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 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
807+ 62.8% |
$148K - $227K
|
2.09K
$1.15M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
807New |
$148K - $227K
|
807
$442K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
807New |
$148K - $227K
|
807
$442K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
801New |
$147K - $226K
|
801
$439K
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
801New |
$147K - $226K
|
801
$439K
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
800New |
$146K - $225K
|
800
$438K
|
|
Feb 07, 2023
Q4 2022
|
Arnhold LLC
|
BUY
|
- |
800New |
$146K - $225K
|
800
$438K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
799New |
$146K - $225K
|
799
$438K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
798+ 36.34% |
$146K - $225K
|
2.99K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
797New |
$146K - $225K
|
797
$437K
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
795New |
$146K - $224K
|
795
$436K
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
792+ 0.3% |
$145K - $223K
|
266K
$146M
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
789New |
$144K - $222K
|
789
$432K
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
786New |
$144K - $221K
|
786
$431K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
785New |
$144K - $221K
|
785
$430K
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
783New |
$143K - $221K
|
783
$429K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
782New |
$143K - $220K
|
782
$428K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
777+ 6.77% |
$142K - $219K
|
12.3K
$6.72M
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
773New |
$142K - $218K
|
773
$424K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
769+ 0.31% |
$141K - $217K
|
248K
$136M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
760New |
$139K - $214K
|
760
$416K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
757New |
$139K - $213K
|
757
$415K
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
755New |
$138K - $213K
|
755
$414K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
738+ 1.48% |
$135K - $208K
|
50.6K
$27.7M
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
729+ 8.43% |
$133K - $205K
|
9.38K
$5.14M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
720+ 34.75% |
$132K - $203K
|
2.79K
$1.53M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
710+ 18.33% |
$130K - $200K
|
4.58K
$2.51M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
701+ 5.5% |
$128K - $197K
|
13.5K
$7.37M
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
685+ 2.54% |
$125K - $193K
|
27.6K
$15.1M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
665+ 11.36% |
$122K - $187K
|
6.52K
$3.57M
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
637+ 8.77% |
$117K - $179K
|
7.9K
$4.33M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
637+ 10.68% |
$117K - $179K
|
6.6K
$3.62M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
627New |
$115K - $177K
|
627
$344K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
613+ 136.22% |
$112K - $173K
|
1.06K
$582K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
610+ 1.09% |
$112K - $172K
|
56.4K
$30.9M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
609+ 9.05% |
$111K - $172K
|
7.34K
$4.02M
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
608+ 17.87% |
$111K - $171K
|
4.01K
$2.2M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
587+ 3.17% |
$107K - $165K
|
19.1K
$10.5M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
575+ 10.25% |
$105K - $162K
|
6.19K
$3.39M
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
570+ 11.88% |
$104K - $161K
|
5.37K
$2.94M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
531+ 27.12% |
$97.2K - $150K
|
2.49K
$1.36M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
524+ 6.91% |
$95.9K - $148K
|
8.11K
$4.44M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
513+ 11.33% |
$93.9K - $145K
|
5.04K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
511+ 30.8% |
$93.5K - $144K
|
2.17K
$1.19M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
510+ 7.94% |
$93.4K - $144K
|
6.93K
$3.8M
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
502+ 8.83% |
$91.9K - $141K
|
6.19K
$3.39M
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
497+ 3.32% |
$91K - $140K
|
15.5K
$8.47M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
493+ 0.57% |
$90.2K - $139K
|
87.5K
$47.9M
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
492+ 6.9% |
$90.1K - $139K
|
7.63K
$4.18M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
488+ 19.47% |
$89.3K - $137K
|
2.99K
$1.64M
|