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 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-56- 0.99% |
$26.4K - $30.8K
|
5.58K
$2.89M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.28% |
$26.9K - $31.4K
|
20.6K
$10.7M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-57- 6.81% |
$26.9K - $31.4K
|
780
$404K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-57- 26.89% |
$26.9K - $31.4K
|
155
$80.3K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-58- 1.64% |
$27.3K - $31.9K
|
3.48K
$1.8M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-58- 4.84% |
$27.3K - $31.9K
|
1.14K
$591K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-58- 2.93% |
$27.3K - $31.9K
|
1.92K
$995K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-59- 7.01% |
$27.8K - $32.5K
|
783
$406K
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-60- 3.39% |
$28.3K - $33K
|
1.71K
$886K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-60- 0.22% |
$28.3K - $33K
|
27.4K
$14.2M
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
SELL
|
- |
-61- 6.08% |
$28.7K - $33.6K
|
943
$489K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-65- 2.64% |
$30.6K - $35.8K
|
2.4K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-69- 3.9% |
$32.5K - $38K
|
1.7K
$881K
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-69- 0.54% |
$32.5K - $38K
|
12.6K
$6.54M
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-70- 1.61% |
$33K - $38.5K
|
4.29K
$2.22M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 2.07% |
$33K - $38.5K
|
3.32K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-70- 2.93% |
$33K - $38.5K
|
2.32K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-71- 15.67% |
$33.5K - $39.1K
|
382
$198K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-73- 1.13% |
$34.4K - $40.2K
|
6.41K
$3.32M
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-74- 8.84% |
$34.9K - $40.7K
|
763
$395K
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-75- 0.94% |
$35.3K - $41.3K
|
7.91K
$4.1M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-75- 6.05% |
$35.3K - $41.3K
|
1.17K
$604K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-75- 4.75% |
$35.3K - $41.3K
|
1.51K
$780K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-75- 13.35% |
$35.3K - $41.3K
|
487
$252K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-76- 3.91% |
$35.8K - $41.8K
|
1.87K
$967K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-76- 15.54% |
$35.8K - $41.8K
|
413
$214K
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-77- 2.0% |
$36.3K - $42.4K
|
3.77K
$1.95M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-77- 0.92% |
$36.3K - $42.4K
|
8.33K
$4.32M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-79- 15.34% |
$37.2K - $43.5K
|
436
$226K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.74% |
$37.7K - $44K
|
2.84K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-82- 1.44% |
$38.6K - $45.2K
|
5.6K
$2.9M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-82- 6.98% |
$38.6K - $45.2K
|
1.09K
$566K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-82- 0.73% |
$38.6K - $45.2K
|
11.1K
$5.76M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-82- 0.47% |
$38.6K - $45.2K
|
17.4K
$9.02M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-82- 8.01% |
$38.6K - $45.2K
|
942
$488K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-83- 14.8% |
$39.1K - $45.7K
|
478
$248K
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-83- 1.76% |
$39.1K - $45.7K
|
4.64K
$2.4M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-86- 0.88% |
$40.5K - $47.4K
|
9.66K
$5M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-88- 13.08% |
$41.5K - $48.5K
|
585
$303K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-88- 0.13% |
$41.5K - $48.5K
|
69.5K
$36M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-90- 7.61% |
$42.4K - $49.6K
|
1.09K
$566K
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-91- 2.17% |
$42.9K - $50.1K
|
4.1K
$2.12M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-92- 15.21% |
$43.4K - $50.7K
|
513
$266K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-94- 5.34% |
$44.3K - $51.8K
|
1.67K
$863K
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-94- 14.14% |
$44.3K - $51.8K
|
571
$296K
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-94- 0.96% |
$44.3K - $51.8K
|
9.7K
$5.03M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-96- 0.66% |
$45.2K - $52.9K
|
14.5K
$7.54M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-97- 6.16% |
$45.7K - $53.4K
|
1.48K
$765K
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 4.76% |
$47.1K - $55.1K
|
2K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-100- 0.86% |
$47.1K - $55.1K
|
11.6K
$6.01M
|