175K
|
456
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-319- 37.31% |
$150K - $176K
|
536
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-326- 15.08% |
$154K - $180K
|
1.84K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-328- 10.1% |
$155K - $181K
|
2.92K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-330- 39.95% |
$156K - $182K
|
496
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-331- 8.4% |
$156K - $182K
|
3.61K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-352- 1.15% |
$166K - $194K
|
30.2K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-355- 1.61% |
$167K - $195K
|
21.7K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-365- 32.24% |
$172K - $201K
|
767
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-386- 10.3% |
$182K - $213K
|
3.36K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.31% |
$189K - $220K
|
16.9K
$9.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-403- 2.9% |
$190K - $222K
|
13.5K
$7.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-407- 8.84% |
$192K - $224K
|
4.2K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-408- 7.1% |
$192K - $225K
|
5.34K
$3.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-410- 3.01% |
$193K - $226K
|
13.2K
$7.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-415- 11.29% |
$196K - $229K
|
3.26K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-438- 22.09% |
$206K - $241K
|
1.55K
$884K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-445- 24.24% |
$210K - $245K
|
1.39K
$795K
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-481- 42.98% |
$227K - $265K
|
638
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-485- 38.37% |
$229K - $267K
|
779
$445K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-494- 1.29% |
$233K - $272K
|
37.9K
$21.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-498- 7.09% |
$235K - $274K
|
6.53K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-546- 19.57% |
$257K - $301K
|
2.24K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-625- 0.64% |
$295K - $344K
|
97.1K
$55.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-684- 4.45% |
$322K - $377K
|
14.7K
$8.39M
|