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 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
76+ 0.7% |
$21.6K - $27K
|
10.9K
$5.97M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 50.0% |
$21.3K - $26.6K
|
225
$123K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
75+ 10.59% |
$21.3K - $26.6K
|
783
$429K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
75+ 1.97% |
$21.3K - $26.6K
|
3.89K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 4.92% |
$21.3K - $26.6K
|
1.6K
$876K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
73+ 5.36% |
$20.8K - $25.9K
|
1.43K
$786K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
71+ 0.08% |
$20.2K - $25.2K
|
91.9K
$50.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
71New |
$20.2K - $25.2K
|
71
$38.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
71+ 3.87% |
$20.2K - $25.2K
|
1.91K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
66+ 34.2% |
$18.8K - $23.4K
|
259
$142K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
64+ 4.25% |
$18.2K - $22.7K
|
1.57K
$860K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
62+ 0.73% |
$17.6K - $22K
|
8.51K
$4.66M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 3.64% |
$17.6K - $22K
|
1.76K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
61+ 14.29% |
$17.3K - $21.7K
|
488
$267K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
61+ 5.36% |
$17.3K - $21.7K
|
1.2K
$657K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
60+ 5.02% |
$17.1K - $21.3K
|
1.26K
$688K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
60+ 5.53% |
$17.1K - $21.3K
|
1.15K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
60New |
$17.1K - $21.3K
|
60
$32.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
59+ 5.12% |
$16.8K - $20.9K
|
1.21K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59+ 137.21% |
$16.8K - $20.9K
|
102
$55.9K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
59+ 3.85% |
$16.8K - $20.9K
|
1.59K
$872K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
58+ 6.9% |
$16.5K - $20.6K
|
898
$492K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
57+ 0.87% |
$16.2K - $20.2K
|
6.64K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
56+ 0.18% |
$15.9K - $19.9K
|
31.1K
$17.1M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
55+ 8.3% |
$15.6K - $19.5K
|
718
$393K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 5.99% |
$15.4K - $19.2K
|
956
$524K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
54+ 0.62% |
$15.4K - $19.2K
|
8.82K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
54+ 360.0% |
$15.4K - $19.2K
|
69
$37.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 9.94% |
$15.1K - $18.8K
|
586
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
53New |
$15.1K - $18.8K
|
53
$29K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
52+ 0.77% |
$14.8K - $18.5K
|
6.8K
$3.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 7.11% |
$14.8K - $18.5K
|
783
$429K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
51+ 5.2% |
$14.5K - $18.1K
|
1.03K
$565K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
51+ 2.81% |
$14.5K - $18.1K
|
1.86K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
50+ 5.32% |
$14.2K - $17.7K
|
990
$542K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 7.29% |
$14.2K - $17.7K
|
736
$403K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
50+ 0.17% |
$14.2K - $17.7K
|
28.7K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
50+ 100.0% |
$14.2K - $17.7K
|
100
$54.8K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
49+ 4.73% |
$13.9K - $17.4K
|
1.09K
$595K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
48New |
$13.6K - $17K
|
48
$26.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
47+ 2.48% |
$13.4K - $16.7K
|
1.94K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45+ 14.52% |
$12.8K - $16K
|
355
$194K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44+ 0.76% |
$12.5K - $15.6K
|
5.82K
$3.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
42+ 0.03% |
$11.9K - $14.9K
|
142K
$78M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
40New |
$11.4K - $14.2K
|
40
$21.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
40+ 6.84% |
$11.4K - $14.2K
|
625
$342K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
37+ 3.21% |
$10.5K - $13.1K
|
1.19K
$651K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37+ 2.22% |
$10.5K - $13.1K
|
1.7K
$932K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36New |
$10.2K - $12.8K
|
36
$19.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
36+ 0.34% |
$10.2K - $12.8K
|
10.7K
$5.85M
|