Purchases and Sales Made in Q4 2022 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$366 - $563
|
2
$1.14K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 0.42% |
$366 - $563
|
474
$271K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1+ 0.05% |
$183 - $282
|
2K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
1New |
$183 - $282
|
1
$572
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$183 - $282
|
4
$2.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-1- 0.06% |
$183 - $282
|
1.62K
$929K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.91% |
$183 - $282
|
109
$62.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2- 0.77% |
$366 - $563
|
258
$148K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2- 0.03% |
$366 - $563
|
6.14K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2- 20.0% |
$366 - $563
|
8
$4.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2- 0.14% |
$366 - $563
|
1.47K
$843K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 50.0% |
$549 - $845
|
3
$1.72K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3- 0.28% |
$549 - $845
|
1.07K
$612K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 33.33% |
$549 - $845
|
6
$3.43K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 0.67% |
$732 - $1.13K
|
590
$337K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 2.3% |
$732 - $1.13K
|
170
$97.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-4- 0.01% |
$732 - $1.13K
|
43.6K
$25M
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-4- 0.11% |
$732 - $1.13K
|
3.73K
$2.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-5- 2.07% |
$915 - $1.41K
|
237
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 5.43% |
$915 - $1.41K
|
87
$49.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-6- 0.22% |
$1.1K - $1.69K
|
2.68K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6- 0.1% |
$1.1K - $1.69K
|
5.84K
$3.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-7- 16.28% |
$1.28K - $1.97K
|
36
$20.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7- 0.67% |
$1.28K - $1.97K
|
1.03K
$591K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-8- 0.19% |
$1.46K - $2.25K
|
4.13K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-8- 0.52% |
$1.46K - $2.25K
|
1.52K
$869K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9- 10.47% |
$1.65K - $2.54K
|
77
$44K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9- 0.07% |
$1.65K - $2.54K
|
13.1K
$7.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 3.16% |
$1.65K - $2.54K
|
276
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9- 0.3% |
$1.65K - $2.54K
|
3.02K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-9- 0.68% |
$1.65K - $2.54K
|
1.31K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 90.0% |
$1.65K - $2.54K
|
1
$572
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-10- 40.0% |
$1.83K - $2.82K
|
15
$8.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-10- 0.05% |
$1.83K - $2.82K
|
21.7K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10- 23.81% |
$1.83K - $2.82K
|
32
$18.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-11- 5.64% |
$2.01K - $3.1K
|
184
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11- 0.05% |
$2.01K - $3.1K
|
22.8K
$13M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-12- 0.17% |
$2.2K - $3.38K
|
7.22K
$4.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-12- 0.43% |
$2.2K - $3.38K
|
2.78K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-13- 0.06% |
$2.38K - $3.66K
|
23K
$13.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-14- 0.42% |
$2.56K - $3.94K
|
3.3K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-15- 0.49% |
$2.75K - $4.23K
|
3.06K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 2.5% |
$2.75K - $4.23K
|
585
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-15- 0.76% |
$2.75K - $4.23K
|
1.95K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-16- 0.9% |
$2.93K - $4.51K
|
1.75K
$1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18- 0.63% |
$3.3K - $5.07K
|
2.85K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.92% |
$3.3K - $5.07K
|
1.94K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-18- 0.19% |
$3.3K - $5.07K
|
9.25K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.76% |
$3.3K - $5.07K
|
2.36K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-19- 1.7% |
$3.48K - $5.35K
|
1.1K
$629K
|