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 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-145- 1.02% |
$36.8K - $49.6K
|
14.1K
$7.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-145- 1.94% |
$36.8K - $49.6K
|
7.35K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-145- 8.13% |
$36.8K - $49.6K
|
1.64K
$891K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-150- 2.98% |
$38K - $51.3K
|
4.89K
$2.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-150- 8.45% |
$38K - $51.3K
|
1.63K
$883K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-150- 13.69% |
$38K - $51.3K
|
946
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 8.91% |
$38K - $51.3K
|
1.53K
$834K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-155- 2.22% |
$39.3K - $53K
|
6.84K
$3.72M
|
|
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-155- 3.46% |
$39.3K - $53K
|
4.32K
$2.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-156- 2.29% |
$39.6K - $53.3K
|
6.65K
$3.62M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-156- 10.43% |
$39.6K - $53.3K
|
1.34K
$728K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-162- 2.32% |
$41.1K - $55.4K
|
6.81K
$3.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-164- 6.02% |
$41.6K - $56.1K
|
2.56K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-165- 6.1% |
$41.8K - $56.4K
|
2.54K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-169- 9.98% |
$42.8K - $57.8K
|
1.52K
$828K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-169- 2.75% |
$42.8K - $57.8K
|
5.97K
$3.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-170- 3.05% |
$43.1K - $58.1K
|
5.41K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-171- 1.41% |
$43.4K - $58.5K
|
12K
$6.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-172- 0.39% |
$43.6K - $58.8K
|
44.2K
$24M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-175- 7.89% |
$44.4K - $59.8K
|
2.04K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-177- 16.18% |
$44.9K - $60.5K
|
917
$498K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-178- 10.62% |
$45.1K - $60.9K
|
1.5K
$814K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-180- 0.33% |
$45.6K - $61.5K
|
54.8K
$29.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-181- 9.46% |
$45.9K - $61.9K
|
1.73K
$942K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-182- 2.69% |
$46.1K - $62.2K
|
6.58K
$3.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-183- 2.49% |
$46.4K - $62.6K
|
7.15K
$3.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-187- 38.8% |
$47.4K - $63.9K
|
295
$160K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-189- 20.54% |
$47.9K - $64.6K
|
731
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-190- 21.11% |
$48.2K - $65K
|
710
$386K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-195- 7.5% |
$49.4K - $66.7K
|
2.4K
$1.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-199- 24.18% |
$50.5K - $68K
|
624
$339K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-202- 1.88% |
$51.2K - $69.1K
|
10.6K
$5.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-211- 1.98% |
$53.5K - $72.1K
|
10.4K
$5.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-212- 4.35% |
$53.7K - $72.5K
|
4.67K
$2.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-215- 2.16% |
$54.5K - $73.5K
|
9.75K
$5.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-219- 4.69% |
$55.5K - $74.9K
|
4.45K
$2.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-219- 10.62% |
$55.5K - $74.9K
|
1.84K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-220- 9.16% |
$55.8K - $75.2K
|
2.18K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-221- 15.56% |
$56K - $75.6K
|
1.2K
$652K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-223- 0.87% |
$56.5K - $76.3K
|
25.4K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-227- 1.59% |
$57.6K - $77.6K
|
14K
$7.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-227- 11.38% |
$57.6K - $77.6K
|
1.77K
$961K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-229- 23.61% |
$58.1K - $78.3K
|
741
$403K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-234- 26.41% |
$59.3K - $80K
|
652
$354K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-234- 15.9% |
$59.3K - $80K
|
1.24K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-237- 1.79% |
$60.1K - $81K
|
13K
$7.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-238- 2.1% |
$60.3K - $81.4K
|
11.1K
$6.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-238- 11.58% |
$60.3K - $81.4K
|
1.82K
$988K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-240- 2.6% |
$60.8K - $82.1K
|
8.98K
$4.88M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-244- 11.7% |
$61.9K - $83.4K
|
1.84K
$1M
|