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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
59+ 4.25% |
$10.8K - $16.6K
|
1.45K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
56+ 2.99% |
$10.3K - $15.8K
|
1.93K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
54+ 4.71% |
$9.89K - $15.2K
|
1.2K
$620K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
52+ 3.5% |
$9.52K - $14.7K
|
1.54K
$793K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
52+ 8.31% |
$9.52K - $14.7K
|
678
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
52+ 4.85% |
$9.52K - $14.7K
|
1.12K
$580K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
51+ 1.0% |
$9.34K - $14.4K
|
5.17K
$2.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
50+ 2.94% |
$9.15K - $14.1K
|
1.75K
$904K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
50+ 0.07% |
$9.15K - $14.1K
|
67.6K
$34.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
48New |
$8.79K - $13.5K
|
48
$24.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43New |
$7.87K - $12.1K
|
43
$22.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 8.62% |
$7.32K - $11.3K
|
504
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37+ 33.64% |
$6.77K - $10.4K
|
147
$75.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
35+ 0.64% |
$6.41K - $9.86K
|
5.49K
$2.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
34+ 1.39% |
$6.22K - $9.58K
|
2.47K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
32+ 0.58% |
$5.86K - $9.02K
|
5.54K
$2.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30+ 0.17% |
$5.49K - $8.45K
|
18.2K
$9.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30New |
$5.49K - $8.45K
|
30
$15.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$5.13K - $7.89K
|
28
$14.5K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
28+ 62.22% |
$5.13K - $7.89K
|
73
$37.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
28+ 2.55% |
$5.13K - $7.89K
|
1.13K
$582K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
27+ 1.78% |
$4.94K - $7.61K
|
1.54K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.65% |
$4.94K - $7.61K
|
4.2K
$2.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
26+ 520.0% |
$4.76K - $7.33K
|
31
$16K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
26+ 0.93% |
$4.76K - $7.33K
|
2.82K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
25+ 2.0% |
$4.58K - $7.04K
|
1.27K
$658K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
25+ 0.53% |
$4.58K - $7.04K
|
4.78K
$2.47M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25New |
$4.58K - $7.04K
|
25
$12.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
24+ 0.92% |
$4.39K - $6.76K
|
2.64K
$1.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
23New |
$4.21K - $6.48K
|
23
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
23+ 0.05% |
$4.21K - $6.48K
|
42.5K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23+ 1.49% |
$4.21K - $6.48K
|
1.56K
$807K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
22+ 244.44% |
$4.03K - $6.2K
|
31
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
22+ 1.01% |
$4.03K - $6.2K
|
2.2K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 1.12% |
$4.03K - $6.2K
|
1.98K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
21New |
$3.84K - $5.92K
|
21
$10.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
21+ 77.78% |
$3.84K - $5.92K
|
48
$24.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 2.04% |
$3.84K - $5.92K
|
1.05K
$543K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 95.45% |
$3.84K - $5.92K
|
43
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
21+ 5.75% |
$3.84K - $5.92K
|
386
$199K
|
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
21New |
$3.84K - $5.92K
|
21
$10.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 1.02% |
$3.66K - $5.63K
|
1.97K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20New |
$3.66K - $5.63K
|
20
$10.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 0.83% |
$3.48K - $5.35K
|
2.31K
$1.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$3.11K - $4.79K
|
17
$8.78K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
17+ 1.57% |
$3.11K - $4.79K
|
1.1K
$569K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.95% |
$3.11K - $4.79K
|
1.81K
$934K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 425.0% |
$3.11K - $4.79K
|
21
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$3.11K - $4.79K
|
17
$8.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
17+ 13.49% |
$3.11K - $4.79K
|
143
$73.9K
|