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 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-149- 17.55% |
$38.5K - $50.4K
|
700
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-150- 13.53% |
$38.8K - $50.8K
|
959
$525K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-152- 4.8% |
$39.3K - $51.4K
|
3.02K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-152- 16.95% |
$39.3K - $51.4K
|
745
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-152- 10.5% |
$39.3K - $51.4K
|
1.3K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-152- 4.8% |
$39.3K - $51.4K
|
3.02K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-156- 3.42% |
$40.3K - $52.8K
|
4.4K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-161- 17.41% |
$41.6K - $54.5K
|
764
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-162- 3.66% |
$41.9K - $54.8K
|
4.26K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Managers, LLC
Hockessin, DE |
SELL
|
- |
-162- 4.64% |
$41.9K - $54.8K
|
3.33K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-163- 6.12% |
$42.1K - $55.2K
|
2.5K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-163- 1.26% |
$42.1K - $55.2K
|
12.8K
$6.99M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-164- 80.79% |
$42.4K - $55.5K
|
39
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-164- 3.98% |
$42.4K - $55.5K
|
3.96K
$2.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-165- 0.58% |
$42.7K - $55.8K
|
28.1K
$15.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-167- 11.53% |
$43.2K - $56.5K
|
1.28K
$702K
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-170- 11.65% |
$43.9K - $57.5K
|
1.29K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-170- 13.93% |
$43.9K - $57.5K
|
1.05K
$575K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 9.34% |
$44.7K - $58.5K
|
1.68K
$920K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-174- 12.42% |
$45K - $58.9K
|
1.23K
$672K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-176- 8.51% |
$45.5K - $59.6K
|
1.89K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-181- 1.85% |
$46.8K - $61.2K
|
9.61K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-181- 2.79% |
$46.8K - $61.2K
|
6.3K
$3.45M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-182- 10.34% |
$47K - $61.6K
|
1.58K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-185- 11.58% |
$47.8K - $62.6K
|
1.41K
$774K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-186- 18.66% |
$48.1K - $62.9K
|
811
$444K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-187- 4.5% |
$48.3K - $63.3K
|
3.97K
$2.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-190- 18.66% |
$49.1K - $64.3K
|
828
$454K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-191- 17.04% |
$49.4K - $64.6K
|
930
$510K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-195- 9.54% |
$50.4K - $66K
|
1.85K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-200- 2.36% |
$51.7K - $67.7K
|
8.27K
$4.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-200- 8.7% |
$51.7K - $67.7K
|
2.1K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-206- 16.22% |
$53.2K - $69.7K
|
1.06K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-206- 1.42% |
$53.2K - $69.7K
|
14.3K
$7.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-210- 12.79% |
$54.3K - $71.1K
|
1.43K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-213- 7.86% |
$55.1K - $72.1K
|
2.5K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-217- 5.62% |
$56.1K - $73.4K
|
3.64K
$2M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-220- 0.92% |
$56.9K - $74.4K
|
23.7K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-223- 0.96% |
$57.6K - $75.5K
|
23K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-230- 7.14% |
$59.5K - $77.8K
|
2.99K
$1.64M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-232- 5.53% |
$60K - $78.5K
|
3.97K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-234- 0.45% |
$60.5K - $79.2K
|
52.2K
$28.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-235- 6.86% |
$60.7K - $79.5K
|
3.19K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-235- 10.04% |
$60.7K - $79.5K
|
2.11K
$1.15M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-235- 10.04% |
$60.7K - $79.5K
|
2.11K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-236- 5.62% |
$61K - $79.9K
|
3.96K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-240- 24.69% |
$62K - $81.2K
|
732
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-242- 2.34% |
$62.6K - $81.9K
|
10.1K
$5.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-247- 3.41% |
$63.8K - $83.6K
|
7K
$3.83M
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-250- 6.84% |
$64.6K - $84.6K
|
3.41K
$1.87M
|