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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-20- 0.6% |
$3.66K - $5.63K
|
3.29K
$1.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22- 1.7% |
$4.03K - $6.2K
|
1.28K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-23- 0.55% |
$4.21K - $6.48K
|
4.17K
$2.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 4.25% |
$4.39K - $6.76K
|
541
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-24- 0.9% |
$4.39K - $6.76K
|
2.64K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-24- 0.98% |
$4.39K - $6.76K
|
2.42K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 1.08% |
$4.58K - $7.04K
|
2.28K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25- 0.2% |
$4.58K - $7.04K
|
12.4K
$7.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-27- 29.67% |
$4.94K - $7.61K
|
64
$36.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-28- 1.14% |
$5.13K - $7.89K
|
2.42K
$1.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-29- 1.6% |
$5.31K - $8.17K
|
1.78K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-29- 4.7% |
$5.31K - $8.17K
|
588
$336K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-29- 0.69% |
$5.31K - $8.17K
|
4.16K
$2.38M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-29- 4.79% |
$5.31K - $8.17K
|
577
$330K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-30- 2.79% |
$5.49K - $8.45K
|
1.04K
$597K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-30- 1.9% |
$5.49K - $8.45K
|
1.55K
$884K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-30- 1.01% |
$5.49K - $8.45K
|
2.96K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-30- 0.1% |
$5.49K - $8.45K
|
28.7K
$16.4M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-30- 0.26% |
$5.49K - $8.45K
|
11.6K
$6.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-31- 1.14% |
$5.67K - $8.73K
|
2.69K
$1.54M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.84% |
$5.86K - $9.02K
|
3.76K
$2.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-33- 2.63% |
$6.04K - $9.3K
|
1.22K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-33- 0.01% |
$6.04K - $9.3K
|
255K
$146M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-33- 1.8% |
$6.04K - $9.3K
|
1.8K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-34- 9.29% |
$6.22K - $9.58K
|
332
$190K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-35- 0.56% |
$6.41K - $9.86K
|
6.22K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 1.89% |
$6.41K - $9.86K
|
1.81K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-38- 3.35% |
$6.96K - $10.7K
|
1.1K
$627K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-39- 9.68% |
$7.14K - $11K
|
364
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-39- 0.58% |
$7.14K - $11K
|
6.64K
$3.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-40- 1.92% |
$7.32K - $11.3K
|
2.05K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-41- 0.36% |
$7.51K - $11.6K
|
11.2K
$6.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-42- 1.84% |
$7.69K - $11.8K
|
2.24K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-43- 0.38% |
$7.87K - $12.1K
|
11.2K
$6.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-43- 6.23% |
$7.87K - $12.1K
|
647
$370K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-49- 8.11% |
$8.97K - $13.8K
|
555
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-49- 1.11% |
$8.97K - $13.8K
|
4.37K
$2.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-50- 1.16% |
$9.15K - $14.1K
|
4.26K
$2.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.3% |
$9.15K - $14.1K
|
3.81K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.27% |
$9.15K - $14.1K
|
18.6K
$10.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-52- 2.22% |
$9.52K - $14.7K
|
2.29K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-53- 19.49% |
$9.7K - $14.9K
|
219
$125K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-53- 1.85% |
$9.7K - $14.9K
|
2.82K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 1.53% |
$10.1K - $15.5K
|
3.54K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-55- 2.29% |
$10.1K - $15.5K
|
2.35K
$1.34M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-57- 43.85% |
$10.4K - $16.1K
|
73
$41.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-61- 5.3% |
$11.2K - $17.2K
|
1.09K
$624K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-65- 11.59% |
$11.9K - $18.3K
|
496
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-66- 72.53% |
$12.1K - $18.6K
|
25
$14.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
SELL
|
- |
-69- 0.1% |
$12.6K - $19.4K
|
67.5K
$38.6M
|