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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.09% |
$258 - $338
|
1.09K
$596K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.2% |
$258 - $338
|
509
$279K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$258 - $338
|
7
$3.84K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- 0.07% |
$258 - $338
|
1.52K
$833K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.85% |
$258 - $338
|
116
$63.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1- 0.14% |
$258 - $338
|
736
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1- 0.02% |
$258 - $338
|
4.88K
$2.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2- -0.0% |
$517 - $677
|
113K
$62M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 0.24% |
$517 - $677
|
849
$465K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.15% |
$517 - $677
|
1.36K
$744K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-2- 0.01% |
$517 - $677
|
19.7K
$10.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2- 0.04% |
$517 - $677
|
5.32K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.11% |
$517 - $677
|
1.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-2- 0.08% |
$517 - $677
|
2.5K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 0.33% |
$775 - $1.02K
|
916
$502K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 5.66% |
$775 - $1.02K
|
50
$27.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 4.84% |
$775 - $1.02K
|
59
$32.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.45% |
$775 - $1.02K
|
660
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-4- 0.18% |
$1.03K - $1.35K
|
2.24K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 2.96% |
$1.03K - $1.35K
|
131
$71.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4- 23.53% |
$1.03K - $1.35K
|
13
$7.12K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5- 0.57% |
$1.29K - $1.69K
|
875
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5- 0.26% |
$1.29K - $1.69K
|
1.94K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.02% |
$1.29K - $1.69K
|
25.1K
$13.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-6- 0.5% |
$1.55K - $2.03K
|
1.2K
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-6- 0.09% |
$1.55K - $2.03K
|
6.8K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.7% |
$1.55K - $2.03K
|
851
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6- 25.0% |
$1.55K - $2.03K
|
18
$9.86K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 2.18% |
$1.81K - $2.37K
|
314
$172K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-7- 0.33% |
$1.81K - $2.37K
|
2.15K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.91% |
$1.81K - $2.37K
|
764
$419K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7- 0.19% |
$1.81K - $2.37K
|
3.74K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.2% |
$1.81K - $2.37K
|
3.48K
$1.91M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7- 0.31% |
$1.81K - $2.37K
|
2.27K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8- 0.8% |
$2.07K - $2.71K
|
987
$541K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-8- 0.25% |
$2.07K - $2.71K
|
3.18K
$1.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-9- 0.4% |
$2.33K - $3.05K
|
2.24K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-9- 0.94% |
$2.33K - $3.05K
|
953
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 3.47% |
$2.33K - $3.05K
|
250
$137K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 69.23% |
$2.33K - $3.05K
|
4
$2.19K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 0.12% |
$2.58K - $3.38K
|
8.36K
$4.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-10- 0.45% |
$2.58K - $3.38K
|
2.19K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-10- 0.18% |
$2.58K - $3.38K
|
5.48K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-11- 28.21% |
$2.84K - $3.72K
|
28
$15.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-12- 0.48% |
$3.1K - $4.06K
|
2.49K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-12- 1.45% |
$3.1K - $4.06K
|
816
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 0.7% |
$3.1K - $4.06K
|
1.7K
$933K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-13- 1.28% |
$3.36K - $4.4K
|
1K
$550K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 1.4% |
$3.62K - $4.74K
|
983
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-14- 20.29% |
$3.62K - $4.74K
|
55
$30.1K
|