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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
133+ 18.95% |
$37.8K - $47.2K
|
835
$457K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
131+ 3.3% |
$37.2K - $46.5K
|
4.1K
$2.25M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
129+ 7.1% |
$36.7K - $45.8K
|
1.95K
$1.07M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 13.67% |
$36.1K - $45.1K
|
1.06K
$579K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
126New |
$35.8K - $44.7K
|
126
$69K
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
126+ 2.95% |
$35.8K - $44.7K
|
4.39K
$2.41M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
126+ 66.67% |
$35.8K - $44.7K
|
315
$173K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
125+ 7.86% |
$35.5K - $44.4K
|
1.72K
$940K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
124+ 12.88% |
$35.3K - $44K
|
1.09K
$596K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
124+ 13.29% |
$35.3K - $44K
|
1.06K
$579K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
120+ 2.39% |
$34.1K - $42.6K
|
5.15K
$2.82M
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
120+ 342.86% |
$34.1K - $42.6K
|
155
$84.9K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
114+ 11400.0% |
$32.4K - $40.5K
|
115
$63K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
113+ 4.23% |
$32.1K - $40.1K
|
2.78K
$1.52M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
113+ 3.87% |
$32.1K - $40.1K
|
3.03K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
113+ 13.92% |
$32.1K - $40.1K
|
925
$507K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
112+ 3.68% |
$31.8K - $39.8K
|
3.16K
$1.73M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
112+ 0.34% |
$31.8K - $39.8K
|
32.9K
$18M
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
110+ 47.83% |
$31.3K - $39K
|
340
$186K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
107+ 1.5% |
$30.4K - $38K
|
7.26K
$3.98M
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
105+ 15.11% |
$29.9K - $37.3K
|
800
$438K
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
104+ 5.06% |
$29.6K - $36.9K
|
2.16K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
103+ 2.08% |
$29.3K - $36.6K
|
5.07K
$2.78M
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
100+ 1.85% |
$28.4K - $35.5K
|
5.51K
$3.02M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
100+ 5.88% |
$28.4K - $35.5K
|
1.8K
$986K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
99+ 1.58% |
$28.2K - $35.1K
|
6.35K
$3.48M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
97+ 0.9% |
$27.6K - $34.4K
|
10.9K
$5.97M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 3.16% |
$27.3K - $34.1K
|
3.13K
$1.72M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
95+ 7.03% |
$27K - $33.7K
|
1.45K
$792K
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
94+ 1.87% |
$26.7K - $33.4K
|
5.12K
$2.81M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
94New |
$26.7K - $33.4K
|
94
$51.5K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
92+ 7.9% |
$26.2K - $32.7K
|
1.26K
$689K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
91New |
$25.9K - $32.3K
|
91
$49.9K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
91+ 12.98% |
$25.9K - $32.3K
|
792
$434K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
90+ 3.73% |
$25.6K - $31.9K
|
2.5K
$1.37M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
90+ 7.74% |
$25.6K - $31.9K
|
1.25K
$686K
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
90+ 6.73% |
$25.6K - $31.9K
|
1.43K
$782K
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
BUY
|
- |
90+ 8.41% |
$25.6K - $31.9K
|
1.16K
$636K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
89+ 6.4% |
$25.3K - $31.6K
|
1.48K
$810K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
89+ 18.02% |
$25.3K - $31.6K
|
583
$319K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
89+ 6.82% |
$25.3K - $31.6K
|
1.39K
$764K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
85+ 9.26% |
$24.2K - $30.2K
|
1K
$550K
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
85+ 5.99% |
$24.2K - $30.2K
|
1.51K
$825K
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
85+ 14.03% |
$24.2K - $30.2K
|
691
$379K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
85+ 9.26% |
$24.2K - $30.2K
|
1K
$550K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
84+ 6.73% |
$23.9K - $29.8K
|
1.33K
$730K
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
80+ 1.91% |
$22.7K - $28.4K
|
4.28K
$2.34M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
79+ 0.96% |
$22.5K - $28K
|
8.34K
$4.57M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
79+ 0.9% |
$22.5K - $28K
|
8.88K
$4.87M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
79+ 7.88% |
$22.5K - $28K
|
1.08K
$593K
|