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 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1- 5.0% |
$471 - $551
|
19
$10.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.34% |
$471 - $551
|
292
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 0.14% |
$471 - $551
|
725
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 5.88% |
$471 - $551
|
16
$9.15K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 1.13% |
$943 - $1.1K
|
175
$100K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-2- 0.48% |
$943 - $1.1K
|
419
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.47% |
$943 - $1.1K
|
424
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-2- 0.21% |
$943 - $1.1K
|
945
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.26% |
$943 - $1.1K
|
45
$25.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2- 0.17% |
$943 - $1.1K
|
1.14K
$653K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 2.7% |
$1.41K - $1.65K
|
108
$61.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$1.89K - $2.2K
|
22
$12.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.35% |
$1.89K - $2.2K
|
1.15K
$660K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-4- 0.34% |
$1.89K - $2.2K
|
1.19K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 16.67% |
$2.36K - $2.75K
|
25
$14.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5- 0.71% |
$2.36K - $2.75K
|
701
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 2.91% |
$2.83K - $3.3K
|
200
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-6- 1.4% |
$2.83K - $3.3K
|
424
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-6- 0.25% |
$2.83K - $3.3K
|
2.43K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6- 1.38% |
$2.83K - $3.3K
|
428
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.52% |
$2.83K - $3.3K
|
1.16K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.58% |
$3.3K - $3.85K
|
436
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-7- 0.61% |
$3.3K - $3.85K
|
1.15K
$657K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7- 0.46% |
$3.3K - $3.85K
|
1.53K
$873K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 3.6% |
$3.77K - $4.4K
|
214
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8- 0.47% |
$3.77K - $4.4K
|
1.71K
$978K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8- 9.3% |
$3.77K - $4.4K
|
78
$44.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9- 1.65% |
$4.24K - $4.96K
|
538
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-10- 9.62% |
$4.71K - $5.51K
|
94
$53.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11- 1.48% |
$5.18K - $6.06K
|
732
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11- 0.36% |
$5.18K - $6.06K
|
3.06K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.33% |
$5.66K - $6.61K
|
3.67K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-13- 1.82% |
$6.13K - $7.16K
|
700
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-14- 2.34% |
$6.6K - $7.71K
|
584
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-14- 9.79% |
$6.6K - $7.71K
|
129
$73.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-15- 3.08% |
$7.07K - $8.26K
|
472
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-16- 1.31% |
$7.54K - $8.81K
|
1.2K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-16- 3.7% |
$7.54K - $8.81K
|
417
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-17- 0.23% |
$8.01K - $9.36K
|
7.4K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-18- 1.12% |
$8.48K - $9.91K
|
1.59K
$909K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-18- 4.04% |
$8.48K - $9.91K
|
428
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-19- 0.8% |
$8.95K - $10.5K
|
2.35K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-19- 0.38% |
$8.95K - $10.5K
|
5.02K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19- 18.45% |
$8.95K - $10.5K
|
84
$48K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 4.85% |
$9.43K - $11K
|
392
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-20- 0.17% |
$9.43K - $11K
|
12K
$6.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-21- 1.35% |
$9.9K - $11.6K
|
1.53K
$874K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-21- 3.27% |
$9.9K - $11.6K
|
621
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-23- 5.24% |
$10.8K - $12.7K
|
416
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-23- 1.69% |
$10.8K - $12.7K
|
1.34K
$766K
|