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 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
567+ 19.38% |
$161K - $201K
|
3.49K
$1.8M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
563+ 4.56% |
$160K - $200K
|
12.9K
$6.67M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
551+ 65.36% |
$157K - $196K
|
1.39K
$720K
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
543+ 65.82% |
$154K - $193K
|
1.37K
$706K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
542+ 7.01% |
$154K - $192K
|
8.27K
$4.27M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
538+ 9.78% |
$153K - $191K
|
6.04K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
527+ 1.83% |
$150K - $187K
|
29.3K
$15.1M
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
522+ 66.58% |
$148K - $185K
|
1.31K
$674K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
521+ 34.03% |
$148K - $185K
|
2.05K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
520+ 19.24% |
$148K - $185K
|
3.22K
$1.66M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
515+ 15.29% |
$146K - $183K
|
3.88K
$2.01M
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
510+ 1.3% |
$145K - $181K
|
39.7K
$20.5M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
507+ 9.0% |
$144K - $180K
|
6.14K
$3.17M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
499+ 4.73% |
$142K - $177K
|
11.1K
$5.71M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
495+ 4.32% |
$141K - $176K
|
11.9K
$6.17M
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
487+ 5.75% |
$138K - $173K
|
8.95K
$4.62M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
487+ 16.06% |
$138K - $173K
|
3.52K
$1.82M
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
480+ 37.53% |
$136K - $170K
|
1.76K
$908K
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
480+ 37.53% |
$136K - $170K
|
1.76K
$908K
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
477+ 12.28% |
$136K - $169K
|
4.36K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
463+ 10.15% |
$132K - $164K
|
5.03K
$2.6M
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
457+ 6.96% |
$130K - $162K
|
7.03K
$3.63M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
456+ 39.55% |
$130K - $162K
|
1.61K
$831K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
450New |
$128K - $160K
|
450
$232K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
439+ 3.53% |
$125K - $156K
|
12.9K
$6.64M
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
436+ 407.48% |
$124K - $155K
|
543
$280K
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
433+ 74.02% |
$123K - $154K
|
1.02K
$526K
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
426+ 5.37% |
$121K - $151K
|
8.36K
$4.32M
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
422+ 1.87% |
$120K - $150K
|
23K
$11.9M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
420+ 11.97% |
$119K - $149K
|
3.93K
$2.03M
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
414+ 0.72% |
$118K - $147K
|
58K
$29.9M
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
408+ 60.71% |
$116K - $145K
|
1.08K
$558K
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
407+ 10.03% |
$116K - $144K
|
4.46K
$2.3M
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
405+ 270.0% |
$115K - $144K
|
555
$287K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
403+ 15.45% |
$115K - $143K
|
3.01K
$1.56M
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
401+ 55.31% |
$114K - $142K
|
1.13K
$582K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
400+ 66.67% |
$114K - $142K
|
1K
$516K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
397+ 53.0% |
$113K - $141K
|
1.15K
$592K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
396+ 19.47% |
$113K - $141K
|
2.43K
$1.25M
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
395+ 17.64% |
$112K - $140K
|
2.63K
$1.36M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
395+ 11.71% |
$112K - $140K
|
3.77K
$1.95M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
394+ 4.22% |
$112K - $140K
|
9.73K
$5.03M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
393+ 5.32% |
$112K - $139K
|
7.77K
$4.01M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
392+ 7.43% |
$111K - $139K
|
5.67K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
386+ 38.14% |
$110K - $137K
|
1.4K
$722K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 130.51% |
$109K - $137K
|
680
$351K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
384+ 1.56% |
$109K - $136K
|
25K
$12.9M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
380+ 32.53% |
$108K - $135K
|
1.55K
$799K
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
379+ 0.75% |
$108K - $135K
|
50.8K
$26.2M
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
377New |
$107K - $134K
|
377
$195K
|