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 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11+ 0.51% |
$5.18K - $6.06K
|
2.17K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11+ 1.37% |
$5.18K - $6.06K
|
814
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.45% |
$5.18K - $6.06K
|
2.44K
$1.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.23% |
$4.71K - $5.51K
|
4.38K
$1.97M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 1.43% |
$4.71K - $5.51K
|
711
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10+ 2.16% |
$4.71K - $5.51K
|
474
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
10+ 0.18% |
$4.71K - $5.51K
|
5.7K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 20.0% |
$4.71K - $5.51K
|
60
$27K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
10+ 43.48% |
$4.71K - $5.51K
|
33
$14.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.19% |
$4.71K - $5.51K
|
467
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
10+ 1.6% |
$4.71K - $5.51K
|
634
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 2.44% |
$4.71K - $5.51K
|
420
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
10+ 0.91% |
$4.71K - $5.51K
|
1.11K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10+ 0.37% |
$4.71K - $5.51K
|
2.7K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9+ 1.88% |
$4.24K - $4.96K
|
488
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9+ 0.77% |
$4.24K - $4.96K
|
1.18K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.83% |
$4.24K - $4.96K
|
1.09K
$492K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 8.11% |
$4.24K - $4.96K
|
120
$54K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
9New |
$4.24K - $4.96K
|
9
$4.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 0.4% |
$4.24K - $4.96K
|
2.29K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
9+ 1.11% |
$4.24K - $4.96K
|
822
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 6.38% |
$4.24K - $4.96K
|
150
$67.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9+ 1.11% |
$4.24K - $4.96K
|
819
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.82% |
$3.77K - $4.4K
|
985
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 160.0% |
$3.77K - $4.4K
|
13
$5.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
8+ 1.94% |
$3.77K - $4.4K
|
420
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8+ 1.48% |
$3.77K - $4.4K
|
549
$247K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$3.77K - $4.4K
|
8
$3.6K
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8New |
$3.77K - $4.4K
|
8
$3.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7+ 1.28% |
$3.3K - $3.85K
|
554
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7+ 0.53% |
$3.3K - $3.85K
|
1.33K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
7+ 0.64% |
$3.3K - $3.85K
|
1.1K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 1.85% |
$3.3K - $3.85K
|
385
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
7+ 0.64% |
$3.3K - $3.85K
|
1.11K
$498K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7+ 1.58% |
$3.3K - $3.85K
|
450
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 1.48% |
$3.3K - $3.85K
|
481
$216K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6+ 0.76% |
$2.83K - $3.3K
|
793
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.88% |
$2.83K - $3.3K
|
689
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$2.83K - $3.3K
|
1.53K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6+ 0.08% |
$2.83K - $3.3K
|
7.68K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 17.65% |
$2.83K - $3.3K
|
40
$18K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
6+ 0.56% |
$2.83K - $3.3K
|
1.07K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6+ 8.82% |
$2.83K - $3.3K
|
74
$33.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 66.67% |
$2.83K - $3.3K
|
15
$6.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6+ 3.33% |
$2.83K - $3.3K
|
186
$83.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 11.76% |
$2.83K - $3.3K
|
57
$25.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5+ 0.6% |
$2.36K - $2.75K
|
832
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5+ 1.11% |
$2.36K - $2.75K
|
457
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.52% |
$2.36K - $2.75K
|
971
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 26.32% |
$2.36K - $2.75K
|
24
$10.8K
|