Purchases and Sales Made in Q3 2022 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 11.9% |
$2.8K - $3.64K
|
111
$60.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15- 50.0% |
$2.8K - $3.64K
|
15
$8.18K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-16- 1.41% |
$2.98K - $3.88K
|
1.12K
$611K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 1.87% |
$2.98K - $3.88K
|
840
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-16- 0.26% |
$2.98K - $3.88K
|
6.26K
$3.41M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-17- 6.14% |
$3.17K - $4.12K
|
260
$142K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-17- 1.28% |
$3.17K - $4.12K
|
1.31K
$713K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-18- 2.89% |
$3.35K - $4.36K
|
604
$329K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-18- 0.53% |
$3.35K - $4.36K
|
3.35K
$1.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-19- 0.37% |
$3.54K - $4.61K
|
5.11K
$2.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.71% |
$3.73K - $4.85K
|
2.8K
$1.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-20- 0.05% |
$3.73K - $4.85K
|
36.8K
$20M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20- 1.09% |
$3.73K - $4.85K
|
1.82K
$989K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-21- 7.69% |
$3.91K - $5.09K
|
252
$137K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-21- 0.66% |
$3.91K - $5.09K
|
3.15K
$1.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-22- 2.39% |
$4.1K - $5.33K
|
900
$491K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-22- 5.67% |
$4.1K - $5.33K
|
366
$200K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-23- 0.08% |
$4.29K - $5.58K
|
30.3K
$16.5M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-23- 0.05% |
$4.29K - $5.58K
|
42.5K
$23.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-24- 0.81% |
$4.47K - $5.82K
|
2.95K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 34.72% |
$4.66K - $6.06K
|
47
$25.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-25- 1.34% |
$4.66K - $6.06K
|
1.84K
$1M
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-25- 2.42% |
$4.66K - $6.06K
|
1.01K
$548K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-29- 2.2% |
$5.41K - $7.03K
|
1.29K
$702K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 5.91% |
$5.41K - $7.03K
|
462
$252K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 6.07% |
$5.59K - $7.27K
|
464
$253K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-30- 4.57% |
$5.59K - $7.27K
|
626
$341K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 1.22% |
$5.59K - $7.27K
|
2.44K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-30- 0.06% |
$5.59K - $7.27K
|
52.2K
$28.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-31- 1.37% |
$5.78K - $7.52K
|
2.23K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-31- 1.68% |
$5.78K - $7.52K
|
1.81K
$988K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-32- 1.23% |
$5.96K - $7.76K
|
2.57K
$1.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-34- 1.67% |
$6.34K - $8.24K
|
2K
$1.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-35- 0.69% |
$6.52K - $8.49K
|
5.03K
$2.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 1.16% |
$7.27K - $9.46K
|
3.32K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-40- 0.16% |
$7.46K - $9.7K
|
24.3K
$13.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-42- 6.48% |
$7.83K - $10.2K
|
606
$330K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-44- 1.81% |
$8.2K - $10.7K
|
2.38K
$1.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-45- 2.34% |
$8.39K - $10.9K
|
1.88K
$1.03M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-45- 1.38% |
$8.39K - $10.9K
|
3.22K
$1.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-45- 4.02% |
$8.39K - $10.9K
|
1.07K
$586K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-46- 3.35% |
$8.57K - $11.2K
|
1.33K
$724K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-48- 26.67% |
$8.95K - $11.6K
|
132
$72K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-49- 1.96% |
$9.13K - $11.9K
|
2.45K
$1.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-50- 0.96% |
$9.32K - $12.1K
|
5.18K
$2.83M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-50- 0.94% |
$9.32K - $12.1K
|
5.25K
$2.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-53- 1.14% |
$9.88K - $12.9K
|
4.58K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-53- 0.22% |
$9.88K - $12.9K
|
23.8K
$13M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-54- 21.18% |
$10.1K - $13.1K
|
201
$110K
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56- 3.97% |
$10.4K - $13.6K
|
1.36K
$739K
|