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 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21+ 8.9% |
$5.32K - $7.18K
|
257
$139K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$5.07K - $6.84K
|
20
$10.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 2.11% |
$5.07K - $6.84K
|
968
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 86.96% |
$5.07K - $6.84K
|
43
$23.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20+ 1.85% |
$5.07K - $6.84K
|
1.1K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19+ 0.41% |
$4.82K - $6.5K
|
4.71K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
18+ 0.39% |
$4.56K - $6.15K
|
4.6K
$2.49M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 3.67% |
$4.56K - $6.15K
|
509
$276K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
17New |
$4.31K - $5.81K
|
17
$9.21K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16+ 1.07% |
$4.06K - $5.47K
|
1.51K
$818K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
16+ 0.92% |
$4.06K - $5.47K
|
1.75K
$949K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
16+ 1.11% |
$4.06K - $5.47K
|
1.46K
$789K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15New |
$3.8K - $5.13K
|
15
$8.13K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
15+ 0.17% |
$3.8K - $5.13K
|
8.76K
$4.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 1.55% |
$3.55K - $4.79K
|
918
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13+ 4.38% |
$3.3K - $4.45K
|
310
$168K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
12+ 23.53% |
$3.04K - $4.1K
|
63
$34.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
12+ 0.51% |
$3.04K - $4.1K
|
2.37K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.8% |
$3.04K - $4.1K
|
1.51K
$816K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
12+ 0.73% |
$3.04K - $4.1K
|
1.67K
$902K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 8.33% |
$2.79K - $3.76K
|
143
$77.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
11+ 1.14% |
$2.79K - $3.76K
|
974
$528K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
BUY
|
- |
11+ 0.51% |
$2.79K - $3.76K
|
2.16K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11+ 0.42% |
$2.79K - $3.76K
|
2.66K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
11+ 0.92% |
$2.79K - $3.76K
|
1.21K
$656K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
11New |
$2.79K - $3.76K
|
11
$5.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
11+ 0.26% |
$2.79K - $3.76K
|
4.27K
$2.31M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11New |
$2.79K - $3.76K
|
11
$5.96K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
10+ 0.52% |
$2.54K - $3.42K
|
1.92K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 1.31% |
$2.54K - $3.42K
|
776
$420K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9+ 0.68% |
$2.28K - $3.08K
|
1.33K
$719K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.3% |
$2.28K - $3.08K
|
3.04K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9+ 0.02% |
$2.28K - $3.08K
|
42.6K
$23.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.3% |
$2.03K - $2.74K
|
2.67K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.94% |
$2.03K - $2.74K
|
862
$467K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8+ 7.21% |
$2.03K - $2.74K
|
119
$64.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.35% |
$2.03K - $2.74K
|
2.29K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 2.18% |
$1.77K - $2.39K
|
328
$178K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
7+ 0.58% |
$1.77K - $2.39K
|
1.21K
$654K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
6+ 0.23% |
$1.52K - $2.05K
|
2.61K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.92% |
$1.52K - $2.05K
|
661
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.3% |
$1.52K - $2.05K
|
1.98K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.37% |
$1.27K - $1.71K
|
1.36K
$738K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
5+ 0.09% |
$1.27K - $1.71K
|
5.58K
$3.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5+ 0.53% |
$1.27K - $1.71K
|
950
$515K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 2.08% |
$1.27K - $1.71K
|
245
$133K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 1.59% |
$1.27K - $1.71K
|
320
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.27K - $1.71K
|
5
$2.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5New |
$1.27K - $1.71K
|
5
$2.71K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5+ 0.63% |
$1.27K - $1.71K
|
794
$430K
|