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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
55+ 4.33% |
$12.4K - $14.9K
|
1.33K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 6.93% |
$12.4K - $14.9K
|
849
$506K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
54+ 3.33% |
$12.1K - $14.7K
|
1.68K
$998K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 21.86% |
$12.1K - $14.7K
|
301
$179K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
53+ 1.59% |
$11.9K - $14.4K
|
3.39K
$2.02M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
50New |
$11.2K - $13.6K
|
50
$29.8K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 6.39% |
$11.2K - $13.6K
|
832
$495K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
49+ 2.14% |
$11K - $13.3K
|
2.34K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 2.26% |
$11K - $13.3K
|
2.22K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
46+ 2.09% |
$10.3K - $12.5K
|
2.24K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
46+ 27.88% |
$10.3K - $12.5K
|
211
$126K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
45+ 150.0% |
$10.1K - $12.2K
|
75
$44.7K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
45+ 3.37% |
$10.1K - $12.2K
|
1.38K
$822K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
42+ 3.88% |
$9.44K - $11.4K
|
1.13K
$670K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
42+ 0.58% |
$9.44K - $11.4K
|
7.32K
$4.36M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
41+ 4.22% |
$9.21K - $11.1K
|
1.01K
$603K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
41New |
$9.21K - $11.1K
|
41
$24.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
40+ 2.07% |
$8.99K - $10.9K
|
1.97K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
39+ 1.44% |
$8.77K - $10.6K
|
2.75K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
39+ 4.19% |
$8.77K - $10.6K
|
969
$577K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
39+ 2.96% |
$8.77K - $10.6K
|
1.36K
$808K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
36+ 1.9% |
$8.09K - $9.77K
|
1.93K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
36+ 14.29% |
$8.09K - $9.77K
|
288
$172K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
36+ 1.78% |
$8.09K - $9.77K
|
2.06K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
36+ 4.49% |
$8.09K - $9.77K
|
837
$498K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
34+ 2.35% |
$7.64K - $9.23K
|
1.48K
$882K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33+ 3.48% |
$7.42K - $8.95K
|
982
$585K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
33+ 3.54% |
$7.42K - $8.95K
|
964
$574K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
30+ 0.37% |
$6.74K - $8.14K
|
8.23K
$4.9M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
30+ 50.0% |
$6.74K - $8.14K
|
90
$53.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29+ 2.83% |
$6.52K - $7.87K
|
1.06K
$628K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 2.19% |
$6.52K - $7.87K
|
1.35K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
29+ 0.04% |
$6.52K - $7.87K
|
75K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
28+ 0.07% |
$6.29K - $7.6K
|
42.6K
$25.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27+ 3.14% |
$6.07K - $7.33K
|
886
$528K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
27+ 2.79% |
$6.07K - $7.33K
|
994
$592K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27+ 0.73% |
$6.07K - $7.33K
|
3.73K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
26+ 2.51% |
$5.84K - $7.06K
|
1.06K
$631K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26+ 0.22% |
$5.84K - $7.06K
|
11.8K
$7.01M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26+ 1.34% |
$5.84K - $7.06K
|
1.97K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
25+ 83.33% |
$5.62K - $6.78K
|
55
$32.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25New |
$5.62K - $6.78K
|
25
$14.9K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 1.43% |
$5.62K - $6.78K
|
1.78K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
24+ 200.0% |
$5.39K - $6.51K
|
36
$21.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
23+ 0.55% |
$5.17K - $6.24K
|
4.2K
$2.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 9.59% |
$4.72K - $5.7K
|
240
$143K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 1.92% |
$4.72K - $5.7K
|
1.11K
$662K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 1.24% |
$4.72K - $5.7K
|
1.72K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
20+ 2.44% |
$4.5K - $5.43K
|
840
$500K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 1.25% |
$4.5K - $5.43K
|
1.62K
$967K
|