Security Details
| Security Name: | INTUITIVE SURGICAL INC COM NEW |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 46120e602 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.36B | - | 22 | - |
| 2024-09-30 | $0.33B | -9.8% | 21 | -4.5% |
| 2024-12-31 | $0.32B | -3.7% | 20 | -4.8% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| MCDANIEL TERRY & CO | $36.8M | 70K | 3.0% |
| BROADLEAF PARTNERS, LLC | $12.6M | 24K | 3.0% |
| RIVERPARK CAPITAL MANAGEMENT LLC | $1.4M | 2K | 2.5% |
| DF DENT & CO INC | $191.8M | 367K | 2.4% |
| RIVERPARK ADVISORS, LLC | $2.4M | 8K | 1.9% |
| L & S ADVISORS INC | $11.5M | 22K | 1.3% |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | $22.0M | 42K | 0.9% |
| LEGATO CAPITAL MANAGEMENT LLC | $3.1M | 6K | 0.4% |
| SVB WEALTH LLC | $12.7M | 24K | 0.2% |
| SLATESTONE WEALTH, LLC | $2.2M | 4K | 0.2% |
| TANDEM INVESTMENT ADVISORS, INC. | $5.2M | 9K | 0.2% |
| GLOBALT INVESTMENTS LLC / GA | $3.6M | 6K | 0.1% |
| NORTHSTAR ASSET MANAGEMENT CO LLC | $0.5M | 0K | 0.1% |
| FORBES J M & CO LLP | $1.0M | 1K | 0.1% |
| TUFTON CAPITAL MANAGEMENT | $0.5M | 0K | 0.1% |
| PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | $0.8M | 1K | 0.1% |
| MENGIS CAPITAL MANAGEMENT, INC. | $0.3M | 0K | 0.1% |
| BAHL & GAYNOR INC | $5.2M | 10K | 0.0% |
| ANCORA ADVISORS LLC | $1.1M | 2K | 0.0% |
| CLARKSTON CAPITAL PARTNERS, LLC | $1.3M | 2K | 0.0% |
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