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 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
98+ 19.37% |
$25.3K - $33.2K
|
604
$331K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
98+ 0.86% |
$25.3K - $33.2K
|
11.5K
$6.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
98+ 9.03% |
$25.3K - $33.2K
|
1.18K
$648K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
97+ 2.58% |
$25.1K - $32.8K
|
3.86K
$2.11M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
95+ 6.32% |
$24.6K - $32.1K
|
1.6K
$875K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
94+ 0.6% |
$24.3K - $31.8K
|
15.6K
$8.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
94+ 0.13% |
$24.3K - $31.8K
|
72.7K
$39.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
94New |
$24.3K - $31.8K
|
94
$51.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
93New |
$24K - $31.5K
|
93
$51K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
91+ 8.43% |
$23.5K - $30.8K
|
1.17K
$641K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
90+ 6.62% |
$23.3K - $30.5K
|
1.45K
$794K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
90+ 4.72% |
$23.3K - $30.5K
|
2K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
90New |
$23.3K - $30.5K
|
90
$49.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
90+ 6.09% |
$23.3K - $30.5K
|
1.57K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
90+ 0.98% |
$23.3K - $30.5K
|
9.25K
$5.07M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
90New |
$23.3K - $30.5K
|
90
$49.3K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
90New |
$23.3K - $30.5K
|
90
$49.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
87+ 10.74% |
$22.5K - $29.4K
|
897
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
83+ 6.25% |
$21.5K - $28.1K
|
1.41K
$774K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
83+ 4.19% |
$21.5K - $28.1K
|
2.06K
$1.13M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
82New |
$21.2K - $27.7K
|
82
$44.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
81+ 4.14% |
$20.9K - $27.4K
|
2.04K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
80+ 4.59% |
$20.7K - $27.1K
|
1.82K
$999K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
79+ 6.59% |
$20.4K - $26.7K
|
1.28K
$700K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
77+ 6.15% |
$19.9K - $26.1K
|
1.33K
$729K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
76+ 5.74% |
$19.6K - $25.7K
|
1.4K
$767K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
76+ 4.72% |
$19.6K - $25.7K
|
1.69K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 5.42% |
$19.4K - $25.4K
|
1.46K
$799K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
75+ 1.33% |
$19.4K - $25.4K
|
5.71K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
75+ 4.77% |
$19.4K - $25.4K
|
1.65K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
75+ 8.98% |
$19.4K - $25.4K
|
910
$499K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
74+ 176.19% |
$19.1K - $25K
|
116
$63.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
71+ 4.4% |
$18.4K - $24K
|
1.68K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
71+ 27.41% |
$18.4K - $24K
|
330
$181K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
70New |
$18.1K - $23.7K
|
70
$38.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
70+ 2.5% |
$18.1K - $23.7K
|
2.88K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
68+ 12.32% |
$17.6K - $23K
|
620
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
66+ 5.98% |
$17.1K - $22.3K
|
1.17K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
66New |
$17.1K - $22.3K
|
66
$36.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 4.37% |
$16.8K - $22K
|
1.55K
$851K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
64+ 8.0% |
$16.5K - $21.7K
|
864
$473K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 57.66% |
$16.5K - $21.7K
|
175
$95.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
64+ 7.49% |
$16.5K - $21.7K
|
919
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
64+ 0.42% |
$16.5K - $21.7K
|
15.2K
$8.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
62+ 0.71% |
$16K - $21K
|
8.76K
$4.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
62+ 21.91% |
$16K - $21K
|
345
$189K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62+ 8.22% |
$16K - $21K
|
816
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 7.83% |
$16K - $21K
|
854
$468K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
61+ 1.52% |
$15.8K - $20.6K
|
4.09K
$2.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
61+ 1.79% |
$15.8K - $20.6K
|
3.46K
$1.9M
|