Purchases and Sales Made in Q4 2021 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
2.15K+ 199.44% |
$688K - $786K
|
3.23K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.15KNew |
$688K - $786K
|
2.15K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.13K+ 208.32% |
$681K - $778K
|
3.15K
$1.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.13K+ 211.33% |
$680K - $777K
|
3.13K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.12K+ 199.44% |
$679K - $775K
|
3.19K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11K+ 200.0% |
$675K - $771K
|
3.17K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.09K+ 245.7% |
$667K - $762K
|
2.94K
$1.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
2.08K+ 384.84% |
$666K - $761K
|
2.62K
$1.41M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.07K+ 489.81% |
$661K - $755K
|
2.49K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.07K+ 180.12% |
$661K - $755K
|
3.21K
$1.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
2.06K+ 202.46% |
$659K - $752K
|
3.08K
$1.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.05K+ 211.36% |
$655K - $748K
|
3.01K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.04K+ 482.23% |
$651K - $744K
|
2.46K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.03K+ 214.57% |
$650K - $743K
|
2.98K
$1.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.03K+ 224.36% |
$648K - $740K
|
2.93K
$1.58M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.02KNew |
$648K - $740K
|
2.02K
$1.09M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$646K - $738K
|
2.02K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.01K+ 128.69% |
$644K - $736K
|
3.58K
$1.93M
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2K+ 200.0% |
$640K - $731K
|
3K
$1.62M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
2K+ 254.14% |
$638K - $729K
|
2.78K
$1.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.98K+ 161.34% |
$633K - $723K
|
3.2K
$1.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.97K+ 212.51% |
$630K - $720K
|
2.9K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$629K - $719K
|
1.97K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.96K+ 216.32% |
$628K - $717K
|
2.87K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.95K+ 201.35% |
$622K - $711K
|
2.91K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.94K+ 207.71% |
$621K - $709K
|
2.87K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.86K+ 91.84% |
$594K - $679K
|
3.88K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.86K+ 382.89% |
$594K - $679K
|
2.34K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
1.85KNew |
$591K - $675K
|
1.85K
$994K
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.84K+ 200.0% |
$588K - $672K
|
2.76K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.84K+ 202.76% |
$588K - $671K
|
2.74K
$1.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.84K+ 199.46% |
$587K - $671K
|
2.76K
$1.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
1.83K+ 202.65% |
$587K - $670K
|
2.74K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.83K+ 215.92% |
$586K - $669K
|
2.68K
$1.44M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.83K+ 215.92% |
$586K - $669K
|
2.68K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.82KNew |
$583K - $666K
|
1.82K
$982K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.82KNew |
$583K - $666K
|
1.82K
$981K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.82K+ 173.59% |
$583K - $665K
|
2.87K
$1.55M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.81K+ 214.42% |
$580K - $663K
|
2.66K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 284.28% |
$578K - $661K
|
2.44K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.8KNew |
$576K - $658K
|
1.8K
$969K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
1.8KNew |
$576K - $657K
|
1.8K
$969K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.8K+ 248.34% |
$575K - $657K
|
2.52K
$1.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.78K+ 191.93% |
$570K - $652K
|
2.71K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.78KNew |
$570K - $651K
|
1.78K
$959K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.78K+ 315.99% |
$569K - $650K
|
2.34K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.77KNew |
$567K - $648K
|
1.77K
$955K
|
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.77KNew |
$567K - $647K
|
1.77K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.77KNew |
$566K - $647K
|
1.77K
$953K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.76KNew |
$561K - $641K
|
1.76K
$945K
|