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 |
---|---|---|---|---|---|---|---|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-427- 32.77% |
$96K - $116K
|
876
$535K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-433- 30.26% |
$97.3K - $117K
|
998
$609K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-438- 25.99% |
$98.4K - $119K
|
1.25K
$761K
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-438- 19.56% |
$98.4K - $119K
|
1.8K
$1.1M
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-444- 17.81% |
$99.8K - $120K
|
2.05K
$1.25M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-446- 2.79% |
$100K - $121K
|
15.6K
$9.5M
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-446- 7.53% |
$100K - $121K
|
5.48K
$3.35M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-449- 8.73% |
$101K - $122K
|
4.69K
$2.86M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-465- 0.84% |
$105K - $126K
|
55K
$33.6M
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-472- 20.48% |
$106K - $128K
|
1.83K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-488- 9.28% |
$110K - $132K
|
4.77K
$2.91M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-494- 2.25% |
$111K - $134K
|
21.4K
$13.1M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-498- 36.83% |
$112K - $135K
|
854
$521K
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.97% |
$112K - $136K
|
16.3K
$9.98M
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 16.98% |
$112K - $136K
|
2.45K
$1.49M
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-502- 0.75% |
$113K - $136K
|
66.4K
$40.5M
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-504- 3.43% |
$113K - $137K
|
14.2K
$8.65M
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-505- 15.53% |
$113K - $137K
|
2.75K
$1.68M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-509- 0.46% |
$114K - $138K
|
111K
$67.7M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-515- 0.41% |
$116K - $140K
|
124K
$75.7M
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-517- 3.08% |
$116K - $140K
|
16.3K
$9.95M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-517- 7.83% |
$116K - $140K
|
6.08K
$3.71M
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-521- 9.36% |
$117K - $141K
|
5.04K
$3.08M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-525- 89.29% |
$118K - $142K
|
63
$38.5K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-528- 12.27% |
$119K - $143K
|
3.78K
$2.3M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-540- 27.49% |
$121K - $147K
|
1.42K
$869K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-540- 9.2% |
$121K - $147K
|
5.33K
$3.25M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-561- 4.29% |
$126K - $152K
|
12.5K
$7.65M
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-564- 0.68% |
$127K - $153K
|
82.2K
$50.2M
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-615- 14.79% |
$138K - $167K
|
3.54K
$2.16M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-625- 15.93% |
$140K - $170K
|
3.3K
$2.01M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-625- 15.93% |
$140K - $170K
|
3.3K
$2.01M
|
|
May 03, 2023
Q1 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-626- 11.31% |
$141K - $170K
|
4.91K
$3M
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-645- 36.44% |
$145K - $175K
|
1.13K
$687K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-650- 9.66% |
$146K - $176K
|
6.08K
$3.71M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-656- 8.05% |
$147K - $178K
|
7.49K
$4.57M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-661- 19.89% |
$149K - $179K
|
2.66K
$1.63M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-662- 10.7% |
$149K - $180K
|
5.52K
$3.37M
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-681- 3.4% |
$153K - $185K
|
19.4K
$11.8M
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-685- 0.13% |
$154K - $186K
|
544K
$332M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-688- 9.3% |
$155K - $187K
|
6.71K
$4.09M
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
SELL
|
- |
-694- 0.74% |
$156K - $188K
|
92.9K
$56.7M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-699- 2.94% |
$157K - $190K
|
23.1K
$14.1M
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-705- 21.45% |
$158K - $191K
|
2.58K
$1.58M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-709- 3.15% |
$159K - $192K
|
21.8K
$13.3M
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-737- 0.8% |
$166K - $200K
|
91.4K
$55.8M
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-760- 0.97% |
$171K - $206K
|
77.3K
$47.2M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-763- 33.13% |
$171K - $207K
|
1.54K
$940K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-774- 7.76% |
$174K - $210K
|
9.2K
$5.61M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-785- 6.63% |
$176K - $213K
|
11.1K
$6.75M
|