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 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
68+ 0.6% |
$32K - $37.4K
|
11.3K
$5.84M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
67+ 3.68% |
$31.6K - $36.9K
|
1.89K
$976K
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
66+ 4.31% |
$31.1K - $36.3K
|
1.6K
$825K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
65+ 9.29% |
$30.6K - $35.8K
|
765
$395K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
64+ 5.3% |
$30.2K - $35.2K
|
1.27K
$657K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 3.46% |
$30.2K - $35.2K
|
1.92K
$989K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
63+ 12.14% |
$29.7K - $34.7K
|
582
$300K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
63+ 4.45% |
$29.7K - $34.7K
|
1.48K
$763K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
63+ 1.67% |
$29.7K - $34.7K
|
3.84K
$1.98M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
62+ 6.78% |
$29.2K - $34.1K
|
976
$504K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.55% |
$28.3K - $33K
|
10.9K
$5.62M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59+ 6.15% |
$27.8K - $32.5K
|
1.02K
$525K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
59New |
$27.8K - $32.5K
|
59
$30.5K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 43.94% |
$27.3K - $31.9K
|
190
$98.1K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
58+ 4.33% |
$27.3K - $31.9K
|
1.4K
$722K
|
|
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
$29.4K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
56+ 5.85% |
$26.4K - $30.8K
|
1.01K
$523K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
55+ 7.59% |
$25.9K - $30.3K
|
780
$403K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
53New |
$25K - $29.2K
|
53
$27.4K
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
53+ 2.46% |
$25K - $29.2K
|
2.21K
$1.14M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
52+ 1.43% |
$24.5K - $28.6K
|
3.69K
$1.91M
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
51+ 2.44% |
$24K - $28.1K
|
2.14K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 9.19% |
$24K - $28.1K
|
606
$313K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
51+ 0.81% |
$24K - $28.1K
|
6.32K
$3.26M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
51+ 7.74% |
$24K - $28.1K
|
710
$366K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
51+ 3.82% |
$24K - $28.1K
|
1.39K
$715K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
50New |
$23.6K - $27.5K
|
50
$25.8K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50+ 14.16% |
$23.6K - $27.5K
|
403
$208K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50+ 1.58% |
$23.6K - $27.5K
|
3.22K
$1.66M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50+ 12.05% |
$23.6K - $27.5K
|
465
$240K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$23.6K - $27.5K
|
50
$25.8K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
50New |
$23.6K - $27.5K
|
50
$25.8K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49+ 4.28% |
$23.1K - $27K
|
1.19K
$616K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
49+ 0.85% |
$23.1K - $27K
|
5.84K
$3.01M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
49New |
$23.1K - $27K
|
49
$25.3K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
49New |
$23.1K - $27K
|
49
$25.3K
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
49+ 1.38% |
$23.1K - $27K
|
3.61K
$1.86M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
48+ 8.59% |
$22.6K - $26.4K
|
607
$313K
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
48+ 1.99% |
$22.6K - $26.4K
|
2.47K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
48New |
$22.6K - $26.4K
|
48
$24.8K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48+ 1.5% |
$22.6K - $26.4K
|
3.25K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
46+ 0.2% |
$21.7K - $25.3K
|
23.4K
$12.1M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
46+ 1.72% |
$21.7K - $25.3K
|
2.71K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
45New |
$21.2K - $24.8K
|
45
$23.2K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
45+ 4.39% |
$21.2K - $24.8K
|
1.07K
$552K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
44+ 1.0% |
$20.7K - $24.2K
|
4.47K
$2.3M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
44+ 2.15% |
$20.7K - $24.2K
|
2.1K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
44New |
$20.7K - $24.2K
|
44
$22.7K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
44New |
$20.7K - $24.2K
|
44
$22.7K
|