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
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-223- 0.96% |
$57.6K - $75.5K
|
23K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-230- 7.14% |
$59.5K - $77.8K
|
2.99K
$1.55M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-232- 5.53% |
$60K - $78.5K
|
3.97K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-234- 0.45% |
$60.5K - $79.2K
|
52.2K
$27M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-235- 6.86% |
$60.7K - $79.5K
|
3.19K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-235- 10.04% |
$60.7K - $79.5K
|
2.11K
$1.09M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-235- 10.04% |
$60.7K - $79.5K
|
2.11K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-236- 5.62% |
$61K - $79.9K
|
3.96K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-240- 24.69% |
$62K - $81.2K
|
732
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-242- 2.34% |
$62.6K - $81.9K
|
10.1K
$5.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-247- 3.41% |
$63.8K - $83.6K
|
7K
$3.61M
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-250- 6.84% |
$64.6K - $84.6K
|
3.41K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-250- 0.35% |
$64.6K - $84.6K
|
71.8K
$37.1M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-257- 3.08% |
$66.4K - $87K
|
8.1K
$4.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-260- 4.26% |
$67.2K - $88K
|
5.85K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-260- 1.09% |
$67.2K - $88K
|
23.6K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-260- 10.47% |
$67.2K - $88K
|
2.22K
$1.15M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-265- 15.5% |
$68.5K - $89.7K
|
1.45K
$746K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-275- 4.99% |
$71.1K - $93.1K
|
5.24K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-283- 0.55% |
$73.2K - $95.8K
|
51.5K
$26.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-291- 1.43% |
$75.2K - $98.5K
|
20.1K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-295- 1.22% |
$76.3K - $99.8K
|
24K
$12.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-299- 0.51% |
$77.3K - $101K
|
58.9K
$30.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-299- 4.84% |
$77.3K - $101K
|
5.88K
$3.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-300- 3.96% |
$77.5K - $102K
|
7.28K
$3.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.6% |
$77.5K - $102K
|
49.3K
$25.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-300- 1.96% |
$77.5K - $102K
|
15K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-300- 1.44% |
$77.5K - $102K
|
20.5K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-304- 2.59% |
$78.6K - $103K
|
11.4K
$5.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-310- 22.11% |
$80.1K - $105K
|
1.09K
$564K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-310- 2.77% |
$80.1K - $105K
|
10.9K
$5.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-313- 2.43% |
$80.9K - $106K
|
12.5K
$6.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-315- 10.7% |
$81.4K - $107K
|
2.63K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-315- 32.54% |
$81.4K - $107K
|
653
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-319- 1.38% |
$82.5K - $108K
|
22.9K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-327- 8.41% |
$84.5K - $111K
|
3.56K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-329- 23.53% |
$85K - $111K
|
1.07K
$552K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-330- 0.33% |
$85.3K - $112K
|
98.9K
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-339- 17.21% |
$87.6K - $115K
|
1.63K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-342- 6.12% |
$88.4K - $116K
|
5.24K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-350- 12.19% |
$90.5K - $118K
|
2.52K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-350- 4.27% |
$90.5K - $118K
|
7.85K
$4.05M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-354- 12.5% |
$91.5K - $120K
|
2.48K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-357- 29.46% |
$92.3K - $121K
|
855
$442K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-360- 0.38% |
$93.1K - $122K
|
94.2K
$48.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-370- 20.21% |
$95.6K - $125K
|
1.46K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-371- 0.35% |
$95.9K - $126K
|
106K
$54.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-375- 27.41% |
$96.9K - $127K
|
993
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-379- 1.74% |
$98K - $128K
|
21.4K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-381- 2.12% |
$98.5K - $129K
|
17.6K
$9.07M
|