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 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-91- 21.51% |
$25.9K - $32.3K
|
332
$179K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-92- 3.18% |
$26.2K - $32.7K
|
2.81K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-92- 6.75% |
$26.2K - $32.7K
|
1.27K
$684K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-92- 2.17% |
$26.2K - $32.7K
|
4.15K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-93- 3.59% |
$26.4K - $33K
|
2.49K
$1.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-97- 4.45% |
$27.6K - $34.4K
|
2.09K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-100- 8.85% |
$28.4K - $35.5K
|
1.03K
$555K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-100- 3.87% |
$28.4K - $35.5K
|
2.48K
$1.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-100- 6.64% |
$28.4K - $35.5K
|
1.41K
$757K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-100- 2.34% |
$28.4K - $35.5K
|
4.17K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 4.17% |
$28.4K - $35.5K
|
2.3K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-100- 10.57% |
$28.4K - $35.5K
|
846
$456K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-104- 0.4% |
$29.6K - $36.9K
|
26.1K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-105- 3.73% |
$29.9K - $37.3K
|
2.71K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-107- 6.12% |
$30.4K - $38K
|
1.64K
$884K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-108- 3.58% |
$30.7K - $38.3K
|
2.91K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-111- 0.58% |
$31.6K - $39.4K
|
18.9K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-112- 0.46% |
$31.8K - $39.8K
|
24.3K
$13.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-116- 30.61% |
$33K - $41.2K
|
263
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-116- 3.22% |
$33K - $41.2K
|
3.49K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-123- 2.31% |
$35K - $43.7K
|
5.21K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-124- 13.03% |
$35.3K - $44K
|
828
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-126- 10.4% |
$35.8K - $44.7K
|
1.09K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-129- 3.91% |
$36.7K - $45.8K
|
3.17K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-129- 5.6% |
$36.7K - $45.8K
|
2.17K
$1.17M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-129- 3.91% |
$36.7K - $45.8K
|
3.17K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-131- 8.65% |
$37.2K - $46.5K
|
1.38K
$745K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-138- 2.41% |
$39.2K - $49K
|
5.59K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-139- 6.67% |
$39.5K - $49.3K
|
1.95K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-140- 13.9% |
$39.8K - $49.7K
|
867
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-143- 5.27% |
$40.7K - $50.8K
|
2.57K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-144- 1.62% |
$40.9K - $51.1K
|
8.74K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-148- 6.46% |
$42.1K - $52.5K
|
2.14K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-149- 0.77% |
$42.4K - $52.9K
|
19.2K
$10.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-150- 14.19% |
$42.7K - $53.2K
|
907
$488K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-150- 12.82% |
$42.7K - $53.2K
|
1.02K
$549K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-153- 13.32% |
$43.5K - $54.3K
|
996
$536K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-154- 3.12% |
$43.8K - $54.7K
|
4.78K
$2.57M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-155- 6.43% |
$44.1K - $55K
|
2.26K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-155- 2.83% |
$44.1K - $55K
|
5.33K
$2.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-156- 0.95% |
$44.4K - $55.4K
|
16.2K
$8.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-171- 16.72% |
$48.6K - $60.7K
|
852
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-172- 0.58% |
$48.9K - $61K
|
29.6K
$15.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-175- 0.69% |
$49.8K - $62.1K
|
25.3K
$13.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-175- 6.71% |
$49.8K - $62.1K
|
2.43K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-177- 7.22% |
$50.3K - $62.8K
|
2.27K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-177- 27.4% |
$50.3K - $62.8K
|
469
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-186- 3.99% |
$52.9K - $66K
|
4.48K
$2.41M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-187- 13.67% |
$53.2K - $66.4K
|
1.18K
$636K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-191- 0.07% |
$54.3K - $67.8K
|
288K
$155M
|