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 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-18- 1.05% |
$4.05K - $4.88K
|
1.69K
$1.03M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19- 1.77% |
$4.27K - $5.16K
|
1.06K
$643K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-21- 80.77% |
$4.72K - $5.7K
|
5
$3.04K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-22- 0.38% |
$4.94K - $5.97K
|
5.82K
$3.54M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-24- 1.72% |
$5.39K - $6.51K
|
1.37K
$836K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-25- 4.5% |
$5.62K - $6.78K
|
530
$323K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 2.5% |
$5.62K - $6.78K
|
976
$594K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 1.28% |
$5.62K - $6.78K
|
1.94K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-26- 1.07% |
$5.84K - $7.06K
|
2.4K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-27- 0.89% |
$6.07K - $7.33K
|
3.02K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-28- 3.26% |
$6.29K - $7.6K
|
831
$506K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-29- 2.81% |
$6.52K - $7.87K
|
1K
$611K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-30- 0.56% |
$6.74K - $8.14K
|
5.34K
$3.25M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-30- 1.52% |
$6.74K - $8.14K
|
1.95K
$1.19M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-30- 4.11% |
$6.74K - $8.14K
|
700
$426K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-32- 1.4% |
$7.19K - $8.68K
|
2.25K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-34- 0.4% |
$7.64K - $9.23K
|
8.44K
$5.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-36- 54.55% |
$8.09K - $9.77K
|
30
$18.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-36- 3.7% |
$8.09K - $9.77K
|
938
$571K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-36- 11.39% |
$8.09K - $9.77K
|
280
$170K
|
|
|
Apr 07, 2023
Q1 2023
|
Sycomore Asset Management
|
SELL
|
- |
-38- 14.39% |
$8.54K - $10.3K
|
226
$138K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-38- 2.43% |
$8.54K - $10.3K
|
1.52K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-38- 2.17% |
$8.54K - $10.3K
|
1.72K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-38- 0.23% |
$8.54K - $10.3K
|
16.7K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-39- 2.87% |
$8.77K - $10.6K
|
1.32K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 1.21% |
$8.77K - $10.6K
|
3.17K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-40- 0.27% |
$8.99K - $10.9K
|
14.6K
$8.88M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-41- 1.24% |
$9.21K - $11.1K
|
3.26K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-42- 29.37% |
$9.44K - $11.4K
|
101
$61.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-43- 2.53% |
$9.66K - $11.7K
|
1.65K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-43- 2.42% |
$9.66K - $11.7K
|
1.74K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-45- 2.87% |
$10.1K - $12.2K
|
1.53K
$928K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-45- 1.71% |
$10.1K - $12.2K
|
2.59K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-45- 3.46% |
$10.1K - $12.2K
|
1.26K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 6.79% |
$10.3K - $12.5K
|
631
$384K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-48- 4.31% |
$10.8K - $13K
|
1.07K
$648K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48Closed |
$10.8K - $13K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-50- 0.38% |
$11.2K - $13.6K
|
13.1K
$7.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-50- 0.57% |
$11.2K - $13.6K
|
8.77K
$5.33M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 2.19% |
$11.2K - $13.6K
|
2.23K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-51- 3.3% |
$11.5K - $13.8K
|
1.49K
$909K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-51- 1.53% |
$11.5K - $13.8K
|
3.29K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-53- 9.69% |
$11.9K - $14.4K
|
494
$301K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-53- 0.57% |
$11.9K - $14.4K
|
9.2K
$5.6M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55- 37.41% |
$12.4K - $14.9K
|
92
$56K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-56- 3.15% |
$12.6K - $15.2K
|
1.72K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-56- -0.0% |
$12.6K - $15.2K
|
2.08M
$1.27B
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-57- 4.95% |
$12.8K - $15.5K
|
1.09K
$666K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-57- 5.27% |
$12.8K - $15.5K
|
1.02K
$623K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-57- 4.17% |
$12.8K - $15.5K
|
1.31K
$797K
|