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 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
43+ 5.47% |
$20.3K - $23.7K
|
829
$428K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
43New |
$20.3K - $23.7K
|
43
$22.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
42+ 2.16% |
$19.8K - $23.1K
|
1.98K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
42+ 0.8% |
$19.8K - $23.1K
|
5.29K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42+ 4.65% |
$19.8K - $23.1K
|
945
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
42New |
$19.8K - $23.1K
|
42
$21.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
41+ 5.07% |
$19.3K - $22.6K
|
849
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
41+ 9.69% |
$19.3K - $22.6K
|
464
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
40+ 2.71% |
$18.9K - $22K
|
1.52K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 7.95% |
$18.9K - $22K
|
543
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40+ 6.45% |
$18.9K - $22K
|
660
$341K
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
40New |
$18.9K - $22K
|
40
$20.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
39+ 0.68% |
$18.4K - $21.5K
|
5.81K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 3.82% |
$17.9K - $20.9K
|
1.03K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
37+ 3.05% |
$17.4K - $20.4K
|
1.25K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
37+ 2.96% |
$17.4K - $20.4K
|
1.29K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
36+ 4.88% |
$17K - $19.8K
|
773
$399K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
35New |
$16.5K - $19.3K
|
35
$18.1K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
35+ 1.93% |
$16.5K - $19.3K
|
1.85K
$955K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
35+ 2.22% |
$16.5K - $19.3K
|
1.62K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
35+ 7.66% |
$16.5K - $19.3K
|
492
$254K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
35+ 0.99% |
$16.5K - $19.3K
|
3.57K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
34+ 5.99% |
$16K - $18.7K
|
602
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34+ 7.1% |
$16K - $18.7K
|
513
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
34+ 0.54% |
$16K - $18.7K
|
6.28K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
33+ 0.26% |
$15.6K - $18.2K
|
12.9K
$6.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
33+ 471.43% |
$15.6K - $18.2K
|
40
$20.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 1.68% |
$15.6K - $18.2K
|
2K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
32+ 3.98% |
$15.1K - $17.6K
|
837
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
32New |
$15.1K - $17.6K
|
32
$16.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 2.38% |
$15.1K - $17.6K
|
1.38K
$711K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 2.12% |
$15.1K - $17.6K
|
1.54K
$797K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
31+ 6.51% |
$14.6K - $17.1K
|
507
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31+ 2.0% |
$14.6K - $17.1K
|
1.58K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 8.86% |
$14.6K - $17.1K
|
381
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30New |
$14.1K - $16.5K
|
30
$15.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
30+ 2.03% |
$14.1K - $16.5K
|
1.51K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
30+ 3.65% |
$14.1K - $16.5K
|
851
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
30New |
$14.1K - $16.5K
|
30
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
30New |
$14.1K - $16.5K
|
30
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
30+ 6.79% |
$14.1K - $16.5K
|
472
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 7.11% |
$13.7K - $16K
|
437
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
29+ 1.16% |
$13.7K - $16K
|
2.53K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29+ 0.33% |
$13.7K - $16K
|
8.79K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
29+ 1.66% |
$13.7K - $16K
|
1.78K
$918K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28+ 0.07% |
$13.2K - $15.4K
|
40.7K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
27+ 1.13% |
$12.7K - $14.9K
|
2.41K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 2.89% |
$12.7K - $14.9K
|
962
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
27+ 0.56% |
$12.7K - $14.9K
|
4.82K
$2.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
27+ 2.63% |
$12.7K - $14.9K
|
1.05K
$544K
|