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 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 3.75% |
$8.95K - $10.5K
|
526
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 2.61% |
$8.95K - $10.5K
|
747
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
19New |
$8.95K - $10.5K
|
19
$8.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 1.86% |
$8.95K - $10.5K
|
1.04K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
19+ 3.4% |
$8.95K - $10.5K
|
578
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
18+ 1.94% |
$8.48K - $9.91K
|
947
$426K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18+ 4.16% |
$8.48K - $9.91K
|
451
$203K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 283.33% |
$8.01K - $9.36K
|
23
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
17+ 3.94% |
$8.01K - $9.36K
|
449
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
17+ 0.05% |
$8.01K - $9.36K
|
32K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
17+ 1700.0% |
$8.01K - $9.36K
|
18
$8.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
16+ 1.96% |
$7.54K - $8.81K
|
834
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 1.14% |
$7.07K - $8.26K
|
1.34K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
15+ 0.34% |
$7.07K - $8.26K
|
4.43K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 9.74% |
$7.07K - $8.26K
|
169
$76K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 2.46% |
$7.07K - $8.26K
|
624
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15+ 0.51% |
$7.07K - $8.26K
|
2.94K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
15+ 1.18% |
$7.07K - $8.26K
|
1.29K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 2.13% |
$7.07K - $8.26K
|
720
$324K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15New |
$7.07K - $8.26K
|
15
$6.75K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 1.44% |
$6.6K - $7.71K
|
988
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
14New |
$6.6K - $7.71K
|
14
$6.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
14+ 0.85% |
$6.6K - $7.71K
|
1.66K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14+ 1.24% |
$6.6K - $7.71K
|
1.14K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14+ 2.75% |
$6.6K - $7.71K
|
523
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14+ 0.63% |
$6.6K - $7.71K
|
2.25K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14+ 1.65% |
$6.6K - $7.71K
|
864
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
14New |
$6.6K - $7.71K
|
14
$6.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14+ 0.27% |
$6.6K - $7.71K
|
5.17K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
13+ 0.56% |
$6.13K - $7.16K
|
2.33K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 2.98% |
$6.13K - $7.16K
|
449
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13+ 1.86% |
$6.13K - $7.16K
|
713
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
13+ 1.31% |
$6.13K - $7.16K
|
1.01K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$6.13K - $7.16K
|
13
$5.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.6% |
$6.13K - $7.16K
|
2.17K
$978K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
13New |
$6.13K - $7.16K
|
13
$5.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 4.04% |
$6.13K - $7.16K
|
335
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
13+ 3.08% |
$6.13K - $7.16K
|
435
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 7.26% |
$6.13K - $7.16K
|
192
$86.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13+ 86.67% |
$6.13K - $7.16K
|
28
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13+ 86.67% |
$6.13K - $7.16K
|
28
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
13+ 0.84% |
$6.13K - $7.16K
|
1.55K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13+ 4.73% |
$6.13K - $7.16K
|
288
$130K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
13+ 1300.0% |
$6.13K - $7.16K
|
14
$6.3K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 4.04% |
$6.13K - $7.16K
|
335
$151K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
12New |
$5.66K - $6.61K
|
12
$5.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
12+ 1.24% |
$5.66K - $6.61K
|
977
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12New |
$5.66K - $6.61K
|
12
$5.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 2.3% |
$5.66K - $6.61K
|
533
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 2.23% |
$5.18K - $6.06K
|
504
$227K
|