Purchases and Sales Made in Q3 2021 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
42+ 0.08% |
$13K - $15.2K
|
54.9K
$29.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
42+ 5.8% |
$13K - $15.2K
|
766
$415K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42+ 48.28% |
$13K - $15.2K
|
129
$69.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
41+ 585.71% |
$12.7K - $14.8K
|
48
$26K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
41+ 9.11% |
$12.7K - $14.8K
|
491
$266K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41New |
$12.7K - $14.8K
|
41
$22.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
40+ 0.39% |
$12.4K - $14.4K
|
10.2K
$5.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 200.0% |
$12.4K - $14.4K
|
60
$32.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
39+ 0.12% |
$12.1K - $14.1K
|
33K
$17.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
39+ 4.2% |
$12.1K - $14.1K
|
968
$524K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
37+ 3.48% |
$11.4K - $13.4K
|
1.1K
$596K
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
37+ 1.42% |
$11.4K - $13.4K
|
2.64K
$1.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
37+ 1.09% |
$11.4K - $13.4K
|
3.44K
$1.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
36+ 2.68% |
$11.1K - $13K
|
1.38K
$748K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
35New |
$10.8K - $12.6K
|
35
$19K
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
35+ 3.33% |
$10.8K - $12.6K
|
1.09K
$589K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
35+ 6.47% |
$10.8K - $12.6K
|
576
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35+ 5.66% |
$10.8K - $12.6K
|
653
$354K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
34+ 7.01% |
$10.5K - $12.3K
|
519
$281K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
34+ 11.72% |
$10.5K - $12.3K
|
324
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
33+ 48.53% |
$10.2K - $11.9K
|
101
$54.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
32+ 2.7% |
$9.89K - $11.5K
|
1.22K
$659K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
32+ 11.64% |
$9.89K - $11.5K
|
307
$166K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
32+ 7.1% |
$9.89K - $11.5K
|
483
$262K
|
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
31+ 3.9% |
$9.58K - $11.2K
|
825
$447K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
31+ 5.93% |
$9.58K - $11.2K
|
554
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
31+ 12.3% |
$9.58K - $11.2K
|
283
$153K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
31+ 6.33% |
$9.58K - $11.2K
|
521
$282K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
30New |
$9.27K - $10.8K
|
30
$16.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
30New |
$9.27K - $10.8K
|
30
$16.3K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$9.27K - $10.8K
|
30
$16.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
30+ 0.6% |
$9.27K - $10.8K
|
5.03K
$2.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30+ 8.22% |
$9.27K - $10.8K
|
395
$214K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
30+ 1.7% |
$9.27K - $10.8K
|
1.79K
$971K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
29+ 1.67% |
$8.97K - $10.5K
|
1.77K
$958K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29New |
$8.97K - $10.5K
|
29
$15.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
29+ 2.23% |
$8.97K - $10.5K
|
1.33K
$719K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
28+ 8.89% |
$8.66K - $10.1K
|
343
$186K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28+ 10.61% |
$8.66K - $10.1K
|
292
$158K
|
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
27+ 0.98% |
$8.35K - $9.74K
|
2.77K
$1.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
27+ 0.51% |
$8.35K - $9.74K
|
5.34K
$2.89M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
27+ 0.93% |
$8.35K - $9.74K
|
2.92K
$1.58M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
27+ 3.07% |
$8.35K - $9.74K
|
907
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
27+ 0.85% |
$8.35K - $9.74K
|
3.21K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 9.45% |
$8.04K - $9.38K
|
301
$163K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
26+ 0.48% |
$8.04K - $9.38K
|
5.46K
$2.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26+ 5.1% |
$8.04K - $9.38K
|
536
$290K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
26+ 1.19% |
$8.04K - $9.38K
|
2.2K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
26+ 3.76% |
$8.04K - $9.38K
|
718
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
26New |
$8.04K - $9.38K
|
26
$14.1K
|