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 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
91+ 7.82% |
$42.9K - $50.1K
|
1.26K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
91+ 1.44% |
$42.9K - $50.1K
|
6.41K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
91New |
$42.9K - $50.1K
|
91
$47.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
90+ 7.85% |
$42.4K - $49.6K
|
1.24K
$641K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
90+ 14.35% |
$42.4K - $49.6K
|
717
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
90+ 6.14% |
$42.4K - $49.6K
|
1.56K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
90+ 7.44% |
$42.4K - $49.6K
|
1.3K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90+ 5.84% |
$42.4K - $49.6K
|
1.63K
$845K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
89+ 9.25% |
$41.9K - $49K
|
1.05K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
87+ 6.39% |
$41K - $47.9K
|
1.45K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
87+ 1.26% |
$41K - $47.9K
|
6.99K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
85+ 9.04% |
$40.1K - $46.8K
|
1.03K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
85+ 8.14% |
$40.1K - $46.8K
|
1.13K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
84+ 1.23% |
$39.6K - $46.3K
|
6.89K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
82+ 4.86% |
$38.6K - $45.2K
|
1.77K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
81+ 3.82% |
$38.2K - $44.6K
|
2.2K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
80+ 4.04% |
$37.7K - $44K
|
2.06K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 13.39% |
$37.2K - $43.5K
|
669
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
76New |
$35.8K - $41.8K
|
76
$39.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
76+ 4.86% |
$35.8K - $41.8K
|
1.64K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
74+ 1.69% |
$34.9K - $40.7K
|
4.45K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
74+ 13.43% |
$34.9K - $40.7K
|
625
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
74+ 1.8% |
$34.9K - $40.7K
|
4.19K
$2.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
73+ 2.92% |
$34.4K - $40.2K
|
2.57K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
72+ 300.0% |
$33.9K - $39.6K
|
96
$49.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
72+ 22.43% |
$33.9K - $39.6K
|
393
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
72+ 12.65% |
$33.9K - $39.6K
|
641
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
72+ 0.96% |
$33.9K - $39.6K
|
7.54K
$3.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$32.5K - $38K
|
69
$35.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
68+ 9.03% |
$32K - $37.4K
|
821
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
68+ 0.6% |
$32K - $37.4K
|
11.3K
$5.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
67+ 3.68% |
$31.6K - $36.9K
|
1.89K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
66+ 4.31% |
$31.1K - $36.3K
|
1.6K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
65+ 9.29% |
$30.6K - $35.8K
|
765
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
64+ 5.3% |
$30.2K - $35.2K
|
1.27K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 3.46% |
$30.2K - $35.2K
|
1.92K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
63+ 12.14% |
$29.7K - $34.7K
|
582
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
63+ 4.45% |
$29.7K - $34.7K
|
1.48K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
63+ 1.67% |
$29.7K - $34.7K
|
3.84K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
62+ 6.78% |
$29.2K - $34.1K
|
976
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.55% |
$28.3K - $33K
|
10.9K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59+ 6.15% |
$27.8K - $32.5K
|
1.02K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
59New |
$27.8K - $32.5K
|
59
$30.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 43.94% |
$27.3K - $31.9K
|
190
$98.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
58+ 4.33% |
$27.3K - $31.9K
|
1.4K
$725K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
57+ 2.97% |
$26.9K - $31.4K
|
1.98K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
57New |
$26.9K - $31.4K
|
57
$29.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
56+ 5.85% |
$26.4K - $30.8K
|
1.01K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
55+ 7.59% |
$25.9K - $30.3K
|
780
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
53New |
$25K - $29.2K
|
53
$27.5K
|