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 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34+ 7.1% |
$16K - $18.7K
|
513
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
34+ 0.54% |
$16K - $18.7K
|
6.28K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
33+ 0.26% |
$15.6K - $18.2K
|
12.9K
$6.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
33+ 471.43% |
$15.6K - $18.2K
|
40
$20.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 1.68% |
$15.6K - $18.2K
|
2K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
32+ 3.98% |
$15.1K - $17.6K
|
837
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
32New |
$15.1K - $17.6K
|
32
$16.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 2.38% |
$15.1K - $17.6K
|
1.38K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 2.12% |
$15.1K - $17.6K
|
1.54K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
31+ 6.51% |
$14.6K - $17.1K
|
507
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31+ 2.0% |
$14.6K - $17.1K
|
1.58K
$820K
|
|
|
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
$782K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
30+ 3.65% |
$14.1K - $16.5K
|
851
$441K
|
|
|
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
$245K
|
|
|
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
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29+ 0.33% |
$13.7K - $16K
|
8.79K
$4.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
29+ 1.66% |
$13.7K - $16K
|
1.78K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28+ 0.07% |
$13.2K - $15.4K
|
40.7K
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
27+ 1.13% |
$12.7K - $14.9K
|
2.41K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 2.89% |
$12.7K - $14.9K
|
962
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
27+ 0.56% |
$12.7K - $14.9K
|
4.82K
$2.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
27+ 2.63% |
$12.7K - $14.9K
|
1.05K
$546K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
27New |
$12.7K - $14.9K
|
27
$14K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
26+ 1.81% |
$12.3K - $14.3K
|
1.47K
$760K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 1.76% |
$12.3K - $14.3K
|
1.51K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26+ 5.68% |
$12.3K - $14.3K
|
484
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
26+ 4.95% |
$12.3K - $14.3K
|
551
$286K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.57% |
$11.8K - $13.8K
|
4.38K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$13K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
25+ 3.57% |
$11.8K - $13.8K
|
725
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
25+ 3.53% |
$11.8K - $13.8K
|
733
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$13K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25+ 4.76% |
$11.8K - $13.8K
|
550
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25+ 5.13% |
$11.8K - $13.8K
|
512
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25+ 0.71% |
$11.8K - $13.8K
|
3.56K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25+ 7.94% |
$11.8K - $13.8K
|
340
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25+ 1.36% |
$11.8K - $13.8K
|
1.87K
$969K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 8.16% |
$11.3K - $13.2K
|
318
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
24+ 480.0% |
$11.3K - $13.2K
|
29
$15K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.58% |
$11.3K - $13.2K
|
1.54K
$798K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
24+ 0.93% |
$11.3K - $13.2K
|
2.61K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
24+ 4.23% |
$11.3K - $13.2K
|
591
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23+ 3.0% |
$10.8K - $12.7K
|
789
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23+ 23.0% |
$10.8K - $12.7K
|
123
$63.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
23+ 7.17% |
$10.8K - $12.7K
|
344
$178K
|