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 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
234+ 9.12% |
$110K - $129K
|
2.8K
$1.45M
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
230+ 23.0% |
$108K - $127K
|
1.23K
$635K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
228+ 0.36% |
$107K - $126K
|
63.2K
$32.6M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
226+ 1.41% |
$107K - $124K
|
16.2K
$8.38M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
223+ 6.48% |
$105K - $123K
|
3.67K
$1.89M
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
223+ 2.72% |
$105K - $123K
|
8.41K
$4.34M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
221+ 27.08% |
$104K - $122K
|
1.04K
$536K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
220+ 11.77% |
$104K - $121K
|
2.09K
$1.08M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
218+ 17.12% |
$103K - $120K
|
1.49K
$770K
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
215+ 25.15% |
$101K - $118K
|
1.07K
$553K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
215+ 0.71% |
$101K - $118K
|
30.5K
$15.8M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
215+ 23.92% |
$101K - $118K
|
1.11K
$575K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
212+ 9.86% |
$99.9K - $117K
|
2.36K
$1.22M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
204+ 1.59% |
$96.1K - $112K
|
13.1K
$6.74M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
204+ 4.11% |
$96.1K - $112K
|
5.17K
$2.67M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
203+ 5.0% |
$95.7K - $112K
|
4.27K
$2.2M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
203+ 12.84% |
$95.7K - $112K
|
1.78K
$921K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
202+ 10.14% |
$95.2K - $111K
|
2.2K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
201+ 23.43% |
$94.7K - $111K
|
1.06K
$547K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
201+ 4.25% |
$94.7K - $111K
|
4.93K
$2.55M
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
200+ 0.23% |
$94.3K - $110K
|
86.4K
$44.6M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 77.52% |
$94.3K - $110K
|
458
$237K
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 40.08% |
$94.3K - $110K
|
699
$361K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
199+ 1.29% |
$93.8K - $110K
|
15.6K
$8.06M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
197+ 6.01% |
$92.8K - $108K
|
3.47K
$1.79M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
191+ 13.58% |
$90K - $105K
|
1.6K
$825K
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
185+ 8.67% |
$87.2K - $102K
|
2.32K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
183+ 1.16% |
$86.2K - $101K
|
15.9K
$8.22M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 134.81% |
$85.8K - $100K
|
317
$164K
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
182+ 1.86% |
$85.8K - $100K
|
9.95K
$5.14M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
181+ 18.1% |
$85.3K - $99.7K
|
1.18K
$610K
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
180+ 8.18% |
$84.8K - $99.1K
|
2.38K
$1.23M
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
180+ 150.0% |
$84.8K - $99.1K
|
300
$155K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
178+ 7.0% |
$83.9K - $98K
|
2.72K
$1.41M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
173+ 12.17% |
$81.5K - $95.3K
|
1.59K
$823K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
172+ 2.52% |
$81.1K - $94.7K
|
7.01K
$3.62M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 16.35% |
$80.1K - $93.6K
|
1.21K
$625K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
170+ 36.64% |
$80.1K - $93.6K
|
634
$327K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
168+ 4.37% |
$79.2K - $92.5K
|
4.02K
$2.07M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
168+ 1.84% |
$79.2K - $92.5K
|
9.29K
$4.8M
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
167+ 8.73% |
$78.7K - $92K
|
2.08K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
166+ 29.91% |
$78.2K - $91.4K
|
721
$372K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
165New |
$77.8K - $90.9K
|
165
$85.2K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
165+ 6.01% |
$77.8K - $90.9K
|
2.91K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
164+ 8.93% |
$77.3K - $90.3K
|
2K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
164+ 0.2% |
$77.3K - $90.3K
|
82.6K
$42.6M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
163+ 33.27% |
$76.8K - $89.8K
|
653
$337K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
162+ 7.71% |
$76.3K - $89.2K
|
2.26K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
162+ 9.74% |
$76.3K - $89.2K
|
1.83K
$943K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
161+ 13.66% |
$75.9K - $88.6K
|
1.34K
$692K
|