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 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36New |
$10.2K - $12.8K
|
36
$21.4K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
36+ 0.34% |
$10.2K - $12.8K
|
10.7K
$6.36M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
36+ 0.33% |
$10.2K - $12.8K
|
11.1K
$6.6M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
36New |
$10.2K - $12.8K
|
36
$21.4K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
35New |
$9.95K - $12.4K
|
35
$20.8K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
35+ 1.54% |
$9.95K - $12.4K
|
2.3K
$1.37M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
35+ 4.26% |
$9.95K - $12.4K
|
857
$510K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
35+ 2.1% |
$9.95K - $12.4K
|
1.7K
$1.01M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
34+ 15.53% |
$9.67K - $12.1K
|
253
$151K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
34+ 2.02% |
$9.67K - $12.1K
|
1.72K
$1.02M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
34+ 4.89% |
$9.67K - $12.1K
|
730
$435K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33+ 63.46% |
$9.38K - $11.7K
|
85
$50.6K
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
33+ 1.88% |
$9.38K - $11.7K
|
1.79K
$1.06M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
33+ 13.04% |
$9.38K - $11.7K
|
286
$170K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31+ 0.8% |
$8.81K - $11K
|
3.89K
$2.31M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.92% |
$8.81K - $11K
|
3.4K
$2.02M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31+ 2.07% |
$8.81K - $11K
|
1.53K
$911K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
31+ 0.29% |
$8.81K - $11K
|
10.8K
$6.42M
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
30+ 0.57% |
$8.53K - $10.6K
|
5.27K
$3.14M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30+ 4.29% |
$8.53K - $10.6K
|
730
$435K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30+ 1.18% |
$8.53K - $10.6K
|
2.57K
$1.53M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
30+ 3.56% |
$8.53K - $10.6K
|
872
$519K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
29+ 4.41% |
$8.25K - $10.3K
|
686
$409K
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
29+ 0.32% |
$8.25K - $10.3K
|
9.17K
$5.46M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
29+ 11.28% |
$8.25K - $10.3K
|
286
$170K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
29+ 1.51% |
$8.25K - $10.3K
|
1.96K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 3.25% |
$7.96K - $9.94K
|
890
$530K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28+ 0.16% |
$7.96K - $9.94K
|
17.6K
$10.5M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
27+ 3.35% |
$7.68K - $9.58K
|
834
$497K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
26+ 21.14% |
$7.39K - $9.23K
|
149
$88.7K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26+ 1.37% |
$7.39K - $9.23K
|
1.92K
$1.15M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
25New |
$7.11K - $8.87K
|
25
$14.9K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
25+ 0.16% |
$7.11K - $8.87K
|
15.3K
$9.11M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
25+ 13.97% |
$7.11K - $8.87K
|
204
$121K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
25+ 2.25% |
$7.11K - $8.87K
|
1.13K
$675K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
24+ 1.9% |
$6.82K - $8.52K
|
1.29K
$765K
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
23+ 2.76% |
$6.54K - $8.16K
|
857
$510K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
22+ 29.73% |
$6.26K - $7.81K
|
96
$57.2K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22+ 9.28% |
$6.26K - $7.81K
|
259
$154K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22+ 3.32% |
$6.26K - $7.81K
|
685
$408K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 0.06% |
$6.26K - $7.81K
|
35.8K
$21.3M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22+ 1.49% |
$6.26K - $7.81K
|
1.5K
$895K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 0.06% |
$6.26K - $7.81K
|
35.8K
$21.3M
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
21+ 2.06% |
$5.97K - $7.45K
|
1.04K
$621K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21New |
$5.97K - $7.45K
|
21
$12.5K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
21+ 32.81% |
$5.97K - $7.45K
|
85
$50.6K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
21+ 0.86% |
$5.97K - $7.45K
|
2.46K
$1.46M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 17.24% |
$5.69K - $7.1K
|
136
$81K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
20+ 0.32% |
$5.69K - $7.1K
|
6.2K
$3.69M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
20New |
$5.69K - $7.1K
|
20
$11.9K
|