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 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
138+ 13.49% |
$65K - $76K
|
1.16K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
138+ 3.42% |
$65K - $76K
|
4.18K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
138+ 18.25% |
$65K - $76K
|
894
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
137+ 13.05% |
$64.6K - $75.4K
|
1.19K
$615K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
136+ 15.11% |
$64.1K - $74.9K
|
1.04K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
135+ 17.15% |
$63.6K - $74.3K
|
922
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
132+ 7.3% |
$62.2K - $72.7K
|
1.94K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
130+ 1.61% |
$61.3K - $71.6K
|
8.23K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
129New |
$60.8K - $71K
|
129
$66.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
124+ 2.03% |
$58.4K - $68.3K
|
6.22K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
124+ 7.92% |
$58.4K - $68.3K
|
1.69K
$875K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
123+ 22.91% |
$58K - $67.7K
|
660
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
121+ 15.55% |
$57K - $66.6K
|
899
$466K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
121+ 98.37% |
$57K - $66.6K
|
244
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
121+ 3.45% |
$57K - $66.6K
|
3.63K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
118+ 0.8% |
$55.6K - $65K
|
14.9K
$7.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
117+ 5.69% |
$55.1K - $64.4K
|
2.17K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
115+ 0.88% |
$54.2K - $63.3K
|
13.2K
$6.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
112+ 2.69% |
$52.8K - $61.7K
|
4.27K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
111+ 1.09% |
$52.3K - $61.1K
|
10.3K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
110New |
$51.8K - $60.6K
|
110
$57K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
109New |
$51.4K - $60K
|
109
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
108New |
$50.9K - $59.5K
|
108
$56K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
107+ 0.95% |
$50.4K - $58.9K
|
11.4K
$5.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
106+ 4.65% |
$50K - $58.4K
|
2.38K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
106+ 6.42% |
$50K - $58.4K
|
1.76K
$911K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 19.51% |
$49K - $57.3K
|
637
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
104New |
$49K - $57.3K
|
104
$53.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
103+ 21.33% |
$48.5K - $56.7K
|
586
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
101+ 0.99% |
$47.6K - $55.6K
|
10.3K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101+ 1.65% |
$47.6K - $55.6K
|
6.22K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.05% |
$47.1K - $55.1K
|
201K
$104M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
100+ 4.83% |
$47.1K - $55.1K
|
2.17K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
100+ 6.35% |
$47.1K - $55.1K
|
1.68K
$869K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
100+ 3.41% |
$47.1K - $55.1K
|
3.03K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.17% |
$47.1K - $55.1K
|
58.6K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
100New |
$47.1K - $55.1K
|
100
$51.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
98+ 11.85% |
$46.2K - $54K
|
925
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 2.48% |
$45.7K - $53.4K
|
4K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
97+ 3.44% |
$45.7K - $53.4K
|
2.91K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97+ 3.16% |
$45.7K - $53.4K
|
3.17K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97+ 0.97% |
$45.7K - $53.4K
|
10.1K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
97+ 6.37% |
$45.7K - $53.4K
|
1.62K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
97+ 8.37% |
$45.7K - $53.4K
|
1.26K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
97+ 21.23% |
$45.7K - $53.4K
|
554
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
96+ 7.23% |
$45.2K - $52.9K
|
1.42K
$737K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
95+ 22.78% |
$44.8K - $52.3K
|
512
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94+ 2.21% |
$44.3K - $51.8K
|
4.35K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
93+ 8.45% |
$43.8K - $51.2K
|
1.19K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
92+ 2.08% |
$43.4K - $50.7K
|
4.52K
$2.34M
|