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 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-85- 7.86% |
$22K - $28.8K
|
997
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-85- 7.83% |
$22K - $28.8K
|
1K
$548K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-86- 1.33% |
$22.2K - $29.1K
|
6.39K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-86- 0.88% |
$22.2K - $29.1K
|
9.65K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-86- 3.34% |
$22.2K - $29.1K
|
2.49K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-87- 7.32% |
$22.5K - $29.4K
|
1.1K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-88- 1.83% |
$22.7K - $29.8K
|
4.72K
$2.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-89- 1.29% |
$23K - $30.1K
|
6.82K
$3.73M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-90- 4.39% |
$23.3K - $30.5K
|
1.96K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-90- 11.98% |
$23.3K - $30.5K
|
661
$362K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-93- 9.73% |
$24K - $31.5K
|
863
$473K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-93- 3.4% |
$24K - $31.5K
|
2.65K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-95- 9.31% |
$24.6K - $32.1K
|
925
$507K
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-96- 0.12% |
$24.8K - $32.5K
|
82.2K
$45.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-97- 6.09% |
$25.1K - $32.8K
|
1.5K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-99- 4.68% |
$25.6K - $33.5K
|
2.02K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-100- 0.3% |
$25.8K - $33.8K
|
33.2K
$18.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-100- 3.11% |
$25.8K - $33.8K
|
3.12K
$1.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-101- 13.0% |
$26.1K - $34.2K
|
676
$370K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-102- 62.96% |
$26.4K - $34.5K
|
60
$32.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-103- 92.79% |
$26.6K - $34.9K
|
8
$4.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-104- 12.08% |
$26.9K - $35.2K
|
757
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-105- 4.23% |
$27.1K - $35.5K
|
2.38K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-107- 1.26% |
$27.7K - $36.2K
|
8.37K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-109- 6.82% |
$28.2K - $36.9K
|
1.49K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-114- 0.9% |
$29.5K - $38.6K
|
12.6K
$6.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-116- 13.58% |
$30K - $39.3K
|
738
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-116- 2.95% |
$30K - $39.3K
|
3.81K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-119- 1.4% |
$30.8K - $40.3K
|
8.36K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-120- 4.62% |
$31K - $40.6K
|
2.48K
$1.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-122- 2.4% |
$31.5K - $41.3K
|
4.95K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-124- 36.69% |
$32.1K - $42K
|
214
$117K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-125- 11.15% |
$32.3K - $42.3K
|
996
$546K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-126- 4.56% |
$32.6K - $42.6K
|
2.64K
$1.44M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-127- 11.31% |
$32.8K - $43K
|
996
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-127- 5.84% |
$32.8K - $43K
|
2.05K
$1.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-129- 0.13% |
$33.3K - $43.7K
|
96.5K
$52.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-130- 0.42% |
$33.6K - $44K
|
31K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-130- 22.3% |
$33.6K - $44K
|
453
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-132- 1.7% |
$34.1K - $44.7K
|
7.63K
$4.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-135- 10.95% |
$34.9K - $45.7K
|
1.1K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-135- 10.65% |
$34.9K - $45.7K
|
1.13K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-140- 16.69% |
$36.2K - $47.4K
|
699
$383K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-141- 16.91% |
$36.4K - $47.7K
|
693
$380K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-145- 1.22% |
$37.5K - $49.1K
|
11.8K
$6.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-146- 8.41% |
$37.7K - $49.4K
|
1.59K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-146- 16.63% |
$37.7K - $49.4K
|
732
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-146- 42.94% |
$37.7K - $49.4K
|
194
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-147- 1.76% |
$38K - $49.7K
|
8.22K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-149- 0.28% |
$38.5K - $50.4K
|
53K
$29M
|