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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 60.0% |
$853 - $1.06K
|
8
$4.38K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
2+ 0.6% |
$569 - $710
|
338
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$569 - $710
|
2
$1.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.66% |
$569 - $710
|
303
$166K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.34% |
$569 - $710
|
151
$82.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$569 - $710
|
1.56K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.3% |
$569 - $710
|
663
$363K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$284 - $355
|
8
$4.38K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1+ 0.11% |
$284 - $355
|
918
$503K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.11% |
$284 - $355
|
919
$503K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$284 - $355
|
922
$505K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$284 - $355
|
1
$548
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.09% |
$284 - $355
|
1.12K
$614K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.05% |
$284 - $355
|
1.98K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1- 0.02% |
$284 - $355
|
5.36K
$2.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$284 - $355
|
4.6K
$2.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 16.67% |
$284 - $355
|
5
$2.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$284 - $355
|
4.68K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-1- 2.33% |
$284 - $355
|
42
$23K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1- 0.1% |
$284 - $355
|
997
$546K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.2% |
$284 - $355
|
508
$278K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 1.77% |
$569 - $710
|
111
$60.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2- 0.14% |
$569 - $710
|
1.42K
$779K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2- 0.25% |
$569 - $710
|
799
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 2.86% |
$853 - $1.06K
|
102
$55.9K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3- 0.31% |
$853 - $1.06K
|
962
$527K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4- 0.46% |
$1.14K - $1.42K
|
858
$470K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5- 0.4% |
$1.42K - $1.77K
|
1.23K
$676K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5- 0.3% |
$1.42K - $1.77K
|
1.64K
$900K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-5- 0.45% |
$1.42K - $1.77K
|
1.1K
$600K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5- 0.41% |
$1.42K - $1.77K
|
1.21K
$665K
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
SELL
|
- |
-5- 1.19% |
$1.42K - $1.77K
|
416
$228K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5- 1.56% |
$1.42K - $1.77K
|
315
$173K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5- 0.34% |
$1.42K - $1.77K
|
1.45K
$795K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-6- 0.12% |
$1.71K - $2.13K
|
5.06K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-6- 3.92% |
$1.71K - $2.13K
|
147
$80.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 2.13% |
$1.99K - $2.48K
|
321
$176K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7- 0.6% |
$1.99K - $2.48K
|
1.15K
$632K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-7- 70.0% |
$1.99K - $2.48K
|
3
$1.64K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7- 0.24% |
$1.99K - $2.48K
|
2.88K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.33% |
$2.27K - $2.84K
|
2.4K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-8- 0.07% |
$2.27K - $2.84K
|
12K
$6.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.09% |
$2.27K - $2.84K
|
8.99K
$4.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9- 0.64% |
$2.56K - $3.19K
|
1.4K
$766K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9- 0.99% |
$2.56K - $3.19K
|
900
$493K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-9- 1.06% |
$2.56K - $3.19K
|
841
$461K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-9- 64.29% |
$2.56K - $3.19K
|
5
$2.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 1.6% |
$2.56K - $3.19K
|
552
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9- 0.54% |
$2.56K - $3.19K
|
1.66K
$908K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-10- 0.39% |
$2.84K - $3.55K
|
2.55K
$1.4M
|