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 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$225 - $271
|
1
$609
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.14% |
$225 - $271
|
740
$450K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.11% |
$225 - $271
|
948
$577K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 0.39% |
$225 - $271
|
253
$154K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 10.0% |
$225 - $271
|
9
$5.48K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1- 0.09% |
$225 - $271
|
1.08K
$657K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 28.57% |
$450 - $543
|
5
$3.04K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 8.7% |
$450 - $543
|
21
$12.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 18.18% |
$450 - $543
|
9
$5.48K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.27% |
$450 - $543
|
735
$447K
|
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2- 0.01% |
$450 - $543
|
26.2K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.21% |
$674 - $814
|
1.44K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-3- 0.32% |
$674 - $814
|
929
$565K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4- 0.44% |
$899 - $1.09K
|
915
$557K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5- 0.1% |
$1.12K - $1.36K
|
4.92K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 11.63% |
$1.12K - $1.36K
|
38
$23.1K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5Closed |
$1.12K - $1.36K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6- 8.0% |
$1.35K - $1.63K
|
69
$42K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-6- 0.07% |
$1.35K - $1.63K
|
9.1K
$5.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6- 0.63% |
$1.35K - $1.63K
|
946
$576K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.74% |
$1.35K - $1.63K
|
801
$488K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6- 0.23% |
$1.35K - $1.63K
|
2.58K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 2.76% |
$1.35K - $1.63K
|
211
$128K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-8- 0.91% |
$1.8K - $2.17K
|
874
$532K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 36.0% |
$2.02K - $2.44K
|
16
$9.74K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 0.24% |
$2.02K - $2.44K
|
3.71K
$2.26M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$2.02K - $2.44K
|
3
$1.83K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9- 2.44% |
$2.02K - $2.44K
|
360
$219K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-9- 0.8% |
$2.02K - $2.44K
|
1.12K
$679K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9- 1.27% |
$2.02K - $2.44K
|
698
$425K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-10- 1.17% |
$2.25K - $2.71K
|
846
$515K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-10- 1.02% |
$2.25K - $2.71K
|
974
$593K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10- 0.51% |
$2.25K - $2.71K
|
1.97K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-10- 0.01% |
$2.25K - $2.71K
|
104K
$63M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 13.7% |
$2.25K - $2.71K
|
63
$38.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 47.83% |
$2.47K - $2.98K
|
12
$7.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 2.43% |
$2.47K - $2.98K
|
442
$269K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-12- 1.35% |
$2.7K - $3.26K
|
876
$533K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12- 0.83% |
$2.7K - $3.26K
|
1.43K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-13- 0.42% |
$2.92K - $3.53K
|
3.1K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-14- 1.99% |
$3.15K - $3.8K
|
689
$419K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-15- 1.07% |
$3.37K - $4.07K
|
1.39K
$843K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15- 1.01% |
$3.37K - $4.07K
|
1.46K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.12% |
$3.37K - $4.07K
|
13K
$7.88M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16- 0.25% |
$3.6K - $4.34K
|
6.37K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16- 0.34% |
$3.6K - $4.34K
|
4.66K
$2.83M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16- 0.25% |
$3.6K - $4.34K
|
6.26K
$3.81M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-17- 5.12% |
$3.82K - $4.61K
|
315
$192K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-17- 1.6% |
$3.82K - $4.61K
|
1.05K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-18- 0.36% |
$4.05K - $4.88K
|
5.04K
$3.07M
|