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
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10- 1.0% |
$2.84K - $3.55K
|
991
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 6.94% |
$2.84K - $3.55K
|
134
$73.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.7% |
$2.84K - $3.55K
|
1.42K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.58% |
$3.13K - $3.9K
|
1.89K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11- 0.74% |
$3.13K - $3.9K
|
1.48K
$809K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-12- 33.33% |
$3.41K - $4.26K
|
24
$13.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-12- 1.15% |
$3.41K - $4.26K
|
1.04K
$568K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-12- 19.05% |
$3.41K - $4.26K
|
51
$27.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-12- 1.0% |
$3.41K - $4.26K
|
1.18K
$648K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-13- 0.83% |
$3.7K - $4.61K
|
1.55K
$850K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13- 0.36% |
$3.7K - $4.61K
|
3.6K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-15- 1.32% |
$4.27K - $5.32K
|
1.12K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-15- 0.25% |
$4.27K - $5.32K
|
5.95K
$3.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-16- 1.14% |
$4.55K - $5.68K
|
1.39K
$762K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-16- 0.65% |
$4.55K - $5.68K
|
2.44K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16- 1.19% |
$4.55K - $5.68K
|
1.32K
$725K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17- 7.73% |
$4.83K - $6.03K
|
203
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-17- 0.25% |
$4.83K - $6.03K
|
6.9K
$3.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18- 0.37% |
$5.12K - $6.39K
|
4.79K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-18- 0.82% |
$5.12K - $6.39K
|
2.17K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-18- 2.54% |
$5.12K - $6.39K
|
691
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-19- 0.25% |
$5.4K - $6.74K
|
7.43K
$4.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-20- 3.78% |
$5.69K - $7.1K
|
509
$279K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-20- 1.28% |
$5.69K - $7.1K
|
1.54K
$842K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-20- 24.39% |
$5.69K - $7.1K
|
62
$34K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20- 6.1% |
$5.69K - $7.1K
|
308
$169K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 1.49% |
$5.97K - $7.45K
|
1.39K
$762K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-21- 2.45% |
$5.97K - $7.45K
|
835
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-21- 6.6% |
$5.97K - $7.45K
|
297
$163K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21- 2.98% |
$5.97K - $7.45K
|
683
$374K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-22- 2.86% |
$6.26K - $7.81K
|
747
$409K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-22- 2.02% |
$6.26K - $7.81K
|
1.07K
$585K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.62% |
$6.26K - $7.81K
|
3.53K
$1.93M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-23- 1.0% |
$6.54K - $8.16K
|
2.27K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-23- 1.73% |
$6.54K - $8.16K
|
1.31K
$715K
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-23- 1.06% |
$6.54K - $8.16K
|
2.15K
$1.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-24- 1.11% |
$6.82K - $8.52K
|
2.13K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-24- 3.31% |
$6.82K - $8.52K
|
701
$384K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-25- 45.45% |
$7.11K - $8.87K
|
30
$16.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-25- 1.41% |
$7.11K - $8.87K
|
1.74K
$955K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25- 0.27% |
$7.11K - $8.87K
|
9.11K
$4.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-25- 0.6% |
$7.11K - $8.87K
|
4.12K
$2.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-26- 2.18% |
$7.39K - $9.23K
|
1.17K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.72% |
$7.39K - $9.23K
|
3.58K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27- 1.01% |
$7.68K - $9.58K
|
2.63K
$1.44M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-27- 0.08% |
$7.68K - $9.58K
|
32.8K
$18M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-29- 2.88% |
$8.25K - $10.3K
|
977
$535K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 2.39% |
$8.25K - $10.3K
|
1.18K
$648K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-30- 1.16% |
$8.53K - $10.6K
|
2.56K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-30- 1.7% |
$8.53K - $10.6K
|
1.73K
$949K
|