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 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
172+ 6.08% |
$44.5K - $58.2K
|
3K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
171New |
$44.2K - $57.9K
|
171
$93.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
166+ 8.44% |
$42.9K - $56.2K
|
2.13K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
165+ 0.2% |
$42.7K - $55.8K
|
83.5K
$45.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
165+ 4.2% |
$42.7K - $55.8K
|
4.09K
$2.24M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
164+ 3.76% |
$42.4K - $55.5K
|
4.53K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
162+ 0.03% |
$41.9K - $54.8K
|
484K
$265M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
161+ 4.49% |
$41.6K - $54.5K
|
3.74K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
160New |
$41.4K - $54.1K
|
160
$87.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
159+ 3.82% |
$41.1K - $53.8K
|
4.32K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
156+ 0.42% |
$40.3K - $52.8K
|
37K
$20.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
152+ 3.81% |
$39.3K - $51.4K
|
4.14K
$2.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
149+ 20.75% |
$38.5K - $50.4K
|
867
$475K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
148+ 2.67% |
$38.3K - $50.1K
|
5.7K
$3.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
145New |
$37.5K - $49.1K
|
145
$79.4K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
145+ 1.13% |
$37.5K - $49.1K
|
13K
$7.13M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
143+ 4.05% |
$37K - $48.4K
|
3.67K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
140+ 103.7% |
$36.2K - $47.4K
|
275
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
139+ 1.28% |
$35.9K - $47K
|
11K
$6.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
136+ 8.01% |
$35.2K - $46K
|
1.83K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
130+ 13.0% |
$33.6K - $44K
|
1.13K
$619K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
130+ 9.35% |
$33.6K - $44K
|
1.52K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
129+ 1.01% |
$33.3K - $43.7K
|
13K
$7.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
125New |
$32.3K - $42.3K
|
125
$68.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
125+ 80.65% |
$32.3K - $42.3K
|
280
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
125+ 6250.0% |
$32.3K - $42.3K
|
127
$69.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
124+ 8.92% |
$32.1K - $42K
|
1.51K
$829K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
124+ 2.82% |
$32.1K - $42K
|
4.52K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
123+ 9.02% |
$31.8K - $41.6K
|
1.49K
$815K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
121+ 0.36% |
$31.3K - $40.9K
|
33.7K
$18.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
115+ 5.63% |
$29.7K - $38.9K
|
2.16K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
115+ 3.82% |
$29.7K - $38.9K
|
3.13K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
112New |
$29K - $37.9K
|
112
$61.4K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
110+ 2.18% |
$28.4K - $37.2K
|
5.16K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
109+ 3.69% |
$28.2K - $36.9K
|
3.06K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
108+ 12.5% |
$27.9K - $36.5K
|
972
$533K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
107+ 52.45% |
$27.7K - $36.2K
|
311
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
107+ 12.09% |
$27.7K - $36.2K
|
992
$543K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
106+ 4.5% |
$27.4K - $35.9K
|
2.46K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
106+ 6.93% |
$27.4K - $35.9K
|
1.64K
$896K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
105+ 0.88% |
$27.1K - $35.5K
|
12.1K
$6.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
105+ 15.2% |
$27.1K - $35.5K
|
796
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
105+ 2.31% |
$27.1K - $35.5K
|
4.65K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
104+ 1.19% |
$26.9K - $35.2K
|
8.85K
$4.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
103+ 3.91% |
$26.6K - $34.9K
|
2.74K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
103+ 2.93% |
$26.6K - $34.9K
|
3.62K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
103+ 13.99% |
$26.6K - $34.9K
|
839
$460K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
102+ 1.54% |
$26.4K - $34.5K
|
6.74K
$3.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
100+ 8.9% |
$25.8K - $33.8K
|
1.22K
$670K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99+ 0.36% |
$25.6K - $33.5K
|
27.6K
$15.1M
|