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 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.04% |
$471 - $551
|
2.53K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-2- 0.21% |
$943 - $1.1K
|
945
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.47% |
$943 - $1.1K
|
424
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 1.13% |
$943 - $1.1K
|
175
$90.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2- 0.17% |
$943 - $1.1K
|
1.14K
$589K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-2- 0.48% |
$943 - $1.1K
|
419
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.26% |
$943 - $1.1K
|
45
$23.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-2- 0.05% |
$943 - $1.1K
|
4.21K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2- 0.4% |
$943 - $1.1K
|
503
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 2.7% |
$1.41K - $1.65K
|
108
$55.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3- 0.12% |
$1.41K - $1.65K
|
2.55K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.35% |
$1.89K - $2.2K
|
1.15K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-4- 0.34% |
$1.89K - $2.2K
|
1.19K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$1.89K - $2.2K
|
22
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4- 0.73% |
$1.89K - $2.2K
|
541
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4- 0.93% |
$1.89K - $2.2K
|
425
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 16.67% |
$2.36K - $2.75K
|
25
$12.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5- 0.71% |
$2.36K - $2.75K
|
701
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.23% |
$2.36K - $2.75K
|
2.19K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5- 0.02% |
$2.36K - $2.75K
|
21.4K
$11.1M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.2% |
$2.36K - $2.75K
|
2.55K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 2.91% |
$2.83K - $3.3K
|
200
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-6- 0.25% |
$2.83K - $3.3K
|
2.43K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.52% |
$2.83K - $3.3K
|
1.16K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-6- 1.4% |
$2.83K - $3.3K
|
424
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6- 1.38% |
$2.83K - $3.3K
|
428
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-6- 0.43% |
$2.83K - $3.3K
|
1.4K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.58% |
$3.3K - $3.85K
|
436
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7- 0.46% |
$3.3K - $3.85K
|
1.53K
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-7- 0.61% |
$3.3K - $3.85K
|
1.15K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 3.95% |
$3.3K - $3.85K
|
170
$87.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-7- 7.0% |
$3.3K - $3.85K
|
93
$48K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 1.19% |
$3.3K - $3.85K
|
581
$300K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7- 0.14% |
$3.3K - $3.85K
|
4.85K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 3.6% |
$3.77K - $4.4K
|
214
$110K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8- 9.3% |
$3.77K - $4.4K
|
78
$40.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8- 0.47% |
$3.77K - $4.4K
|
1.71K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-8- 1.89% |
$3.77K - $4.4K
|
415
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-8- 1.54% |
$3.77K - $4.4K
|
513
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-8- 0.8% |
$3.77K - $4.4K
|
998
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8Closed |
$3.77K - $4.4K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.82% |
$3.77K - $4.4K
|
966
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9- 1.65% |
$4.24K - $4.96K
|
538
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-10- 9.62% |
$4.71K - $5.51K
|
94
$48.5K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10- 1.73% |
$4.71K - $5.51K
|
569
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 0.23% |
$4.71K - $5.51K
|
4.37K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10- 0.48% |
$4.71K - $5.51K
|
2.07K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-10- 1.56% |
$4.71K - $5.51K
|
630
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.48% |
$4.71K - $5.51K
|
2.06K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10- 1.35% |
$4.71K - $5.51K
|
732
$378K
|