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 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
26+ 3.76% |
$8.04K - $9.38K
|
718
$412K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
26New |
$8.04K - $9.38K
|
26
$14.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
25+ 7.0% |
$7.73K - $9.02K
|
382
$219K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
25+ 54.35% |
$7.73K - $9.02K
|
71
$40.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
25+ 1.52% |
$7.73K - $9.02K
|
1.67K
$954K
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
25+ 0.27% |
$7.73K - $9.02K
|
9.36K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
25+ 8.45% |
$7.73K - $9.02K
|
321
$184K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
24New |
$7.42K - $8.66K
|
24
$13.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24+ 66.67% |
$7.42K - $8.66K
|
60
$34.4K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
24New |
$7.42K - $8.66K
|
24
$13.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
24New |
$7.42K - $8.66K
|
24
$13.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.43% |
$7.11K - $8.3K
|
5.4K
$3.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 9.02% |
$6.8K - $7.94K
|
266
$152K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 91.67% |
$6.8K - $7.94K
|
46
$26.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 3.47% |
$6.49K - $7.58K
|
627
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21+ 1.16% |
$6.49K - $7.58K
|
1.83K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
20+ 7.07% |
$6.18K - $7.22K
|
303
$174K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 5.41% |
$6.18K - $7.22K
|
390
$224K
|
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
BUY
|
- |
20+ 2.66% |
$6.18K - $7.22K
|
772
$442K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
20+ 7.49% |
$6.18K - $7.22K
|
287
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19+ 3.17% |
$5.87K - $6.86K
|
618
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
18+ 7.69% |
$5.56K - $6.5K
|
252
$144K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
18+ 3.76% |
$5.56K - $6.5K
|
497
$285K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
18+ 4.16% |
$5.56K - $6.5K
|
451
$258K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18+ 7.35% |
$5.56K - $6.5K
|
263
$151K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18+ 2.14% |
$5.56K - $6.5K
|
859
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.78% |
$5.26K - $6.13K
|
2.2K
$1.26M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
17+ 51.52% |
$5.26K - $6.13K
|
50
$28.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
BUY
|
- |
17New |
$5.26K - $6.13K
|
17
$9.74K
|
|
|
Feb 20, 2025
Q3 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
17+ 4.49% |
$5.26K - $6.13K
|
396
$227K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16+ 4.41% |
$4.95K - $5.77K
|
379
$217K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
15+ 5.0% |
$4.64K - $5.41K
|
315
$181K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
15+ 5.79% |
$4.64K - $5.41K
|
274
$157K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
15+ 6.44% |
$4.64K - $5.41K
|
248
$142K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15+ 1.35% |
$4.64K - $5.41K
|
1.13K
$648K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 3.19% |
$4.64K - $5.41K
|
485
$278K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 43.75% |
$4.33K - $5.05K
|
46
$26.4K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
14+ 2.02% |
$4.33K - $5.05K
|
707
$405K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 58.33% |
$4.33K - $5.05K
|
38
$21.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
14+ 6.31% |
$4.33K - $5.05K
|
236
$135K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
13+ 0.12% |
$4.02K - $4.69K
|
10.8K
$6.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
13+ 0.25% |
$4.02K - $4.69K
|
5.32K
$3.05M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
12+ 1.12% |
$3.71K - $4.33K
|
1.08K
$618K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 66.67% |
$3.71K - $4.33K
|
30
$17.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 1.83% |
$3.71K - $4.33K
|
668
$383K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12New |
$3.71K - $4.33K
|
12
$6.88K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12New |
$3.71K - $4.33K
|
12
$6.88K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 2.05% |
$3.71K - $4.33K
|
597
$342K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12+ 4.27% |
$3.71K - $4.33K
|
293
$168K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 1.44% |
$3.71K - $4.33K
|
846
$485K
|