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 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-44- 2.25% |
$11.4K - $14.9K
|
1.92K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-44- 0.65% |
$11.4K - $14.9K
|
6.7K
$3.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-45- 57.69% |
$11.6K - $15.2K
|
33
$19.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 5.88% |
$11.6K - $15.2K
|
720
$429K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-45- 5.12% |
$11.6K - $15.2K
|
834
$497K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-45- 4.17% |
$11.6K - $15.2K
|
1.04K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-46- 0.55% |
$11.9K - $15.6K
|
8.31K
$4.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-48- 0.3% |
$12.4K - $16.2K
|
16.2K
$9.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-48- 7.92% |
$12.4K - $16.2K
|
558
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-48- 0.15% |
$12.4K - $16.2K
|
32.2K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-48- 0.39% |
$12.4K - $16.2K
|
12.4K
$7.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-48- 47.06% |
$12.4K - $16.2K
|
54
$32.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-49- 3.89% |
$12.7K - $16.6K
|
1.21K
$721K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 0.95% |
$12.9K - $16.9K
|
5.22K
$3.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-50- 2.96% |
$12.9K - $16.9K
|
1.64K
$978K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-50- 0.59% |
$12.9K - $16.9K
|
8.4K
$5M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-51- 1.0% |
$13.2K - $17.3K
|
5.04K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-52- 3.06% |
$13.4K - $17.6K
|
1.65K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-52- 5.39% |
$13.4K - $17.6K
|
912
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-53- 5.84% |
$13.7K - $17.9K
|
855
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-54- 1.57% |
$14K - $18.3K
|
3.38K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-55- 0.55% |
$14.2K - $18.6K
|
9.91K
$5.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-57- 6.83% |
$14.7K - $19.3K
|
778
$463K
|
|
|
Aug 08, 2024
Q4 2023
|
Robocap Asset Management LTD
London, X0 |
SELL
|
- |
-57- 0.35% |
$14.7K - $19.3K
|
16.3K
$9.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-59- 2.43% |
$15.3K - $20K
|
2.37K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-60- 4.02% |
$15.5K - $20.3K
|
1.43K
$854K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-61- 23.19% |
$15.8K - $20.6K
|
202
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-61- 37.2% |
$15.8K - $20.6K
|
103
$61.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-64- 4.08% |
$16.5K - $21.7K
|
1.51K
$897K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-65- 3.17% |
$16.8K - $22K
|
1.99K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-66- 1.53% |
$17.1K - $22.3K
|
4.26K
$2.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-66- 30.28% |
$17.1K - $22.3K
|
152
$90.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-66- 8.75% |
$17.1K - $22.3K
|
688
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-66- 4.14% |
$17.1K - $22.3K
|
1.53K
$911K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-68- 0.98% |
$17.6K - $23K
|
6.85K
$4.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-68- 5.21% |
$17.6K - $23K
|
1.24K
$737K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-69- 5.52% |
$17.8K - $23.3K
|
1.18K
$703K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-69- 7.68% |
$17.8K - $23.3K
|
829
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-70- 5.89% |
$18.1K - $23.7K
|
1.12K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-71- 4.18% |
$18.4K - $24K
|
1.63K
$968K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-75- 1.9% |
$19.4K - $25.4K
|
3.88K
$2.31M
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-75- 1.75% |
$19.4K - $25.4K
|
4.22K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-76- 4.26% |
$19.6K - $25.7K
|
1.71K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-76- 3.43% |
$19.6K - $25.7K
|
2.14K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-77- 0.23% |
$19.9K - $26.1K
|
33.4K
$19.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-78- 4.54% |
$20.2K - $26.4K
|
1.64K
$977K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-78- 7.05% |
$20.2K - $26.4K
|
1.03K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-78- 8.52% |
$20.2K - $26.4K
|
837
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-78- 1.03% |
$20.2K - $26.4K
|
7.49K
$4.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-80- 1.46% |
$20.7K - $27.1K
|
5.4K
$3.22M
|