Purchases and Sales Made in Q4 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
265+ 0.43% |
$68.5K - $89.7K
|
61.7K
$36.7M
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
264+ 6.59% |
$68.2K - $89.3K
|
4.27K
$2.54M
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
263+ 5.38% |
$68K - $89K
|
5.15K
$3.07M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
263+ 11.75% |
$68K - $89K
|
2.5K
$1.49M
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
258+ 22.93% |
$66.7K - $87.3K
|
1.38K
$824K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
257+ 25.62% |
$66.4K - $87K
|
1.26K
$750K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
257+ 19.5% |
$66.4K - $87K
|
1.58K
$938K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
257+ 25.62% |
$66.4K - $87K
|
1.26K
$750K
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
254+ 1.86% |
$65.7K - $86K
|
13.9K
$8.29M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
252+ 12.94% |
$65.1K - $85.3K
|
2.2K
$1.31M
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
251+ 1.07% |
$64.9K - $84.9K
|
23.8K
$14.1M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
251+ 10.91% |
$64.9K - $84.9K
|
2.55K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
250+ 6.04% |
$64.6K - $84.6K
|
4.39K
$2.61M
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
249New |
$64.4K - $84.3K
|
249
$148K
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
245+ 8.79% |
$63.3K - $82.9K
|
3.03K
$1.81M
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
243+ 0.73% |
$62.8K - $82.2K
|
33.7K
$20.1M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
239+ 19.67% |
$61.8K - $80.9K
|
1.45K
$866K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
239+ 9.58% |
$61.8K - $80.9K
|
2.73K
$1.63M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
238+ 12.24% |
$61.5K - $80.5K
|
2.18K
$1.3M
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
235+ 16.25% |
$60.7K - $79.5K
|
1.68K
$1M
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
228+ 3.98% |
$58.9K - $77.2K
|
5.96K
$3.55M
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
225+ 26.13% |
$58.2K - $76.1K
|
1.09K
$647K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
224+ 4.87% |
$57.9K - $75.8K
|
4.82K
$2.87M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
222+ 26.62% |
$57.4K - $75.1K
|
1.06K
$629K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
220+ 2.27% |
$56.9K - $74.4K
|
9.93K
$5.91M
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
218New |
$56.4K - $73.8K
|
218
$130K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
217+ 26.3% |
$56.1K - $73.4K
|
1.04K
$621K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
216+ 13.86% |
$55.8K - $73.1K
|
1.77K
$1.06M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
214+ 12.48% |
$55.3K - $72.4K
|
1.93K
$1.15M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
213+ 3.46% |
$55.1K - $72.1K
|
6.36K
$3.79M
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
213+ 15.24% |
$55.1K - $72.1K
|
1.61K
$959K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
211+ 6.54% |
$54.5K - $71.4K
|
3.44K
$2.05M
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
206+ 8.59% |
$53.2K - $69.7K
|
2.61K
$1.55M
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
202+ 0.67% |
$52.2K - $68.4K
|
30.5K
$18.2M
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
202New |
$52.2K - $68.4K
|
202
$120K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
200+ 22.83% |
$51.7K - $67.7K
|
1.08K
$641K
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
200+ 8.66% |
$51.7K - $67.7K
|
2.51K
$1.49M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
195New |
$50.4K - $66K
|
195
$116K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
195+ 13.67% |
$50.4K - $66K
|
1.62K
$966K
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
193+ 4.32% |
$49.9K - $65.3K
|
4.66K
$2.77M
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
193+ 8.93% |
$49.9K - $65.3K
|
2.35K
$1.4M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
192+ 0.98% |
$49.6K - $65K
|
19.8K
$11.8M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
192+ 10.31% |
$49.6K - $65K
|
2.06K
$1.22M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
191+ 21.46% |
$49.4K - $64.6K
|
1.08K
$644K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
188+ 13.39% |
$48.6K - $63.6K
|
1.59K
$948K
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
188+ 0.37% |
$48.6K - $63.6K
|
50.6K
$30.1M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
186+ 3.61% |
$48.1K - $62.9K
|
5.34K
$3.18M
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
182+ 11.84% |
$47K - $61.6K
|
1.72K
$1.02M
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
179+ 4475.0% |
$46.3K - $60.6K
|
183
$109K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
178+ 100.0% |
$46K - $60.2K
|
356
$212K
|