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
|
Quarry LP
New York, NY |
SELL
|
- |
-177- 36.65% |
$83.4K - $97.5K
|
306
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-181- 23.09% |
$85.3K - $99.7K
|
603
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-182- 3.69% |
$85.8K - $100K
|
4.76K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 5.14% |
$85.8K - $100K
|
3.36K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-183- 1.65% |
$86.2K - $101K
|
10.9K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-188- 0.69% |
$88.6K - $104K
|
27.1K
$14M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-190- 1.91% |
$89.5K - $105K
|
9.74K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-192- 5.57% |
$90.5K - $106K
|
3.25K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-196- 28.41% |
$92.4K - $108K
|
494
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-197- 6.1% |
$92.8K - $108K
|
3.03K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-197- 0.59% |
$92.8K - $108K
|
33.3K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-199- 31.94% |
$93.8K - $110K
|
424
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 2.54% |
$94.3K - $110K
|
7.68K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-201- 4.47% |
$94.7K - $111K
|
4.3K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-211- 0.24% |
$99.4K - $116K
|
87K
$44.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-212- 4.05% |
$99.9K - $117K
|
5.03K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-213- 2.49% |
$100K - $117K
|
8.33K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-217- 2.12% |
$102K - $119K
|
10K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-217- 3.65% |
$102K - $119K
|
5.73K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-220- 5.68% |
$104K - $121K
|
3.66K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-224- 33.84% |
$106K - $123K
|
438
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 12.41% |
$106K - $124K
|
1.59K
$820K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-225- 13.38% |
$106K - $124K
|
1.46K
$752K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-226- 2.83% |
$107K - $124K
|
7.76K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-227- 0.69% |
$107K - $125K
|
32.5K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-227- 7.72% |
$107K - $125K
|
2.71K
$1.4M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-228- 23.97% |
$107K - $126K
|
723
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-230- 3.09% |
$108K - $127K
|
7.2K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-233- 19.73% |
$110K - $128K
|
948
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-236- 0.7% |
$111K - $130K
|
33.7K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-238- 1.59% |
$112K - $131K
|
14.7K
$7.62M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-243- 34.52% |
$115K - $134K
|
461
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-245- 2.8% |
$115K - $135K
|
8.5K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-247- 4.82% |
$116K - $136K
|
4.88K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-247- 5.69% |
$116K - $136K
|
4.1K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 21.74% |
$118K - $138K
|
900
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-265- 6.69% |
$125K - $146K
|
3.7K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-270- 12.11% |
$127K - $149K
|
1.96K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-273- 5.42% |
$129K - $150K
|
4.76K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-274- 9.05% |
$129K - $151K
|
2.75K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-277- 0.51% |
$131K - $153K
|
54.1K
$27.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-277- 1.2% |
$131K - $153K
|
22.8K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-278- 9.05% |
$131K - $153K
|
2.79K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-280- 5.9% |
$132K - $154K
|
4.47K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-285- 1.27% |
$134K - $157K
|
22.2K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-286- 1.17% |
$135K - $157K
|
24.2K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-289- 1.29% |
$136K - $159K
|
22K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-294- 2.31% |
$139K - $162K
|
12.4K
$6.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-294- 2.11% |
$139K - $162K
|
13.6K
$7.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-300- 17.94% |
$141K - $165K
|
1.37K
$709K
|