Purchases and Sales Made in Q4 2022 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
274+ 21.29% |
$50.2K - $77.2K
|
1.56K
$930K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
272New |
$49.8K - $76.6K
|
272
$162K
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
268+ 13.16% |
$49.1K - $75.5K
|
2.31K
$1.37M
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
267New |
$48.9K - $75.2K
|
267
$159K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
265New |
$48.5K - $74.7K
|
265
$158K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
260New |
$47.6K - $73.3K
|
260
$155K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
253+ 0.03% |
$46.3K - $71.3K
|
797K
$475M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
248+ 10.6% |
$45.4K - $69.9K
|
2.59K
$1.54M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
247New |
$45.2K - $69.6K
|
247
$147K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
244+ 0.68% |
$44.7K - $68.7K
|
36.3K
$21.6M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
237New |
$43.4K - $66.8K
|
237
$141K
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
236+ 0.94% |
$43.2K - $66.5K
|
25.4K
$15.1M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
236New |
$43.2K - $66.5K
|
236
$141K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
227+ 14.59% |
$41.6K - $64K
|
1.78K
$1.06M
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
226+ 0.02% |
$41.4K - $63.7K
|
1.5M
$892M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
225+ 0.21% |
$41.2K - $63.4K
|
108K
$64.3M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
223+ 12.3% |
$40.8K - $62.8K
|
2.04K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
222+ 2.8% |
$40.6K - $62.5K
|
8.15K
$4.85M
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
219+ 2.35% |
$40.1K - $61.7K
|
9.53K
$5.67M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
217New |
$39.7K - $61.1K
|
217
$129K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
214+ 6.06% |
$39.2K - $60.3K
|
3.75K
$2.23M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
208New |
$38.1K - $58.6K
|
208
$124K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
208+ 5.03% |
$38.1K - $58.6K
|
4.34K
$2.59M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
196+ 2.26% |
$35.9K - $55.2K
|
8.86K
$5.28M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
196+ 15.17% |
$35.9K - $55.2K
|
1.49K
$886K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
191+ 31.67% |
$35K - $53.8K
|
794
$473K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
184+ 1.76% |
$33.7K - $51.8K
|
10.6K
$6.33M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
179+ 0.44% |
$32.8K - $50.4K
|
41.1K
$24.5M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
174+ 2.85% |
$31.9K - $49K
|
6.29K
$3.74M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
167+ 14.01% |
$30.6K - $47.1K
|
1.36K
$809K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
161+ 4.15% |
$29.5K - $45.4K
|
4.04K
$2.41M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
159+ 29.07% |
$29.1K - $44.8K
|
706
$420K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
159+ 1.16% |
$29.1K - $44.8K
|
13.9K
$8.29M
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
158+ 13.42% |
$28.9K - $44.5K
|
1.34K
$795K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
157+ 275.44% |
$28.7K - $44.2K
|
214
$127K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
155+ 3.4% |
$28.4K - $43.7K
|
4.71K
$2.81M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
144New |
$26.4K - $40.6K
|
144
$85.8K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
144+ 7.63% |
$26.4K - $40.6K
|
2.03K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
143+ 0.21% |
$26.2K - $40.3K
|
66.9K
$39.8M
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
142+ 39.12% |
$26K - $40K
|
505
$301K
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
142+ 11.26% |
$26K - $40K
|
1.4K
$836K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
141New |
$25.8K - $39.7K
|
141
$84K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
136+ 2.27% |
$24.9K - $38.3K
|
6.13K
$3.65M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
134+ 15.95% |
$24.5K - $37.8K
|
974
$580K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
132+ 115.79% |
$24.2K - $37.2K
|
246
$147K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
131New |
$24K - $36.9K
|
131
$78K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
126+ 3.77% |
$23.1K - $35.5K
|
3.47K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
126+ 4.15% |
$23.1K - $35.5K
|
3.16K
$1.88M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
124+ 51.45% |
$22.7K - $34.9K
|
365
$217K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
123+ 0.44% |
$22.5K - $34.7K
|
28.1K
$16.7M
|