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 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.27% |
$1.01K - $1.37K
|
1.49K
$809K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
4+ 0.01% |
$1.01K - $1.37K
|
45K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4+ 0.48% |
$1.01K - $1.37K
|
840
$455K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4+ 0.47% |
$1.01K - $1.37K
|
861
$466K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.22% |
$761 - $1.03K
|
1.36K
$738K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 4.0% |
$761 - $1.03K
|
78
$42.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3New |
$761 - $1.03K
|
3
$1.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
3+ 12.0% |
$761 - $1.03K
|
28
$15.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
3+ 0.31% |
$761 - $1.03K
|
984
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 2.13% |
$761 - $1.03K
|
144
$78K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 40.0% |
$507 - $684
|
7
$3.79K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 11.76% |
$507 - $684
|
19
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2+ 0.11% |
$507 - $684
|
1.77K
$957K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$254 - $342
|
427
$231K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
1+ 1.37% |
$254 - $342
|
74
$40.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.31% |
$254 - $342
|
328
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.35% |
$254 - $342
|
283
$153K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 6.25% |
$254 - $342
|
17
$9.21K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-1- 0.12% |
$254 - $342
|
850
$460K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.85% |
$254 - $342
|
116
$62.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.19% |
$254 - $342
|
529
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.11% |
$254 - $342
|
921
$499K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1- 0.1% |
$254 - $342
|
1.01K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$254 - $342
|
2
$1.08K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 16.67% |
$254 - $342
|
5
$2.71K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2- 0.11% |
$507 - $684
|
1.81K
$982K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2- 0.12% |
$507 - $684
|
1.65K
$895K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.36% |
$761 - $1.03K
|
828
$449K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.31% |
$761 - $1.03K
|
961
$521K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3- 0.25% |
$761 - $1.03K
|
1.21K
$657K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3- 0.21% |
$761 - $1.03K
|
1.42K
$771K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 0.08% |
$761 - $1.03K
|
3.7K
$2.01M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 0.42% |
$761 - $1.03K
|
704
$381K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 33.33% |
$1.01K - $1.37K
|
8
$4.33K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-4- 0.57% |
$1.01K - $1.37K
|
695
$376K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-4- 16.0% |
$1.01K - $1.37K
|
21
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 22.22% |
$1.01K - $1.37K
|
14
$7.58K
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-5- 0.42% |
$1.27K - $1.71K
|
1.2K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-5- 0.07% |
$1.27K - $1.71K
|
6.74K
$3.65M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6- 0.59% |
$1.52K - $2.05K
|
1.01K
$545K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-6- 0.62% |
$1.52K - $2.05K
|
968
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.54% |
$1.52K - $2.05K
|
1.11K
$601K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 28.57% |
$1.52K - $2.05K
|
15
$8.13K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 1.99% |
$1.52K - $2.05K
|
295
$160K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6Closed |
$1.52K - $2.05K
|
0
$0
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.44% |
$1.52K - $2.05K
|
1.37K
$741K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 1.99% |
$1.52K - $2.05K
|
295
$160K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7- 0.42% |
$1.77K - $2.39K
|
1.65K
$892K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.24% |
$2.03K - $2.74K
|
3.37K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.85% |
$2.28K - $3.08K
|
1.05K
$567K
|