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 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101+ 1.65% |
$47.6K - $55.6K
|
6.22K
$3.21M
|
|
|
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
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
100+ 6.35% |
$47.1K - $55.1K
|
1.68K
$866K
|
|
|
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
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
100New |
$47.1K - $55.1K
|
100
$51.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
98+ 11.85% |
$46.2K - $54K
|
925
$478K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 2.48% |
$45.7K - $53.4K
|
4K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
97+ 3.44% |
$45.7K - $53.4K
|
2.91K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97+ 3.16% |
$45.7K - $53.4K
|
3.17K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97+ 0.97% |
$45.7K - $53.4K
|
10.1K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
97+ 6.37% |
$45.7K - $53.4K
|
1.62K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
97+ 8.37% |
$45.7K - $53.4K
|
1.26K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
97+ 21.23% |
$45.7K - $53.4K
|
554
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
96+ 7.23% |
$45.2K - $52.9K
|
1.42K
$735K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
95+ 22.78% |
$44.8K - $52.3K
|
512
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94+ 2.21% |
$44.3K - $51.8K
|
4.35K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
93+ 8.45% |
$43.8K - $51.2K
|
1.19K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
92+ 2.08% |
$43.4K - $50.7K
|
4.52K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
91+ 7.82% |
$42.9K - $50.1K
|
1.26K
$648K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
91+ 1.44% |
$42.9K - $50.1K
|
6.41K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
91New |
$42.9K - $50.1K
|
91
$47K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
90+ 7.85% |
$42.4K - $49.6K
|
1.24K
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
90+ 14.35% |
$42.4K - $49.6K
|
717
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
90+ 6.14% |
$42.4K - $49.6K
|
1.56K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
90+ 7.44% |
$42.4K - $49.6K
|
1.3K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90+ 5.84% |
$42.4K - $49.6K
|
1.63K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
89+ 9.25% |
$41.9K - $49K
|
1.05K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
87+ 6.39% |
$41K - $47.9K
|
1.45K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
87+ 1.26% |
$41K - $47.9K
|
6.99K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
85+ 9.04% |
$40.1K - $46.8K
|
1.03K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
85+ 8.14% |
$40.1K - $46.8K
|
1.13K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
84+ 1.23% |
$39.6K - $46.3K
|
6.89K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
82+ 4.86% |
$38.6K - $45.2K
|
1.77K
$914K
|
|
|
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
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 13.39% |
$37.2K - $43.5K
|
669
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
76New |
$35.8K - $41.8K
|
76
$39.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
76+ 4.86% |
$35.8K - $41.8K
|
1.64K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
74+ 1.69% |
$34.9K - $40.7K
|
4.45K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
74+ 13.43% |
$34.9K - $40.7K
|
625
$323K
|
|
|
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
$49.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
72+ 22.43% |
$33.9K - $39.6K
|
393
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
72+ 12.65% |
$33.9K - $39.6K
|
641
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
72+ 0.96% |
$33.9K - $39.6K
|
7.54K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$32.5K - $38K
|
69
$35.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
68+ 9.03% |
$32K - $37.4K
|
821
$424K
|