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 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.74% |
$37.7K - $44K
|
2.84K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-82- 6.98% |
$38.6K - $45.2K
|
1.09K
$665K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-83- 14.8% |
$39.1K - $45.7K
|
478
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-91- 2.17% |
$42.9K - $50.1K
|
4.1K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-100- 0.86% |
$47.1K - $55.1K
|
11.6K
$7.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-102- 2.33% |
$48.1K - $56.2K
|
4.27K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-103- 3.66% |
$48.5K - $56.7K
|
2.71K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-103- 2.35% |
$48.5K - $56.7K
|
4.29K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-103- 6.07% |
$48.5K - $56.7K
|
1.59K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-115- 4.28% |
$54.2K - $63.3K
|
2.57K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-119- 15.64% |
$56.1K - $65.5K
|
642
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-120- 5.77% |
$56.6K - $66.1K
|
1.96K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-124- 96.12% |
$58.4K - $68.3K
|
5
$3.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 20.42% |
$58.9K - $68.8K
|
487
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-146- 5.37% |
$68.8K - $80.4K
|
2.57K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 2.82% |
$70.7K - $82.6K
|
5.16K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-157- 0.98% |
$74K - $86.4K
|
15.8K
$9.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-160- 13.94% |
$75.4K - $88.1K
|
988
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-172- 11.2% |
$81.1K - $94.7K
|
1.36K
$830K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-172- 2.58% |
$81.1K - $94.7K
|
6.49K
$3.95M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-190- 1.91% |
$89.5K - $105K
|
9.74K
$5.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-211- 0.24% |
$99.4K - $116K
|
87K
$53M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-220- 5.68% |
$104K - $121K
|
3.66K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 12.41% |
$106K - $124K
|
1.59K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-227- 0.69% |
$107K - $125K
|
32.5K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-238- 1.59% |
$112K - $131K
|
14.7K
$8.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-245- 2.8% |
$115K - $135K
|
8.5K
$5.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-277- 0.51% |
$131K - $153K
|
54.1K
$32.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-278- 9.05% |
$131K - $153K
|
2.79K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-300- 17.94% |
$141K - $165K
|
1.37K
$835K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-302- 3.65% |
$142K - $166K
|
7.97K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-306- 3.31% |
$144K - $168K
|
8.95K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-314- 4.97% |
$148K - $173K
|
6.01K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-319- 37.31% |
$150K - $176K
|
536
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-326- 15.08% |
$154K - $180K
|
1.84K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-330- 39.95% |
$156K - $182K
|
496
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-331- 8.4% |
$156K - $182K
|
3.61K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-352- 1.15% |
$166K - $194K
|
30.2K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-355- 1.61% |
$167K - $195K
|
21.7K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-408- 7.1% |
$192K - $225K
|
5.34K
$3.25M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-410- 3.01% |
$193K - $226K
|
13.2K
$8.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-481- 42.98% |
$227K - $265K
|
638
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-485- 38.37% |
$229K - $267K
|
779
$474K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-494- 1.29% |
$233K - $272K
|
37.9K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-498- 7.09% |
$235K - $274K
|
6.53K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-546- 19.57% |
$257K - $301K
|
2.24K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-900- 5.46% |
$424K - $496K
|
15.6K
$9.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-900- 3.25% |
$424K - $496K
|
26.8K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-923- 11.5% |
$435K - $508K
|
7.1K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1K- 3.2% |
$471K - $551K
|
30.3K
$18.4M
|