Purchases and Sales Made in Q3 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
367+ 5.52% |
$104K - $130K
|
7.02K
$3.84M
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
365+ 23.95% |
$104K - $130K
|
1.89K
$1.03M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
363+ 2.41% |
$103K - $129K
|
15.4K
$8.44M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
341New |
$97K - $121K
|
341
$187K
|
|
Nov 13, 2023
Q3 2023
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
338+ 17.54% |
$96.1K - $120K
|
2.27K
$1.24M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
332+ 2.34% |
$94.4K - $118K
|
14.5K
$7.94M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
332+ 25.27% |
$94.4K - $118K
|
1.65K
$902K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
324+ 8.92% |
$92.1K - $115K
|
3.96K
$2.17M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
310+ 27.03% |
$88.1K - $110K
|
1.46K
$798K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
306+ 30.24% |
$87K - $109K
|
1.32K
$722K
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
304+ 46.48% |
$86.4K - $108K
|
958
$525K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
304+ 42.64% |
$86.4K - $108K
|
1.02K
$557K
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
304+ 31.83% |
$86.4K - $108K
|
1.26K
$690K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
304+ 23.51% |
$86.4K - $108K
|
1.6K
$875K
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
299+ 3.56% |
$85K - $106K
|
8.69K
$4.76M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
298+ 9.92% |
$84.7K - $106K
|
3.3K
$1.81M
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
297+ 2.38% |
$84.5K - $105K
|
12.8K
$7.01M
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
296+ 37.8% |
$84.2K - $105K
|
1.08K
$591K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
288+ 1.3% |
$81.9K - $102K
|
22.4K
$12.3M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
287+ 13.82% |
$81.6K - $102K
|
2.36K
$1.29M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
286+ 3.71% |
$81.3K - $102K
|
7.99K
$4.38M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
279+ 53.35% |
$79.3K - $99K
|
802
$439K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
278+ 2.21% |
$79K - $98.7K
|
12.9K
$7.04M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
275+ 14.94% |
$78.2K - $97.6K
|
2.12K
$1.16M
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
273+ 2.62% |
$77.6K - $96.9K
|
10.7K
$5.86M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 7.01% |
$77.1K - $96.2K
|
4.14K
$2.27M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
270+ 27.05% |
$76.8K - $95.8K
|
1.27K
$695K
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
270+ 3.8% |
$76.8K - $95.8K
|
7.38K
$4.05M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
269+ 36.3% |
$76.5K - $95.5K
|
1.01K
$553K
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
267+ 11.55% |
$75.9K - $94.8K
|
2.58K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
266+ 4.28% |
$75.6K - $94.4K
|
6.48K
$3.55M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
264+ 30.99% |
$75.1K - $93.7K
|
1.12K
$611K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
262+ 6.72% |
$74.5K - $93K
|
4.16K
$2.28M
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
258+ 21.52% |
$73.4K - $91.6K
|
1.46K
$798K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
254+ 0.42% |
$72.2K - $90.2K
|
60.2K
$33M
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
253+ 18.7% |
$71.9K - $89.8K
|
1.61K
$880K
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
242+ 14.04% |
$68.8K - $85.9K
|
1.97K
$1.08M
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
240+ 1.16% |
$68.2K - $85.2K
|
20.8K
$11.4M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
238+ 43.67% |
$67.7K - $84.5K
|
783
$429K
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
233+ 1.2% |
$66.3K - $82.7K
|
19.7K
$10.8M
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
230+ 31.34% |
$65.4K - $81.6K
|
964
$528K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
223+ 5.89% |
$63.4K - $79.1K
|
4.01K
$2.2M
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
220+ 0.82% |
$62.6K - $78.1K
|
26.9K
$14.7M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
217New |
$61.7K - $77K
|
217
$119K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
214+ 20.68% |
$60.9K - $76K
|
1.25K
$684K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
213+ 8.94% |
$60.6K - $75.6K
|
2.6K
$1.42M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
212+ 2.08% |
$60.3K - $75.2K
|
10.4K
$5.7M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
208+ 6.06% |
$59.1K - $73.8K
|
3.64K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
207+ 34.5% |
$58.9K - $73.5K
|
807
$442K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
206+ 735.71% |
$58.6K - $73.1K
|
234
$128K
|