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 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-14- 0.44% |
$3.62K - $4.74K
|
3.14K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-15- 1.74% |
$3.88K - $5.08K
|
847
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-15- 0.1% |
$3.88K - $5.08K
|
15.5K
$8.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 5.24% |
$3.88K - $5.08K
|
271
$147K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-16- 1.33% |
$4.14K - $5.41K
|
1.19K
$642K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-17- 0.28% |
$4.39K - $5.75K
|
6.07K
$3.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 17.65% |
$4.65K - $6.09K
|
84
$45.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-18- 7.79% |
$4.65K - $6.09K
|
213
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-18- 7.79% |
$4.65K - $6.09K
|
213
$115K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-18- 7.79% |
$4.65K - $6.09K
|
213
$115K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-18- 26.47% |
$4.65K - $6.09K
|
50
$27.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-19- 0.13% |
$4.91K - $6.43K
|
14.4K
$7.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 1.84% |
$5.17K - $6.77K
|
1.07K
$578K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 1.86% |
$5.43K - $7.11K
|
1.11K
$602K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-21- 2.12% |
$5.43K - $7.11K
|
970
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-21- 0.54% |
$5.43K - $7.11K
|
3.87K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.09% |
$5.43K - $7.11K
|
23.8K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-22- 8.49% |
$5.69K - $7.44K
|
237
$128K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-23- 4.52% |
$5.95K - $7.78K
|
486
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-23- 0.42% |
$5.95K - $7.78K
|
5.4K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-24- 0.27% |
$6.2K - $8.12K
|
8.86K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-24- 0.1% |
$6.2K - $8.12K
|
24.3K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 1.18% |
$6.46K - $8.46K
|
2.1K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 12.0% |
$6.98K - $9.14K
|
198
$107K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-27- 42.86% |
$6.98K - $9.14K
|
36
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27- 0.3% |
$6.98K - $9.14K
|
8.96K
$4.86M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27- 0.18% |
$6.98K - $9.14K
|
14.8K
$8.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-30- 2.57% |
$7.75K - $10.2K
|
1.14K
$616K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-30- 1.83% |
$7.75K - $10.2K
|
1.61K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-30- 3.44% |
$7.75K - $10.2K
|
842
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-30- 1.67% |
$7.75K - $10.2K
|
1.77K
$960K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-33- 0.05% |
$8.53K - $11.2K
|
71.6K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-34- 23.13% |
$8.79K - $11.5K
|
113
$61.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-36- 0.4% |
$9.31K - $12.2K
|
8.94K
$4.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-37- 1.06% |
$9.56K - $12.5K
|
3.44K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-38- 3.3% |
$9.82K - $12.9K
|
1.12K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-39- 34.21% |
$10.1K - $13.2K
|
75
$40.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-39- 1.6% |
$10.1K - $13.2K
|
2.39K
$1.3M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-39- 2.02% |
$10.1K - $13.2K
|
1.89K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-40- 1.88% |
$10.3K - $13.5K
|
2.09K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-40- 13.2% |
$10.3K - $13.5K
|
263
$143K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-40- 6.4% |
$10.3K - $13.5K
|
585
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-41- 0.55% |
$10.6K - $13.9K
|
7.39K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-41- 0.38% |
$10.6K - $13.9K
|
10.8K
$5.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-41- 5.85% |
$10.6K - $13.9K
|
660
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-42- 4.9% |
$10.9K - $14.2K
|
816
$442K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-43- 1.89% |
$11.1K - $14.6K
|
2.23K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-44- 2.25% |
$11.4K - $14.9K
|
1.92K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-44- 0.65% |
$11.4K - $14.9K
|
6.7K
$3.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-45- 57.69% |
$11.6K - $15.2K
|
33
$17.9K
|