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
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 200.0% |
$320K - $365K
|
1.5K
$822K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
996New |
$319K - $364K
|
996
$546K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
994+ 183.39% |
$318K - $363K
|
1.54K
$842K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
985+ 171.01% |
$315K - $360K
|
1.56K
$855K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
982+ 196.01% |
$314K - $359K
|
1.48K
$812K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
980+ 234.45% |
$314K - $358K
|
1.4K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
978New |
$313K - $357K
|
978
$536K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
973+ 264.4% |
$311K - $356K
|
1.34K
$735K
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
972New |
$311K - $355K
|
972
$533K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
971New |
$311K - $355K
|
971
$532K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
968+ 200.0% |
$310K - $354K
|
1.45K
$796K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
966New |
$309K - $353K
|
966
$529K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
960+ 200.0% |
$307K - $351K
|
1.44K
$789K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
960+ 200.0% |
$307K - $351K
|
1.44K
$789K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
953+ 235.89% |
$305K - $348K
|
1.36K
$743K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
952+ 251.19% |
$305K - $348K
|
1.33K
$729K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
949New |
$304K - $347K
|
949
$520K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
948+ 200.0% |
$303K - $346K
|
1.42K
$779K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
947+ 196.47% |
$303K - $346K
|
1.43K
$783K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
945New |
$302K - $345K
|
945
$518K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
945+ 5.27% |
$302K - $345K
|
18.9K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
940+ 200.0% |
$301K - $343K
|
1.41K
$772K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
939+ 170.11% |
$300K - $343K
|
1.49K
$817K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
935New |
$299K - $342K
|
935
$512K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
932+ 192.96% |
$298K - $341K
|
1.42K
$775K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
927+ 147.14% |
$297K - $339K
|
1.56K
$853K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
921+ 224.09% |
$295K - $337K
|
1.33K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
920New |
$294K - $336K
|
920
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
920+ 211.01% |
$294K - $336K
|
1.36K
$743K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
908+ 383.12% |
$290K - $332K
|
1.15K
$627K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
903New |
$289K - $330K
|
903
$495K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
902+ 200.0% |
$289K - $330K
|
1.35K
$741K
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
900New |
$288K - $329K
|
900
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
900+ 163.64% |
$288K - $329K
|
1.45K
$794K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
899+ 202.02% |
$288K - $329K
|
1.34K
$736K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
895+ 658.09% |
$286K - $327K
|
1.03K
$565K
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
886+ 200.0% |
$283K - $324K
|
1.33K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
881New |
$282K - $322K
|
881
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
880New |
$282K - $322K
|
880
$482K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
878+ 200.0% |
$281K - $321K
|
1.32K
$722K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
877+ 225.45% |
$281K - $320K
|
1.27K
$694K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
876+ 200.0% |
$280K - $320K
|
1.31K
$720K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
876+ 200.0% |
$280K - $320K
|
1.31K
$720K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
874New |
$280K - $319K
|
874
$479K
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
874New |
$280K - $319K
|
874
$479K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
872+ 200.0% |
$279K - $319K
|
1.31K
$717K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
866New |
$277K - $316K
|
866
$474K
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
863New |
$276K - $315K
|
863
$473K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
861+ 180.13% |
$275K - $315K
|
1.34K
$734K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
861+ 219.08% |
$275K - $315K
|
1.25K
$687K
|