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 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
263+ 2.68% |
$124K - $145K
|
10.1K
$6.14M
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
259+ 2.41% |
$122K - $143K
|
11K
$6.69M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
259+ 94.18% |
$122K - $143K
|
534
$325K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
254+ 10.67% |
$120K - $140K
|
2.64K
$1.6M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
248+ 7.62% |
$117K - $137K
|
3.5K
$2.13M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
236+ 4.32% |
$111K - $130K
|
5.7K
$3.47M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
221+ 27.08% |
$104K - $122K
|
1.04K
$631K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
220+ 11.77% |
$104K - $121K
|
2.09K
$1.27M
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
212+ 9.86% |
$99.9K - $117K
|
2.36K
$1.44M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
203+ 5.0% |
$95.7K - $112K
|
4.27K
$2.6M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
201+ 23.43% |
$94.7K - $111K
|
1.06K
$645K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
200+ 0.23% |
$94.3K - $110K
|
86.4K
$52.6M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
173+ 12.17% |
$81.5K - $95.3K
|
1.59K
$970K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
172+ 2.52% |
$81.1K - $94.7K
|
7.01K
$4.26M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
168+ 4.37% |
$79.2K - $92.5K
|
4.02K
$2.44M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
168+ 1.84% |
$79.2K - $92.5K
|
9.29K
$5.65M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
164+ 8.93% |
$77.3K - $90.3K
|
2K
$1.22M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
163+ 33.27% |
$76.8K - $89.8K
|
653
$397K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
160+ 8.11% |
$75.4K - $88.1K
|
2.13K
$1.3M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
154+ 9.28% |
$72.6K - $84.8K
|
1.81K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
151+ 1.85% |
$71.2K - $83.1K
|
8.33K
$5.07M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
148+ 27.41% |
$69.7K - $81.5K
|
688
$419K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
143+ 7.92% |
$67.4K - $78.7K
|
1.95K
$1.19M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
140+ 26.02% |
$66K - $77.1K
|
678
$413K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
140+ 3.97% |
$66K - $77.1K
|
3.67K
$2.23M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
123+ 22.91% |
$58K - $67.7K
|
660
$402K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
121+ 15.55% |
$57K - $66.6K
|
899
$547K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
121+ 98.37% |
$57K - $66.6K
|
244
$149K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 19.51% |
$49K - $57.3K
|
637
$388K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
98+ 11.85% |
$46.2K - $54K
|
925
$563K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97+ 3.16% |
$45.7K - $53.4K
|
3.17K
$1.93M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
97+ 3.44% |
$45.7K - $53.4K
|
2.91K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97+ 0.97% |
$45.7K - $53.4K
|
10.1K
$6.12M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 2.48% |
$45.7K - $53.4K
|
4K
$2.44M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
91+ 7.82% |
$42.9K - $50.1K
|
1.26K
$764K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
91+ 1.44% |
$42.9K - $50.1K
|
6.41K
$3.9M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
90+ 14.35% |
$42.4K - $49.6K
|
717
$436K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
90+ 7.85% |
$42.4K - $49.6K
|
1.24K
$753K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
90+ 6.14% |
$42.4K - $49.6K
|
1.56K
$947K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
85+ 9.04% |
$40.1K - $46.8K
|
1.03K
$624K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
80+ 4.04% |
$37.7K - $44K
|
2.06K
$1.25M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
74+ 1.69% |
$34.9K - $40.7K
|
4.45K
$2.71M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
73+ 2.92% |
$34.4K - $40.2K
|
2.57K
$1.56M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
72+ 300.0% |
$33.9K - $39.6K
|
96
$58.4K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
72+ 22.43% |
$33.9K - $39.6K
|
393
$239K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$32.5K - $38K
|
69
$42K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59+ 6.15% |
$27.8K - $32.5K
|
1.02K
$620K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 43.94% |
$27.3K - $31.9K
|
190
$116K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
52+ 1.43% |
$24.5K - $28.6K
|
3.69K
$2.25M
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
51+ 2.44% |
$24K - $28.1K
|
2.14K
$1.3M
|