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 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15New |
$3.88K - $5.08K
|
15
$8.93K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 3.93% |
$3.88K - $5.08K
|
397
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
15+ 0.58% |
$3.88K - $5.08K
|
2.58K
$1.54M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$3.88K - $5.08K
|
15
$8.93K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
15+ 1.4% |
$3.88K - $5.08K
|
1.09K
$649K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
14+ 1.96% |
$3.62K - $4.74K
|
728
$434K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14+ 2.27% |
$3.62K - $4.74K
|
632
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 9.27% |
$3.62K - $4.74K
|
165
$98.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
13New |
$3.36K - $4.4K
|
13
$7.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
13+ 1.63% |
$3.36K - $4.4K
|
812
$484K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.33% |
$3.1K - $4.06K
|
3.6K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
12New |
$3.1K - $4.06K
|
12
$7.15K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11New |
$2.84K - $3.72K
|
11
$6.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 91.67% |
$2.84K - $3.72K
|
23
$13.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11New |
$2.84K - $3.72K
|
11
$6.55K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$2.58K - $3.38K
|
10
$5.96K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
10+ 0.41% |
$2.58K - $3.38K
|
2.45K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10+ 1.19% |
$2.58K - $3.38K
|
850
$506K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9New |
$2.33K - $3.05K
|
9
$5.36K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 13.64% |
$2.33K - $3.05K
|
75
$44.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9New |
$2.33K - $3.05K
|
9
$5.36K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 13.64% |
$2.33K - $3.05K
|
75
$44.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
8+ 0.27% |
$2.07K - $2.71K
|
2.92K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 5.97% |
$2.07K - $2.71K
|
142
$84.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$2.07K - $2.71K
|
8
$4.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.81K - $2.37K
|
7
$4.17K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
7+ 0.77% |
$1.81K - $2.37K
|
914
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
6+ 15.0% |
$1.55K - $2.03K
|
46
$27.4K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.62% |
$1.55K - $2.03K
|
977
$582K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
5New |
$1.29K - $1.69K
|
5
$2.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.2% |
$1.29K - $1.69K
|
2.51K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 1.59% |
$1.29K - $1.69K
|
320
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.52% |
$1.29K - $1.69K
|
974
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
5+ 100.0% |
$1.29K - $1.69K
|
10
$5.96K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
5New |
$1.29K - $1.69K
|
5
$2.98K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 50.0% |
$1.03K - $1.35K
|
12
$7.15K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4+ 0.25% |
$1.03K - $1.35K
|
1.57K
$937K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.06% |
$1.03K - $1.35K
|
6.2K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$1.03K - $1.35K
|
4
$2.38K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 44.44% |
$1.03K - $1.35K
|
13
$7.74K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3+ 0.4% |
$775 - $1.02K
|
750
$447K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.06% |
$775 - $1.02K
|
5.35K
$3.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.19% |
$775 - $1.02K
|
256
$152K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3+ 0.27% |
$775 - $1.02K
|
1.12K
$667K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$517 - $677
|
2.79K
$1.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2+ 0.06% |
$517 - $677
|
3.55K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.18% |
$517 - $677
|
1.14K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 22.22% |
$517 - $677
|
11
$6.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1New |
$258 - $338
|
1
$596
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 3.03% |
$258 - $338
|
34
$20.2K
|