Purchases and Sales Made in Q2 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7- 0.42% |
$1.77K - $2.39K
|
1.65K
$1M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.24% |
$2.03K - $2.74K
|
3.37K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.85% |
$2.28K - $3.08K
|
1.05K
$637K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-9- 0.77% |
$2.28K - $3.08K
|
1.16K
$708K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 9.38% |
$2.28K - $3.08K
|
87
$53K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9- 0.19% |
$2.28K - $3.08K
|
4.83K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 0.86% |
$2.28K - $3.08K
|
1.04K
$631K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 1.2% |
$2.54K - $3.42K
|
822
$500K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10- 1.14% |
$2.54K - $3.42K
|
871
$530K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-10- 1.61% |
$2.54K - $3.42K
|
612
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-10- 0.96% |
$2.54K - $3.42K
|
1.03K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.64% |
$2.54K - $3.42K
|
1.55K
$945K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-11- 5.39% |
$2.79K - $3.76K
|
193
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-11- 35.48% |
$2.79K - $3.76K
|
20
$12.2K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11- 1.13% |
$2.79K - $3.76K
|
963
$586K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12- 1.17% |
$3.04K - $4.1K
|
1.01K
$616K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-12- 0.49% |
$3.04K - $4.1K
|
2.44K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-13- 0.52% |
$3.3K - $4.45K
|
2.51K
$1.53M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.76% |
$3.3K - $4.45K
|
1.7K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-14- 0.29% |
$3.55K - $4.79K
|
4.89K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-14- 1.56% |
$3.55K - $4.79K
|
886
$539K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14- 1.01% |
$3.55K - $4.79K
|
1.37K
$832K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15- 0.04% |
$3.8K - $5.13K
|
39.3K
$23.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-15- 0.5% |
$3.8K - $5.13K
|
3K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-15- 1.79% |
$3.8K - $5.13K
|
825
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-15- 1.14% |
$3.8K - $5.13K
|
1.31K
$794K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-16- 1.67% |
$4.06K - $5.47K
|
941
$573K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-17- 0.86% |
$4.31K - $5.81K
|
1.95K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-17- 0.74% |
$4.31K - $5.81K
|
2.27K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-17- 0.39% |
$4.31K - $5.81K
|
4.33K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-17- 1.73% |
$4.31K - $5.81K
|
965
$587K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-18- 0.46% |
$4.56K - $6.15K
|
3.9K
$2.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-19- 0.26% |
$4.82K - $6.5K
|
7.38K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-19- 0.33% |
$4.82K - $6.5K
|
5.8K
$3.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-20- 2.11% |
$5.07K - $6.84K
|
930
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20- 0.22% |
$5.07K - $6.84K
|
9.18K
$5.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-20- 0.69% |
$5.07K - $6.84K
|
2.9K
$1.76M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 0.45% |
$5.07K - $6.84K
|
4.41K
$2.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-21- 0.3% |
$5.32K - $7.18K
|
6.92K
$4.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 18.26% |
$5.32K - $7.18K
|
94
$57.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-22- 1.81% |
$5.58K - $7.52K
|
1.2K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-22- 0.39% |
$5.58K - $7.52K
|
5.63K
$3.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23- 0.83% |
$5.83K - $7.86K
|
2.76K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-25- 16.67% |
$6.34K - $8.55K
|
125
$76.1K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-26- 72.22% |
$6.59K - $8.89K
|
10
$6.09K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-27- 40.3% |
$6.85K - $9.23K
|
40
$24.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-27- 0.27% |
$6.85K - $9.23K
|
9.86K
$6M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-28- 1.95% |
$7.1K - $9.57K
|
1.41K
$859K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-29- 1.26% |
$7.35K - $9.92K
|
2.27K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-30- 2.6% |
$7.61K - $10.3K
|
1.13K
$685K
|