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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-80- 4.85% |
$20.3K - $27.4K
|
1.57K
$898K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-81- 18.66% |
$20.5K - $27.7K
|
353
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-81- 9.07% |
$20.5K - $27.7K
|
812
$464K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-85- 6.77% |
$21.6K - $29.1K
|
1.17K
$669K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-86- 1.58% |
$21.8K - $29.4K
|
5.36K
$3.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-86- 8.21% |
$21.8K - $29.4K
|
961
$550K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-87- 1.02% |
$22.1K - $29.7K
|
8.48K
$4.85M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-88- 4.29% |
$22.3K - $30.1K
|
1.96K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-89- 7.86% |
$22.6K - $30.4K
|
1.04K
$597K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-90- 6.57% |
$22.8K - $30.8K
|
1.28K
$731K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-90- 6.57% |
$22.8K - $30.8K
|
1.28K
$731K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-91- 5.8% |
$23.1K - $31.1K
|
1.48K
$845K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-92- 6.44% |
$23.3K - $31.5K
|
1.34K
$765K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-93- 1.61% |
$23.6K - $31.8K
|
5.68K
$3.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-95- 1.42% |
$24.1K - $32.5K
|
6.61K
$3.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-96- 43.84% |
$24.3K - $32.8K
|
123
$70.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-97- 1.81% |
$24.6K - $33.2K
|
5.28K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 1.87% |
$25.4K - $34.2K
|
5.24K
$3M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-100- 3.82% |
$25.4K - $34.2K
|
2.52K
$1.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-100- 3.1% |
$25.4K - $34.2K
|
3.12K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-102- 2.15% |
$25.9K - $34.9K
|
4.64K
$2.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-103- 1.31% |
$26.1K - $35.2K
|
7.73K
$4.42M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-105- 12.01% |
$26.6K - $35.9K
|
769
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-105- 9.44% |
$26.6K - $35.9K
|
1.01K
$576K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-106- 7.23% |
$26.9K - $36.2K
|
1.36K
$778K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-108- 2.63% |
$27.4K - $36.9K
|
4K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108- 20.34% |
$27.4K - $36.9K
|
423
$242K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-113- 0.32% |
$28.6K - $38.6K
|
35.7K
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-113- 5.8% |
$28.6K - $38.6K
|
1.84K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-113- 0.38% |
$28.6K - $38.6K
|
29.3K
$16.7M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-113- 0.32% |
$28.6K - $38.6K
|
35.7K
$20.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-116- 0.1% |
$29.4K - $39.7K
|
114K
$65.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-117- 6.41% |
$29.7K - $40K
|
1.71K
$977K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-121- 7.86% |
$30.7K - $41.4K
|
1.42K
$811K
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-121Closed |
$30.7K - $41.4K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-122- 10.84% |
$30.9K - $41.7K
|
1K
$574K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-123- 0.4% |
$31.2K - $42.1K
|
30.5K
$17.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-124- 0.51% |
$31.4K - $42.4K
|
24.1K
$13.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-125- 1.37% |
$31.7K - $42.7K
|
8.97K
$5.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-125- 3.2% |
$31.7K - $42.7K
|
3.79K
$2.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-126- 83.44% |
$31.9K - $43.1K
|
25
$14.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-127- 1.33% |
$32.2K - $43.4K
|
9.43K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-129- 10.79% |
$32.7K - $44.1K
|
1.07K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-130- 5.77% |
$33K - $44.5K
|
2.12K
$1.21M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-130- 8.5% |
$33K - $44.5K
|
1.4K
$801K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-132- 8.9% |
$33.5K - $45.1K
|
1.35K
$773K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-135- 3.73% |
$34.2K - $46.2K
|
3.48K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-135- 0.55% |
$34.2K - $46.2K
|
24.3K
$13.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-136- 4.26% |
$34.5K - $46.5K
|
3.05K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-138- 5.56% |
$35K - $47.2K
|
2.35K
$1.34M
|