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 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
18+ 0.53% |
$5.12K - $6.39K
|
3.44K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18+ 0.15% |
$5.12K - $6.39K
|
12.4K
$6.8M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
18+ 8.45% |
$5.12K - $6.39K
|
231
$127K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
18+ 0.15% |
$5.12K - $6.39K
|
11.8K
$6.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17New |
$4.83K - $6.03K
|
17
$9.31K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17New |
$4.83K - $6.03K
|
17
$9.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
17+ 0.07% |
$4.83K - $6.03K
|
23.8K
$13.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 0.58% |
$4.55K - $5.68K
|
2.78K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 1.38% |
$4.27K - $5.32K
|
1.1K
$604K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 1.93% |
$4.27K - $5.32K
|
791
$433K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
14+ 1.91% |
$3.98K - $4.97K
|
746
$409K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13+ 54.17% |
$3.7K - $4.61K
|
37
$20.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 2.43% |
$3.41K - $4.26K
|
506
$277K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12+ 0.79% |
$3.41K - $4.26K
|
1.52K
$834K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
12+ 0.05% |
$3.41K - $4.26K
|
23K
$12.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
11+ 0.64% |
$3.13K - $3.9K
|
1.72K
$942K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10+ 8.0% |
$2.84K - $3.55K
|
135
$74K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 83.33% |
$2.84K - $3.55K
|
22
$12.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$2.56K - $3.19K
|
9
$4.93K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
9+ 0.4% |
$2.56K - $3.19K
|
2.25K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9+ 16.67% |
$2.56K - $3.19K
|
63
$34.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
9New |
$2.56K - $3.19K
|
9
$4.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9+ 1.03% |
$2.56K - $3.19K
|
880
$482K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.41% |
$2.27K - $2.84K
|
1.96K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8New |
$2.27K - $2.84K
|
8
$4.38K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
8+ 0.95% |
$2.27K - $2.84K
|
854
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8+ 0.83% |
$2.27K - $2.84K
|
969
$531K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 3.27% |
$2.27K - $2.84K
|
253
$139K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8+ 0.83% |
$2.27K - $2.84K
|
971
$532K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$1.99K - $2.48K
|
7
$3.84K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.13% |
$1.99K - $2.48K
|
5.34K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 2.13% |
$1.99K - $2.48K
|
336
$184K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 1.0% |
$1.99K - $2.48K
|
705
$386K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6+ 0.21% |
$1.71K - $2.13K
|
2.91K
$1.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
6+ 0.2% |
$1.71K - $2.13K
|
3.05K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
6+ 0.06% |
$1.71K - $2.13K
|
9.96K
$5.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 2.37% |
$1.71K - $2.13K
|
259
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6New |
$1.71K - $2.13K
|
6
$3.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 1.52% |
$1.71K - $2.13K
|
401
$220K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
5+ 0.16% |
$1.42K - $1.77K
|
3.19K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$1.42K - $1.77K
|
5
$2.74K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
5+ 0.49% |
$1.42K - $1.77K
|
1.02K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.31% |
$1.42K - $1.77K
|
1.64K
$901K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 20.83% |
$1.42K - $1.77K
|
29
$15.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4+ 0.06% |
$1.14K - $1.42K
|
7.1K
$3.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.03% |
$853 - $1.06K
|
8.97K
$4.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 2.29% |
$853 - $1.06K
|
134
$73.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 2.63% |
$853 - $1.06K
|
117
$64.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3+ 0.32% |
$853 - $1.06K
|
933
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$853 - $1.06K
|
3
$1.64K
|