Purchases and Sales Made in Q2 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
560+ 320.0% |
$142K - $191K
|
735
$398K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
550+ 20.45% |
$139K - $188K
|
3.24K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
543+ 3.86% |
$138K - $186K
|
14.6K
$7.92M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
543+ 2.97% |
$138K - $186K
|
18.8K
$10.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
532+ 6.71% |
$135K - $182K
|
8.47K
$4.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
485+ 31.8% |
$123K - $166K
|
2.01K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
469+ 1.69% |
$119K - $160K
|
28.2K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
466+ 1.1% |
$118K - $159K
|
42.8K
$23.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
465+ 8.42% |
$118K - $159K
|
5.99K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
448+ 156.1% |
$114K - $153K
|
735
$398K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
447+ 10.98% |
$113K - $153K
|
4.52K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
442+ 0.73% |
$112K - $151K
|
60.7K
$32.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
437+ 3.34% |
$111K - $149K
|
13.5K
$7.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
437+ 1.24% |
$111K - $149K
|
35.5K
$19.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
429+ 0.59% |
$109K - $147K
|
73.5K
$39.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
416+ 7.16% |
$105K - $142K
|
6.23K
$3.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
406+ 4.54% |
$103K - $139K
|
9.34K
$5.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
405+ 15.34% |
$103K - $138K
|
3.05K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
404+ 8.07% |
$102K - $138K
|
5.41K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
396+ 4.7% |
$100K - $135K
|
8.82K
$4.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
395New |
$100K - $135K
|
395
$214K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
394+ 3.1% |
$99.9K - $135K
|
13.1K
$7.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
393+ 6.3% |
$99.6K - $134K
|
6.63K
$3.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
392+ 11.55% |
$99.4K - $134K
|
3.79K
$2.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
378+ 6.3% |
$95.8K - $129K
|
6.38K
$3.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
374+ 2.73% |
$94.8K - $128K
|
14.1K
$7.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
362+ 45.08% |
$91.8K - $124K
|
1.17K
$631K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
350New |
$88.7K - $120K
|
350
$190K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
350+ 16.99% |
$88.7K - $120K
|
2.41K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
350+ 2.67% |
$88.7K - $120K
|
13.4K
$7.28M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
350+ 16.99% |
$88.7K - $120K
|
2.41K
$1.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
344+ 1.99% |
$87.2K - $118K
|
17.6K
$9.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
342New |
$86.7K - $117K
|
342
$185K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
338+ 10.91% |
$85.7K - $116K
|
3.44K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
338+ 7.2% |
$85.7K - $116K
|
5.03K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
337+ 3.82% |
$85.4K - $115K
|
9.16K
$4.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
334+ 27.33% |
$84.7K - $114K
|
1.56K
$843K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
332+ 24.54% |
$84.2K - $114K
|
1.69K
$913K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
330+ 24.76% |
$83.7K - $113K
|
1.66K
$901K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
329+ 456.94% |
$83.4K - $112K
|
401
$217K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
323+ 39.2% |
$81.9K - $110K
|
1.15K
$621K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
323+ 60.94% |
$81.9K - $110K
|
853
$462K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
318+ 12.62% |
$80.6K - $109K
|
2.84K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
318New |
$80.6K - $109K
|
318
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
318New |
$80.6K - $109K
|
318
$172K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
317+ 25.42% |
$80.4K - $108K
|
1.56K
$847K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
313+ 5.73% |
$79.4K - $107K
|
5.77K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
312+ 7.34% |
$79.1K - $107K
|
4.56K
$2.47M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
307+ 0.94% |
$77.8K - $105K
|
32.9K
$17.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
301New |
$76.3K - $103K
|
301
$163K
|