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 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
27New |
$12.7K - $14.9K
|
27
$13.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
27New |
$12.7K - $14.9K
|
27
$13.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
26+ 1.81% |
$12.3K - $14.3K
|
1.47K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 1.76% |
$12.3K - $14.3K
|
1.51K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26+ 5.68% |
$12.3K - $14.3K
|
484
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
26+ 4.95% |
$12.3K - $14.3K
|
551
$284K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.57% |
$11.8K - $13.8K
|
4.38K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$12.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
25+ 3.57% |
$11.8K - $13.8K
|
725
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
25+ 3.53% |
$11.8K - $13.8K
|
733
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25+ 4.76% |
$11.8K - $13.8K
|
550
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25+ 5.13% |
$11.8K - $13.8K
|
512
$264K
|
|
|
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
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25+ 1.36% |
$11.8K - $13.8K
|
1.87K
$965K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 8.16% |
$11.3K - $13.2K
|
318
$164K
|
|
|
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
$794K
|
|
|
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
$305K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
24+ 2.84% |
$11.3K - $13.2K
|
868
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23+ 3.0% |
$10.8K - $12.7K
|
789
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23+ 23.0% |
$10.8K - $12.7K
|
123
$63.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
23+ 7.17% |
$10.8K - $12.7K
|
344
$178K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
23+ 2.63% |
$10.8K - $12.7K
|
896
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 0.15% |
$9.9K - $11.6K
|
14.2K
$7.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
21+ 1.84% |
$9.9K - $11.6K
|
1.16K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21+ 3.54% |
$9.9K - $11.6K
|
615
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
21+ 0.28% |
$9.9K - $11.6K
|
7.64K
$3.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21+ 1.18% |
$9.9K - $11.6K
|
1.81K
$932K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
21New |
$9.9K - $11.6K
|
21
$10.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 3.0% |
$9.43K - $11K
|
687
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 4.21% |
$9.43K - $11K
|
495
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
20New |
$9.43K - $11K
|
20
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
20+ 1.43% |
$9.43K - $11K
|
1.42K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 8.85% |
$9.43K - $11K
|
246
$127K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
19+ 1.33% |
$8.95K - $10.5K
|
1.45K
$747K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
19+ 1.59% |
$8.95K - $10.5K
|
1.22K
$628K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19+ 1.86% |
$8.95K - $10.5K
|
1.04K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 3.75% |
$8.95K - $10.5K
|
526
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 2.61% |
$8.95K - $10.5K
|
747
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
19New |
$8.95K - $10.5K
|
19
$9.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 1.86% |
$8.95K - $10.5K
|
1.04K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
19+ 3.4% |
$8.95K - $10.5K
|
578
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
18+ 1.94% |
$8.48K - $9.91K
|
947
$489K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18+ 4.16% |
$8.48K - $9.91K
|
451
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 283.33% |
$8.01K - $9.36K
|
23
$11.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
17+ 3.94% |
$8.01K - $9.36K
|
449
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
17+ 0.05% |
$8.01K - $9.36K
|
32K
$16.5M
|