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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
BUY
|
- |
35+ 0.14% |
$9.05K - $11.8K
|
24.3K
$13.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
34+ 2.43% |
$8.79K - $11.5K
|
1.43K
$785K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
34+ 0.39% |
$8.79K - $11.5K
|
8.85K
$4.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 1.58% |
$8.79K - $11.5K
|
2.19K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
33+ 1.53% |
$8.53K - $11.2K
|
2.19K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 10.71% |
$8.53K - $11.2K
|
341
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
33+ 2.05% |
$8.53K - $11.2K
|
1.64K
$898K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
33+ 1.14% |
$8.53K - $11.2K
|
2.92K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32+ 2.28% |
$8.27K - $10.8K
|
1.44K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 2.55% |
$8.27K - $10.8K
|
1.29K
$706K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
30+ 0.7% |
$7.75K - $10.2K
|
4.31K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
30+ 3.82% |
$7.75K - $10.2K
|
815
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
29+ 1.32% |
$7.5K - $9.81K
|
2.23K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29New |
$7.5K - $9.81K
|
29
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
28+ 3.84% |
$7.24K - $9.47K
|
758
$415K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
27+ 3.94% |
$6.98K - $9.14K
|
713
$391K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
27+ 0.3% |
$6.98K - $9.14K
|
8.9K
$4.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
25+ 5.56% |
$6.46K - $8.46K
|
475
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25+ 3.93% |
$6.46K - $8.46K
|
661
$362K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
24New |
$6.2K - $8.12K
|
24
$13.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
24New |
$6.2K - $8.12K
|
24
$13.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 6.85% |
$5.95K - $7.78K
|
359
$197K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23+ 1.13% |
$5.95K - $7.78K
|
2.06K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
23+ 2.31% |
$5.95K - $7.78K
|
1.02K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 19.64% |
$5.69K - $7.44K
|
134
$73.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
21+ 1.79% |
$5.43K - $7.11K
|
1.19K
$654K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21New |
$5.43K - $7.11K
|
21
$11.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 2.38% |
$5.17K - $6.77K
|
859
$471K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
20New |
$5.17K - $6.77K
|
20
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
20+ 0.43% |
$5.17K - $6.77K
|
4.62K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
20New |
$5.17K - $6.77K
|
20
$11K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
19+ 0.62% |
$4.91K - $6.43K
|
3.09K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19+ 1.83% |
$4.91K - $6.43K
|
1.06K
$578K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19+ 2.7% |
$4.91K - $6.43K
|
723
$396K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 26.76% |
$4.91K - $6.43K
|
90
$49.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19New |
$4.91K - $6.43K
|
19
$10.4K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18+ 72.0% |
$4.65K - $6.09K
|
43
$23.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
18+ 1.05% |
$4.65K - $6.09K
|
1.74K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18+ 5.07% |
$4.65K - $6.09K
|
373
$204K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
17+ 3.48% |
$4.39K - $5.75K
|
505
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
17+ 1.54% |
$4.39K - $5.75K
|
1.12K
$615K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17+ 0.17% |
$4.39K - $5.75K
|
9.98K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
17+ 1.4% |
$4.39K - $5.75K
|
1.23K
$675K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16+ 0.01% |
$4.14K - $5.41K
|
108K
$59.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
16+ 94.12% |
$4.14K - $5.41K
|
33
$18.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 1.64% |
$4.14K - $5.41K
|
990
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16+ 1.13% |
$4.14K - $5.41K
|
1.43K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 11.94% |
$4.14K - $5.41K
|
150
$82.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15New |
$3.88K - $5.08K
|
15
$8.22K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 3.93% |
$3.88K - $5.08K
|
397
$218K
|