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 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
82+ 5.76% |
$20.8K - $28K
|
1.51K
$816K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
82New |
$20.8K - $28K
|
82
$44.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
81New |
$20.5K - $27.7K
|
81
$43.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
81+ 18.33% |
$20.5K - $27.7K
|
523
$283K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
81+ 6.11% |
$20.5K - $27.7K
|
1.41K
$762K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
81+ 0.97% |
$20.5K - $27.7K
|
8.45K
$4.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
80+ 1.14% |
$20.3K - $27.4K
|
7.12K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80+ 9.42% |
$20.3K - $27.4K
|
929
$503K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
78+ 7.36% |
$19.8K - $26.7K
|
1.14K
$616K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
76+ 120.63% |
$19.3K - $26K
|
139
$75.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
$19K - $25.6K
|
75
$40.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
74New |
$18.8K - $25.3K
|
74
$40.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 9.25% |
$18.5K - $25K
|
862
$467K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
72+ 0.84% |
$18.3K - $24.6K
|
8.64K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 4.92% |
$18K - $24.3K
|
1.51K
$820K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
70+ 0.48% |
$17.7K - $23.9K
|
14.7K
$7.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70+ 4.96% |
$17.7K - $23.9K
|
1.48K
$802K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
69New |
$17.5K - $23.6K
|
69
$37.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
67+ 3.01% |
$17K - $22.9K
|
2.29K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
65+ 3.26% |
$16.5K - $22.2K
|
2.06K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
65+ 7.77% |
$16.5K - $22.2K
|
902
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
65+ 0.3% |
$16.5K - $22.2K
|
21.9K
$11.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
64New |
$16.2K - $21.9K
|
64
$34.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
64+ 1.7% |
$16.2K - $21.9K
|
3.84K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63+ 5.26% |
$16K - $21.5K
|
1.26K
$683K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
62+ 3.38% |
$15.7K - $21.2K
|
1.9K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
62+ 2.35% |
$15.7K - $21.2K
|
2.7K
$1.46M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
60+ 2.55% |
$15.2K - $20.5K
|
2.41K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
60+ 3.92% |
$15.2K - $20.5K
|
1.59K
$862K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
60+ 0.97% |
$15.2K - $20.5K
|
6.25K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
59+ 1.2% |
$15K - $20.2K
|
4.96K
$2.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
58+ 200.0% |
$14.7K - $19.8K
|
87
$47.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
58+ 3.57% |
$14.7K - $19.8K
|
1.68K
$911K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
56+ 1.9% |
$14.2K - $19.1K
|
3K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
55+ 4.12% |
$13.9K - $18.8K
|
1.39K
$753K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55New |
$13.9K - $18.8K
|
55
$29.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
54+ 0.85% |
$13.7K - $18.5K
|
6.44K
$3.49M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
53+ 6.2% |
$13.4K - $18.1K
|
908
$492K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
51+ 4.82% |
$12.9K - $17.4K
|
1.11K
$600K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50+ 72.46% |
$12.7K - $17.1K
|
119
$64.5K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
50+ 6.31% |
$12.7K - $17.1K
|
843
$457K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
50+ 166.67% |
$12.7K - $17.1K
|
80
$43.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
50New |
$12.7K - $17.1K
|
50
$27.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 2.63% |
$12.7K - $17.1K
|
1.95K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 50.51% |
$12.7K - $17.1K
|
149
$80.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
49+ 17.5% |
$12.4K - $16.8K
|
329
$178K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
48+ 0.05% |
$12.2K - $16.4K
|
103K
$56.1M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
47+ 1.94% |
$11.9K - $16.1K
|
2.47K
$1.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
47+ 0.96% |
$11.9K - $16.1K
|
4.96K
$2.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
47+ 1.44% |
$11.9K - $16.1K
|
3.31K
$1.79M
|