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 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
704+ 26.51% |
$218K - $254K
|
3.36K
$1.82M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
695New |
$215K - $251K
|
695
$376K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
694+ 40.33% |
$215K - $250K
|
2.42K
$1.31M
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
692+ 33.21% |
$214K - $250K
|
2.78K
$1.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
671+ 187.43% |
$207K - $242K
|
1.03K
$557K
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
657+ 18.37% |
$203K - $237K
|
4.23K
$2.29M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
653+ 8.68% |
$202K - $236K
|
8.18K
$4.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
650+ 72.22% |
$201K - $235K
|
1.55K
$840K
|
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
630New |
$195K - $227K
|
630
$341K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
BUY
|
- |
627+ 65.04% |
$194K - $226K
|
1.59K
$862K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
608+ 29.64% |
$188K - $219K
|
2.66K
$1.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
604+ 153.3% |
$187K - $218K
|
998
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
579New |
$179K - $209K
|
579
$314K
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
572New |
$177K - $206K
|
572
$310K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
568New |
$176K - $205K
|
568
$308K
|
|
|
Nov 15, 2021
Q3 2021
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
562+ 21.76% |
$174K - $203K
|
3.15K
$1.7M
|
|
|
Nov 08, 2023
Q3 2021
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
562+ 21.76% |
$174K - $203K
|
3.15K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
558+ 21.67% |
$173K - $201K
|
3.13K
$1.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
557New |
$172K - $201K
|
557
$302K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
556New |
$172K - $201K
|
556
$301K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
555+ 51.25% |
$172K - $200K
|
1.64K
$887K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
552+ 220.8% |
$171K - $199K
|
802
$434K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
546+ 0.67% |
$169K - $197K
|
81.9K
$44.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
546New |
$169K - $197K
|
546
$296K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
544+ 3.82% |
$168K - $196K
|
14.8K
$8.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
520+ 1.5% |
$161K - $188K
|
35.1K
$19M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
501+ 25.32% |
$155K - $181K
|
2.48K
$1.34M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
500New |
$155K - $180K
|
500
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
480New |
$148K - $173K
|
480
$260K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
479+ 44.27% |
$148K - $173K
|
1.56K
$846K
|
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
478+ 0.78% |
$148K - $172K
|
61.4K
$33.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
475+ 42.75% |
$147K - $171K
|
1.59K
$859K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
466+ 200.0% |
$144K - $168K
|
699
$379K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
461+ 5.45% |
$143K - $166K
|
8.92K
$4.83M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
456New |
$141K - $165K
|
456
$247K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
446+ 15.82% |
$138K - $161K
|
3.27K
$1.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
445+ 1.07% |
$138K - $161K
|
42K
$22.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
442+ 7.7% |
$137K - $159K
|
6.19K
$3.35M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
441+ 74.37% |
$136K - $159K
|
1.03K
$560K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
439New |
$136K - $158K
|
439
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
439+ 24.62% |
$136K - $158K
|
2.22K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
425New |
$131K - $153K
|
425
$230K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
425+ 0.4% |
$131K - $153K
|
108K
$58.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
422New |
$130K - $152K
|
422
$229K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
421New |
$130K - $152K
|
421
$228K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
419+ 19.89% |
$130K - $151K
|
2.53K
$1.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
411New |
$127K - $148K
|
411
$223K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
404New |
$125K - $146K
|
404
$219K
|
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
400+ 8.51% |
$124K - $144K
|
5.1K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
400New |
$124K - $144K
|
400
$217K
|