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 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$517 - $677
|
2.79K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2+ 0.06% |
$517 - $677
|
3.55K
$1.83M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.18% |
$517 - $677
|
1.14K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 22.22% |
$517 - $677
|
11
$5.68K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1New |
$258 - $338
|
1
$516
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 3.03% |
$258 - $338
|
34
$17.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.71% |
$258 - $338
|
141
$72.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1+ 0.07% |
$258 - $338
|
1.51K
$777K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.09% |
$258 - $338
|
1.09K
$562K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.2% |
$258 - $338
|
509
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$258 - $338
|
7
$3.61K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- 0.07% |
$258 - $338
|
1.52K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.85% |
$258 - $338
|
116
$59.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1- 0.14% |
$258 - $338
|
736
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1- 0.02% |
$258 - $338
|
4.88K
$2.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2- -0.0% |
$517 - $677
|
113K
$58.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 0.24% |
$517 - $677
|
849
$438K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.15% |
$517 - $677
|
1.36K
$701K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-2- 0.01% |
$517 - $677
|
19.7K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2- 0.04% |
$517 - $677
|
5.32K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.11% |
$517 - $677
|
1.9K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-2- 0.08% |
$517 - $677
|
2.5K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 0.33% |
$775 - $1.02K
|
916
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 5.66% |
$775 - $1.02K
|
50
$25.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 4.84% |
$775 - $1.02K
|
59
$30.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.45% |
$775 - $1.02K
|
660
$341K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-4- 0.18% |
$1.03K - $1.35K
|
2.24K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 2.96% |
$1.03K - $1.35K
|
131
$67.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4- 23.53% |
$1.03K - $1.35K
|
13
$6.71K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5- 0.57% |
$1.29K - $1.69K
|
875
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5- 0.26% |
$1.29K - $1.69K
|
1.94K
$999K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.02% |
$1.29K - $1.69K
|
25.1K
$12.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-6- 0.5% |
$1.55K - $2.03K
|
1.2K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-6- 0.09% |
$1.55K - $2.03K
|
6.8K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.7% |
$1.55K - $2.03K
|
851
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6- 25.0% |
$1.55K - $2.03K
|
18
$9.29K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 2.18% |
$1.81K - $2.37K
|
314
$162K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-7- 0.33% |
$1.81K - $2.37K
|
2.15K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.91% |
$1.81K - $2.37K
|
764
$394K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7- 0.19% |
$1.81K - $2.37K
|
3.74K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.2% |
$1.81K - $2.37K
|
3.48K
$1.8M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7- 0.31% |
$1.81K - $2.37K
|
2.27K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8- 0.8% |
$2.07K - $2.71K
|
987
$509K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-8- 0.25% |
$2.07K - $2.71K
|
3.18K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-9- 0.4% |
$2.33K - $3.05K
|
2.24K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-9- 0.94% |
$2.33K - $3.05K
|
953
$492K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 3.47% |
$2.33K - $3.05K
|
250
$129K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 69.23% |
$2.33K - $3.05K
|
4
$2.06K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.24% |
$2.33K - $3.05K
|
3.77K
$1.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 0.12% |
$2.58K - $3.38K
|
8.36K
$4.31M
|