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 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
409+ 32.08% |
$91.9K - $111K
|
1.68K
$912K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
396+ 1.32% |
$89K - $107K
|
30.4K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
392+ 15.85% |
$88.1K - $106K
|
2.87K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
382New |
$85.9K - $104K
|
382
$207K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
374+ 7.85% |
$84.1K - $101K
|
5.14K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
365+ 12.89% |
$82K - $99K
|
3.2K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
363+ 0.78% |
$81.6K - $98.5K
|
46.8K
$25.4M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
360+ 16.19% |
$80.9K - $97.7K
|
2.58K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
359+ 9.23% |
$80.7K - $97.4K
|
4.25K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
356+ 31.59% |
$80K - $96.6K
|
1.48K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
355+ 11.86% |
$79.8K - $96.3K
|
3.35K
$1.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
349+ 0.35% |
$78.4K - $94.7K
|
101K
$54.8M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
349+ 0.35% |
$78.4K - $94.7K
|
101K
$54.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
348+ 22.38% |
$78.2K - $94.4K
|
1.9K
$1.03M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
341New |
$76.6K - $92.5K
|
341
$185K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
336New |
$75.5K - $91.2K
|
336
$182K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
333+ 1.1% |
$74.8K - $90.4K
|
30.6K
$16.6M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
327New |
$73.5K - $88.7K
|
327
$177K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
324+ 7.46% |
$72.8K - $87.9K
|
4.67K
$2.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
323+ 3.09% |
$72.6K - $87.6K
|
10.8K
$5.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
BUY
|
- |
308+ 1.7% |
$69.2K - $83.6K
|
18.4K
$9.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
307+ 4.03% |
$69K - $83.3K
|
7.93K
$4.3M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 15.38% |
$67.4K - $81.4K
|
2.25K
$1.22M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
300+ 5.62% |
$67.4K - $81.4K
|
5.64K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
288+ 2.35% |
$64.7K - $78.2K
|
12.6K
$6.8M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
287New |
$64.5K - $77.9K
|
287
$156K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
286+ 14.32% |
$64.3K - $77.6K
|
2.28K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
275+ 13.15% |
$61.8K - $74.6K
|
2.37K
$1.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
269+ 2.0% |
$60.5K - $73K
|
13.7K
$7.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
268+ 9.07% |
$60.2K - $72.7K
|
3.22K
$1.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
265+ 6.69% |
$59.6K - $71.9K
|
4.23K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
262+ 14.46% |
$58.9K - $71.1K
|
2.07K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
261+ 33.21% |
$58.7K - $70.8K
|
1.05K
$567K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
260+ 12.42% |
$58.4K - $70.6K
|
2.35K
$1.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
255+ 8.05% |
$57.3K - $69.2K
|
3.42K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
255+ 0.38% |
$57.3K - $69.2K
|
67.9K
$36.8M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
251+ 25.85% |
$56.4K - $68.1K
|
1.22K
$662K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
244+ 0.62% |
$54.8K - $66.2K
|
39.6K
$21.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
239+ 0.61% |
$53.7K - $64.9K
|
39.3K
$21.3M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
239+ 14.68% |
$53.7K - $64.9K
|
1.87K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
236+ 5.91% |
$53K - $64K
|
4.23K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
236+ 11.71% |
$53K - $64K
|
2.25K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
230+ 20.87% |
$51.7K - $62.4K
|
1.33K
$722K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
229+ 8.92% |
$51.5K - $62.1K
|
2.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
226+ 1.56% |
$50.8K - $61.3K
|
14.8K
$7.99M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
222+ 11.08% |
$49.9K - $60.2K
|
2.23K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
211+ 3.4% |
$47.4K - $57.3K
|
6.42K
$3.48M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
205+ 0.7% |
$46.1K - $55.6K
|
29.4K
$15.9M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 7.82% |
$45.8K - $55.4K
|
2.81K
$1.52M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.09% |
$45K - $54.3K
|
229K
$124M
|