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 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 1.85% |
$9.1K - $11.4K
|
1.7K
$931K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32- 2.11% |
$9.1K - $11.4K
|
1.49K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-32- 2.81% |
$9.1K - $11.4K
|
1.11K
$605K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 1.72% |
$9.67K - $12.1K
|
1.95K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-36- 90.0% |
$10.2K - $12.8K
|
4
$2.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-37- 4.18% |
$10.5K - $13.1K
|
849
$465K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-39- 1.28% |
$11.1K - $13.8K
|
3.02K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-39- 3.22% |
$11.1K - $13.8K
|
1.17K
$643K
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-40- 2.25% |
$11.4K - $14.2K
|
1.74K
$951K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 0.77% |
$12.5K - $15.6K
|
5.64K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-46- 0.27% |
$13.1K - $16.3K
|
16.7K
$9.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 4.5% |
$13.4K - $16.7K
|
997
$546K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-47- 0.7% |
$13.4K - $16.7K
|
6.64K
$3.64M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-48- 0.14% |
$13.6K - $17K
|
33.6K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-49- 3.96% |
$13.9K - $17.4K
|
1.19K
$651K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-50- 4.57% |
$14.2K - $17.7K
|
1.05K
$573K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-50- 2.38% |
$14.2K - $17.7K
|
2.05K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-50- 1.77% |
$14.2K - $17.7K
|
2.78K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-50- 2.56% |
$14.2K - $17.7K
|
1.9K
$1.04M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 3.57% |
$14.2K - $17.7K
|
1.35K
$740K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-53- 1.7% |
$15.1K - $18.8K
|
3.07K
$1.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-54- 1.71% |
$15.4K - $19.2K
|
3.11K
$1.7M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-56- 1.21% |
$15.9K - $19.9K
|
4.58K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-57- 3.45% |
$16.2K - $20.2K
|
1.6K
$874K
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-59- 0.09% |
$16.8K - $20.9K
|
67K
$36.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-59- 2.09% |
$16.8K - $20.9K
|
2.76K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-60- 7.01% |
$17.1K - $21.3K
|
796
$436K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-61- 6.43% |
$17.3K - $21.7K
|
888
$487K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-64- 21.69% |
$18.2K - $22.7K
|
231
$127K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-64- 0.72% |
$18.2K - $22.7K
|
8.87K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-64- 2.37% |
$18.2K - $22.7K
|
2.64K
$1.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-69- 2.86% |
$19.6K - $24.5K
|
2.34K
$1.28M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-69- 2.86% |
$19.6K - $24.5K
|
2.34K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-71- 3.12% |
$20.2K - $25.2K
|
2.2K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-71- 4.22% |
$20.2K - $25.2K
|
1.61K
$884K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-72- 7.57% |
$20.5K - $25.6K
|
879
$482K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-72- 10.57% |
$20.5K - $25.6K
|
609
$334K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-72- 3.39% |
$20.5K - $25.6K
|
2.05K
$1.12M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-73- 1.17% |
$20.8K - $25.9K
|
6.18K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-75- 2.86% |
$21.3K - $26.6K
|
2.54K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-79- 0.22% |
$22.5K - $28K
|
35.8K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-80- 67.23% |
$22.7K - $28.4K
|
39
$21.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-80- 7.27% |
$22.7K - $28.4K
|
1.02K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-80- 9.54% |
$22.7K - $28.4K
|
759
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-82- 4.55% |
$23.3K - $29.1K
|
1.72K
$942K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-83- 8.31% |
$23.6K - $29.5K
|
916
$502K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-86- 3.99% |
$24.5K - $30.5K
|
2.07K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-89- 1.05% |
$25.3K - $31.6K
|
8.35K
$4.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-90- 6.34% |
$25.6K - $31.9K
|
1.33K
$728K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-91- 21.51% |
$25.9K - $32.3K
|
332
$182K
|