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
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.58% |
$3.3K - $3.85K
|
436
$265K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7- 0.46% |
$3.3K - $3.85K
|
1.53K
$929K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 3.6% |
$3.77K - $4.4K
|
214
$130K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8- 9.3% |
$3.77K - $4.4K
|
78
$47.5K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-10- 9.62% |
$4.71K - $5.51K
|
94
$57.2K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11- 0.36% |
$5.18K - $6.06K
|
3.06K
$1.86M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11- 1.48% |
$5.18K - $6.06K
|
732
$446K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.33% |
$5.66K - $6.61K
|
3.67K
$2.23M
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-13- 1.82% |
$6.13K - $7.16K
|
700
$426K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-14- 2.34% |
$6.6K - $7.71K
|
584
$355K
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-16- 1.31% |
$7.54K - $8.81K
|
1.2K
$731K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19- 18.45% |
$8.95K - $10.5K
|
84
$51.1K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-21- 1.35% |
$9.9K - $11.6K
|
1.53K
$931K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-21- 3.27% |
$9.9K - $11.6K
|
621
$378K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-23- 1.69% |
$10.8K - $12.7K
|
1.34K
$815K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-23- 5.24% |
$10.8K - $12.7K
|
416
$253K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-25- 5.42% |
$11.8K - $13.8K
|
436
$265K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-25- 0.49% |
$11.8K - $13.8K
|
5.1K
$3.1M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-26- 4.76% |
$12.3K - $14.3K
|
520
$317K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27- 1.52% |
$12.7K - $14.9K
|
1.75K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-29- 6.36% |
$13.7K - $16K
|
427
$260K
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 6.94% |
$14.1K - $16.5K
|
402
$245K
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-30- 2.95% |
$14.1K - $16.5K
|
986
$600K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 6.42% |
$14.1K - $16.5K
|
437
$266K
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-35- 2.16% |
$16.5K - $19.3K
|
1.58K
$964K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-35- 58.33% |
$16.5K - $19.3K
|
25
$15.2K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-38- 5.25% |
$17.9K - $20.9K
|
686
$418K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-40- 2.88% |
$18.9K - $22K
|
1.35K
$822K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-41- 1.21% |
$19.3K - $22.6K
|
3.36K
$2.04M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-44- 0.47% |
$20.7K - $24.2K
|
9.33K
$5.68M
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-44- 10.11% |
$20.7K - $24.2K
|
391
$238K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-45- 0.88% |
$21.2K - $24.8K
|
5.05K
$3.07M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-46- 9.62% |
$21.7K - $25.3K
|
432
$263K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-47- 5.61% |
$22.1K - $25.9K
|
791
$481K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-48- 2.56% |
$22.6K - $26.4K
|
1.83K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-49- 2.69% |
$23.1K - $27K
|
1.77K
$1.08M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 6.08% |
$23.6K - $27.5K
|
773
$470K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-50- 0.98% |
$23.6K - $27.5K
|
5.06K
$3.08M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-50- 3.5% |
$23.6K - $27.5K
|
1.38K
$840K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-51- 0.48% |
$24K - $28.1K
|
10.5K
$6.4M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-56- 8.01% |
$26.4K - $30.8K
|
643
$391K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-56- 0.25% |
$26.4K - $30.8K
|
21.9K
$13.4M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-57- 6.81% |
$26.9K - $31.4K
|
780
$475K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.28% |
$26.9K - $31.4K
|
20.6K
$12.5M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-58- 1.64% |
$27.3K - $31.9K
|
3.48K
$2.12M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-69- 3.9% |
$32.5K - $38K
|
1.7K
$1.03M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-73- 1.13% |
$34.4K - $40.2K
|
6.41K
$3.9M
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-75- 0.94% |
$35.3K - $41.3K
|
7.91K
$4.81M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-75- 6.05% |
$35.3K - $41.3K
|
1.17K
$709K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-79- 15.34% |
$37.2K - $43.5K
|
436
$265K
|