Purchases and Sales Made in Q1 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
117New |
$26.3K - $31.7K
|
117
$60.4K
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
114+ 8.03% |
$25.6K - $30.9K
|
1.53K
$792K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
114+ 8.23% |
$25.6K - $30.9K
|
1.5K
$775K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
113+ 8.35% |
$25.4K - $30.7K
|
1.47K
$757K
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
112+ 7.98% |
$25.2K - $30.4K
|
1.52K
$782K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
110+ 64.71% |
$24.7K - $29.8K
|
280
$145K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
110+ 1.53% |
$24.7K - $29.8K
|
7.29K
$3.77M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
109+ 0.97% |
$24.5K - $29.6K
|
11.3K
$5.85M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
107+ 5.41% |
$24K - $29K
|
2.09K
$1.08M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
103+ 1.95% |
$23.1K - $28K
|
5.37K
$2.77M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
101+ 721.43% |
$22.7K - $27.4K
|
115
$59.4K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 1.58% |
$22.3K - $26.9K
|
6.38K
$3.3M
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
98+ 0.41% |
$22K - $26.6K
|
24.2K
$12.5M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
97+ 3.61% |
$21.8K - $26.3K
|
2.79K
$1.44M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
94+ 0.39% |
$21.1K - $25.5K
|
24.4K
$12.6M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94+ 5.2% |
$21.1K - $25.5K
|
1.9K
$982K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
92+ 1314.29% |
$20.7K - $25K
|
99
$51.1K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
91+ 7.32% |
$20.5K - $24.7K
|
1.34K
$689K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
90+ 2.74% |
$20.2K - $24.4K
|
3.38K
$1.74M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
89+ 10.79% |
$20K - $24.2K
|
914
$472K
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
85+ 1.28% |
$19.1K - $23.1K
|
6.75K
$3.48M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
84+ 5.61% |
$18.9K - $22.8K
|
1.58K
$816K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
84+ 45.65% |
$18.9K - $22.8K
|
268
$138K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
83+ 1.76% |
$18.7K - $22.5K
|
4.8K
$2.48M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
83+ 10.44% |
$18.7K - $22.5K
|
878
$453K
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
82+ 1.71% |
$18.4K - $22.3K
|
4.88K
$2.52M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
80+ 7.47% |
$18K - $21.7K
|
1.15K
$594K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
79+ 6.01% |
$17.8K - $21.4K
|
1.39K
$719K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
79+ 4.01% |
$17.8K - $21.4K
|
2.05K
$1.06M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
78+ 0.04% |
$17.5K - $21.2K
|
177K
$91.4M
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
78+ 4.08% |
$17.5K - $21.2K
|
1.99K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
76+ 3.24% |
$17.1K - $20.6K
|
2.42K
$1.25M
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
74+ 0.1% |
$16.6K - $20.1K
|
71.4K
$36.9M
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
72+ 7.92% |
$16.2K - $19.5K
|
981
$507K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
72+ 0.47% |
$16.2K - $19.5K
|
15.3K
$7.9M
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
71+ 2.01% |
$16K - $19.3K
|
3.61K
$1.86M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
70+ 6.75% |
$15.7K - $19K
|
1.11K
$572K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
70+ 0.97% |
$15.7K - $19K
|
7.3K
$3.77M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
70+ 1.18% |
$15.7K - $19K
|
6.02K
$3.11M
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
67+ 0.56% |
$15.1K - $18.2K
|
12.1K
$6.26M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
67+ 11.39% |
$15.1K - $18.2K
|
655
$338K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
66+ 1650.0% |
$14.8K - $17.9K
|
70
$36.2K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
65New |
$14.6K - $17.6K
|
65
$33.6K
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
65+ 3.26% |
$14.6K - $17.6K
|
2.06K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.89% |
$14.6K - $17.6K
|
7.4K
$3.82M
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
63+ 0.12% |
$14.2K - $17.1K
|
51.9K
$26.8M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
63+ 1.16% |
$14.2K - $17.1K
|
5.48K
$2.83M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 17.03% |
$13.9K - $16.8K
|
426
$220K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
61+ 1.52% |
$13.7K - $16.6K
|
4.07K
$2.1M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 0.16% |
$12.8K - $15.5K
|
35.9K
$18.5M
|