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 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.65K+ 19.43% |
$686K - $898K
|
16.3K
$8.93M
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.65KNew |
$684K - $895K
|
2.65K
$1.45M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.5K+ 5.13% |
$647K - $847K
|
51.3K
$28.1M
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.49KNew |
$644K - $844K
|
2.49K
$1.37M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.47K+ 52.82% |
$639K - $837K
|
7.15K
$3.92M
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.46KNew |
$636K - $833K
|
2.46K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.46KNew |
$636K - $832K
|
2.46K
$1.35M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.45K+ 90.69% |
$632K - $827K
|
5.14K
$2.82M
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2.36K+ 14.29% |
$611K - $800K
|
18.9K
$10.4M
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
2.29KNew |
$592K - $775K
|
2.29K
$1.26M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.28KNew |
$589K - $771K
|
2.28K
$1.25M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.27KNew |
$587K - $768K
|
2.27K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$575K - $753K
|
2.23K
$1.22M
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2.21K+ 3.76% |
$572K - $749K
|
61.1K
$33.5M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.16KNew |
$558K - $731K
|
2.16K
$1.18M
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.11K+ 19.36% |
$545K - $713K
|
13K
$7.12M
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.09K+ 106.03% |
$541K - $708K
|
4.07K
$2.23M
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.09KNew |
$540K - $707K
|
2.09K
$1.14M
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.08K+ 194.94% |
$538K - $705K
|
3.15K
$1.73M
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.08KNew |
$537K - $702K
|
2.08K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.07K+ 2278.02% |
$536K - $701K
|
2.16K
$1.19M
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
2.07KNew |
$534K - $699K
|
2.07K
$1.13M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.03K+ 8.44% |
$524K - $687K
|
26.1K
$14.3M
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.02KNew |
$522K - $684K
|
2.02K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.01KNew |
$520K - $681K
|
2.01K
$1.1M
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 36.36% |
$517K - $677K
|
7.5K
$4.11M
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2KNew |
$516K - $675K
|
2K
$1.09M
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.97K+ 6.24% |
$509K - $667K
|
33.6K
$18.4M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.96K+ 10.25% |
$507K - $664K
|
21.1K
$11.6M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95K+ 3.75% |
$503K - $658K
|
53.8K
$29.5M
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
1.94K+ 76.13% |
$500K - $655K
|
4.48K
$2.45M
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.92K+ 3.41% |
$497K - $651K
|
58.3K
$31.9M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.9K+ 14.7% |
$492K - $644K
|
14.9K
$8.14M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.83KNew |
$473K - $619K
|
1.83K
$1M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.76KNew |
$456K - $597K
|
1.76K
$966K
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.76KNew |
$454K - $595K
|
1.76K
$963K
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.74KNew |
$449K - $588K
|
1.74K
$952K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.73KNew |
$446K - $584K
|
1.73K
$946K
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
1.71K+ 17.56% |
$443K - $579K
|
11.5K
$6.28M
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.71K+ 15.69% |
$442K - $578K
|
12.6K
$6.9M
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.71K+ 1.68% |
$441K - $578K
|
104K
$56.7M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.67K+ 70.5% |
$431K - $564K
|
4.03K
$2.21M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 53.08% |
$430K - $562K
|
4.79K
$2.63M
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
1.66K+ 85.32% |
$428K - $561K
|
3.6K
$1.97M
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
1.64K+ 2.82% |
$425K - $556K
|
60K
$32.9M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 20.9% |
$423K - $554K
|
9.46K
$5.18M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.61K+ 61.09% |
$417K - $546K
|
4.26K
$2.33M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.6K+ 12.98% |
$413K - $540K
|
13.9K
$7.62M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.58K+ 158100.0% |
$409K - $535K
|
1.58K
$867K
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.58K+ 0.31% |
$408K - $534K
|
516K
$283M
|