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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-354- 12.5% |
$91.5K - $120K
|
2.48K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-357- 29.46% |
$92.3K - $121K
|
855
$384K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-360- 0.38% |
$93.1K - $122K
|
94.2K
$42.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-370- 20.21% |
$95.6K - $125K
|
1.46K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-371- 0.35% |
$95.9K - $126K
|
106K
$47.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-375- 27.41% |
$96.9K - $127K
|
993
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-379- 1.74% |
$98K - $128K
|
21.4K
$9.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-381- 2.12% |
$98.5K - $129K
|
17.6K
$7.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-390- 0.63% |
$101K - $132K
|
61.5K
$27.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-394- 24.17% |
$102K - $133K
|
1.24K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-396- 3.7% |
$102K - $134K
|
10.3K
$4.63M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-400- 3.4% |
$103K - $135K
|
11.4K
$5.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-427- 0.48% |
$110K - $144K
|
88.9K
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-441- 4.24% |
$114K - $149K
|
9.97K
$4.48M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-443- 9.28% |
$115K - $150K
|
4.33K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-447- 23.63% |
$116K - $151K
|
1.45K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-450- 4.26% |
$116K - $152K
|
10.1K
$4.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-453- 24.26% |
$117K - $153K
|
1.41K
$636K
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-454- 2.02% |
$117K - $154K
|
22.1K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-460- 3.15% |
$119K - $156K
|
14.2K
$6.37M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-463- 26.1% |
$120K - $157K
|
1.31K
$590K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-466- 0.94% |
$120K - $158K
|
49.2K
$22.1M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-470- 3.16% |
$121K - $159K
|
14.4K
$6.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-473- 0.25% |
$122K - $160K
|
186K
$83.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-489- 28.06% |
$126K - $165K
|
1.25K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-498- 1.28% |
$129K - $169K
|
38.4K
$17.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-511- 5.2% |
$132K - $173K
|
9.31K
$4.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-543- 15.55% |
$140K - $184K
|
2.95K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-543- 1.52% |
$140K - $184K
|
35.2K
$15.8M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-546- 12.04% |
$141K - $185K
|
3.99K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-561- 15.88% |
$145K - $190K
|
2.97K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-568- 8.09% |
$147K - $192K
|
6.45K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-587- 23.34% |
$152K - $199K
|
1.93K
$867K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-602- 1.08% |
$156K - $204K
|
55.2K
$24.8M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-607- 9.92% |
$157K - $205K
|
5.51K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-607- 5.49% |
$157K - $205K
|
10.4K
$4.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-624- 2.17% |
$161K - $211K
|
28.2K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-643- 12.01% |
$166K - $218K
|
4.71K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-658- 94.0% |
$170K - $223K
|
42
$18.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-663- 29.17% |
$171K - $224K
|
1.61K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-672- 0.52% |
$174K - $227K
|
128K
$57.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-680- 15.18% |
$176K - $230K
|
3.8K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-693- 16.24% |
$179K - $235K
|
3.57K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-700- 9.64% |
$181K - $237K
|
6.56K
$2.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-707- 10.39% |
$183K - $239K
|
6.1K
$2.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-745- 5.82% |
$193K - $252K
|
12.1K
$5.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-782- 13.92% |
$202K - $265K
|
4.84K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-796- 1.07% |
$206K - $269K
|
73.5K
$33.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-809- 15.03% |
$209K - $274K
|
4.57K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-811- 15.83% |
$210K - $274K
|
4.31K
$1.94M
|