Purchases and Sales Made in Q1 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q1 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 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 7.82% |
$45.8K - $55.4K
|
2.81K
$1.61M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.09% |
$45K - $54.3K
|
229K
$131M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
199+ 8.28% |
$44.7K - $54K
|
2.6K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
196+ 8.56% |
$44.1K - $53.2K
|
2.49K
$1.42M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
194+ 22.27% |
$43.6K - $52.6K
|
1.07K
$609K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
192+ 19.18% |
$43.2K - $52.1K
|
1.19K
$682K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
190+ 4.14% |
$42.7K - $51.6K
|
4.77K
$2.73M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
189New |
$42.5K - $51.3K
|
189
$108K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
185+ 5.54% |
$41.6K - $50.2K
|
3.53K
$2.02M
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
182+ 0.27% |
$40.9K - $49.4K
|
67K
$38.3M
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
180+ 3.33% |
$40.5K - $48.8K
|
5.58K
$3.19M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
180+ 0.0% |
$40.5K - $48.8K
|
29.5M
$16.9B
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
179+ 151.69% |
$40.2K - $48.6K
|
297
$170K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
175+ 5.8% |
$39.3K - $47.5K
|
3.19K
$1.82M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
175+ 7.78% |
$39.3K - $47.5K
|
2.42K
$1.39M
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
175New |
$39.3K - $47.5K
|
175
$100K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
175+ 5.47% |
$39.3K - $47.5K
|
3.38K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
174+ 15.01% |
$39.1K - $47.2K
|
1.33K
$762K
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
171+ 5.59% |
$38.4K - $46.4K
|
3.23K
$1.85M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
171+ 9.82% |
$38.4K - $46.4K
|
1.91K
$1.09M
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
170+ 35.71% |
$38.2K - $46.1K
|
646
$369K
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
163+ 0.54% |
$36.6K - $44.2K
|
30.6K
$17.5M
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
163+ 2.97% |
$36.6K - $44.2K
|
5.66K
$3.23M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
162+ 0.26% |
$36.4K - $44K
|
62.7K
$35.9M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
160+ 7.94% |
$36K - $43.4K
|
2.18K
$1.24M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
159+ 3.94% |
$35.7K - $43.1K
|
4.2K
$2.4M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
157+ 26.61% |
$35.3K - $42.6K
|
747
$427K
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
157+ 1.83% |
$35.3K - $42.6K
|
8.75K
$5M
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
156+ 8.21% |
$35.1K - $42.3K
|
2.06K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
155+ 19.45% |
$34.8K - $42.1K
|
952
$544K
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
154+ 2.47% |
$34.6K - $41.8K
|
6.38K
$3.65M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
153+ 14.6% |
$34.4K - $41.5K
|
1.2K
$687K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
151New |
$33.9K - $41K
|
151
$86.4K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
147+ 1837.5% |
$33K - $39.9K
|
155
$88.6K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
145+ 0.13% |
$32.6K - $39.3K
|
108K
$61.8M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
145+ 37.56% |
$32.6K - $39.3K
|
531
$304K
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
140+ 5.6% |
$31.5K - $38K
|
2.64K
$1.51M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
140+ 1.25% |
$31.5K - $38K
|
11.4K
$6.5M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
129+ 32.17% |
$29K - $35K
|
530
$303K
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
125+ 1.07% |
$28.1K - $33.9K
|
11.8K
$6.73M
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
125+ 11.06% |
$28.1K - $33.9K
|
1.26K
$718K
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
125+ 1.07% |
$28.1K - $33.9K
|
11.8K
$6.73M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
122+ 57.01% |
$27.4K - $33.1K
|
336
$192K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
121+ 1.31% |
$27.2K - $32.8K
|
9.33K
$5.33M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
119+ 4.85% |
$26.7K - $32.3K
|
2.57K
$1.47M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
119+ 15.16% |
$26.7K - $32.3K
|
904
$517K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
118+ 37.34% |
$26.5K - $32K
|
434
$248K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
117+ 32.05% |
$26.3K - $31.7K
|
482
$276K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
117New |
$26.3K - $31.7K
|
117
$66.9K
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
114+ 8.03% |
$25.6K - $30.9K
|
1.53K
$877K
|