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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
298+ 2.52% |
$75.6K - $102K
|
12.1K
$6.57M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
296+ 32.49% |
$75K - $101K
|
1.21K
$654K
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
278+ 0.91% |
$70.5K - $95.1K
|
30.9K
$16.7M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
274+ 31.71% |
$69.5K - $93.7K
|
1.14K
$616K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
271+ 18.3% |
$68.7K - $92.7K
|
1.75K
$949K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
271+ 4.97% |
$68.7K - $92.7K
|
5.72K
$3.1M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
271+ 12.04% |
$68.7K - $92.7K
|
2.52K
$1.37M
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
269+ 0.73% |
$68.2K - $92K
|
37.1K
$20.1M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
267+ 3.9% |
$67.7K - $91.3K
|
7.11K
$3.85M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
263+ 16.11% |
$66.7K - $89.9K
|
1.9K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
261+ 0.52% |
$66.2K - $89.2K
|
50.5K
$27.4M
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
260New |
$65.9K - $88.9K
|
260
$141K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
253+ 13.88% |
$64.1K - $86.5K
|
2.08K
$1.12M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
250+ 3.41% |
$63.4K - $85.5K
|
7.57K
$4.1M
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
246+ 22.22% |
$62.4K - $84.1K
|
1.35K
$733K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
246+ 12.68% |
$62.4K - $84.1K
|
2.19K
$1.18M
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
239New |
$60.6K - $81.7K
|
239
$129K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
236+ 1.05% |
$59.8K - $80.7K
|
22.6K
$12.2M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
219+ 4.0% |
$55.5K - $74.9K
|
5.7K
$3.09M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
214+ 20.44% |
$54.3K - $73.2K
|
1.26K
$683K
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
209+ 13.8% |
$53K - $71.5K
|
1.72K
$934K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
205+ 0.5% |
$52K - $70.1K
|
41.5K
$22.5M
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
204+ 1.67% |
$51.7K - $69.8K
|
12.4K
$6.73M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
202+ 70.14% |
$51.2K - $69.1K
|
490
$265K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
198+ 3.1% |
$50.2K - $67.7K
|
6.58K
$3.57M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
197+ 16.02% |
$49.9K - $67.4K
|
1.43K
$773K
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
BUY
|
- |
195+ 86.28% |
$49.4K - $66.7K
|
421
$228K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
195+ 2.69% |
$49.4K - $66.7K
|
7.45K
$4.04M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
193+ 18.19% |
$48.9K - $66K
|
1.25K
$679K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
193+ 10.79% |
$48.9K - $66K
|
1.98K
$1.07M
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
192+ 6.73% |
$48.7K - $65.7K
|
3.05K
$1.65M
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
191+ 23.01% |
$48.4K - $65.3K
|
1.02K
$553K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
190+ 7.93% |
$48.2K - $65K
|
2.59K
$1.4M
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
186+ 9.61% |
$47.2K - $63.6K
|
2.12K
$1.15M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
183+ 0.76% |
$46.4K - $62.6K
|
24.1K
$13.1M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
183New |
$46.4K - $62.6K
|
183
$99.1K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
182+ 3.54% |
$46.1K - $62.2K
|
5.32K
$2.88M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
179+ 6.53% |
$45.4K - $61.2K
|
2.92K
$1.58M
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
177+ 12.83% |
$44.9K - $60.5K
|
1.56K
$843K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
177+ 5.43% |
$44.9K - $60.5K
|
3.44K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
176+ 2.34% |
$44.6K - $60.2K
|
7.71K
$4.17M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
175+ 5.47% |
$44.4K - $59.8K
|
3.37K
$1.83M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
169New |
$42.8K - $57.8K
|
169
$91.5K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
167+ 44.65% |
$42.3K - $57.1K
|
541
$293K
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
163+ 5.09% |
$41.3K - $55.7K
|
3.37K
$1.82M
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
163+ 8.41% |
$41.3K - $55.7K
|
2.1K
$1.14M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
162+ 15.33% |
$41.1K - $55.4K
|
1.22K
$660K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
160+ 13.32% |
$40.6K - $54.7K
|
1.36K
$737K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
155+ 20.75% |
$39.3K - $53K
|
902
$489K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153+ 3.82% |
$38.8K - $52.3K
|
4.16K
$2.25M
|