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 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
60New |
$15.5K - $20.3K
|
60
$32.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
60New |
$15.5K - $20.3K
|
60
$32.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
60+ 0.51% |
$15.5K - $20.3K
|
11.8K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
60+ 3.34% |
$15.5K - $20.3K
|
1.86K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
60New |
$15.5K - $20.3K
|
60
$32.9K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
59+ 7.02% |
$15.3K - $20K
|
900
$493K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
59+ 0.32% |
$15.3K - $20K
|
18.6K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
59+ 6.97% |
$15.3K - $20K
|
905
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
59+ 10.87% |
$15.3K - $20K
|
602
$330K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
59New |
$15.3K - $20K
|
59
$32.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
58New |
$15K - $19.6K
|
58
$31.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
58+ 4.51% |
$15K - $19.6K
|
1.34K
$736K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
58New |
$15K - $19.6K
|
58
$31.8K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
58New |
$15K - $19.6K
|
58
$31.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
54New |
$14K - $18.3K
|
54
$29.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
54+ 0.49% |
$14K - $18.3K
|
11.1K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
54+ 3.66% |
$14K - $18.3K
|
1.53K
$838K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
53+ 5.09% |
$13.7K - $17.9K
|
1.1K
$600K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
52New |
$13.4K - $17.6K
|
52
$28.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50New |
$12.9K - $16.9K
|
50
$27.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 0.63% |
$12.9K - $16.9K
|
8.04K
$4.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
49+ 1.43% |
$12.7K - $16.6K
|
3.47K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
47+ 48.96% |
$12.1K - $15.9K
|
143
$78.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47New |
$12.1K - $15.9K
|
47
$25.7K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
46+ 2.04% |
$11.9K - $15.6K
|
2.3K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
46+ 4.44% |
$11.9K - $15.6K
|
1.08K
$592K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 150.0% |
$11.6K - $15.2K
|
75
$41.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
45+ 0.34% |
$11.6K - $15.2K
|
13.3K
$7.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44+ 3.62% |
$11.4K - $14.9K
|
1.26K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
44New |
$11.4K - $14.9K
|
44
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43New |
$11.1K - $14.6K
|
43
$23.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
43+ 1.43% |
$11.1K - $14.6K
|
3.06K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
42New |
$10.9K - $14.2K
|
42
$23K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
42+ 0.63% |
$10.9K - $14.2K
|
6.68K
$3.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
41+ 85.42% |
$10.6K - $13.9K
|
89
$48.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41New |
$10.6K - $13.9K
|
41
$22.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
40+ 3.56% |
$10.3K - $13.5K
|
1.16K
$637K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
40+ 0.1% |
$10.3K - $13.5K
|
39.7K
$21.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
40+ 1.94% |
$10.3K - $13.5K
|
2.11K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 108.11% |
$10.3K - $13.5K
|
77
$42.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
40+ 5.03% |
$10.3K - $13.5K
|
836
$458K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
39+ 125.81% |
$10.1K - $13.2K
|
70
$38.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
39+ 0.93% |
$10.1K - $13.2K
|
4.21K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
38+ 11.45% |
$9.82K - $12.9K
|
370
$203K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
38New |
$9.82K - $12.9K
|
38
$20.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 6.31% |
$9.56K - $12.5K
|
623
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.6% |
$9.56K - $12.5K
|
6.25K
$3.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
36+ 1.42% |
$9.31K - $12.2K
|
2.58K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
36+ 4.0% |
$9.31K - $12.2K
|
936
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 1.2% |
$9.05K - $11.8K
|
2.94K
$1.61M
|