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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
744+ 200.0% |
$238K - $272K
|
1.12K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
739+ 201.36% |
$236K - $270K
|
1.11K
$609K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
738New |
$236K - $270K
|
738
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
737+ 25.65% |
$236K - $269K
|
3.61K
$1.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
733+ 18.54% |
$235K - $268K
|
4.69K
$2.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
733New |
$235K - $268K
|
733
$404K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
726+ 200.0% |
$232K - $265K
|
1.09K
$600K
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
725+ 149.48% |
$232K - $265K
|
1.21K
$666K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
724+ 216.12% |
$232K - $265K
|
1.06K
$583K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
720+ 200.0% |
$230K - $263K
|
1.08K
$595K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
718+ 200.0% |
$230K - $262K
|
1.08K
$593K
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
702New |
$225K - $257K
|
702
$387K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
699New |
$224K - $255K
|
699
$385K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
692New |
$221K - $253K
|
692
$381K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
691+ 209.39% |
$221K - $253K
|
1.02K
$562K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
690+ 203.54% |
$221K - $252K
|
1.03K
$567K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
689New |
$220K - $252K
|
689
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
688+ 243.97% |
$220K - $251K
|
970
$534K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
686+ 200.0% |
$219K - $251K
|
1.03K
$567K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
686+ 200.0% |
$219K - $251K
|
1.03K
$567K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
675+ 154.11% |
$216K - $247K
|
1.11K
$613K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
675+ 253.76% |
$216K - $247K
|
941
$518K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
675+ 200.3% |
$216K - $247K
|
1.01K
$557K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
675New |
$216K - $247K
|
675
$372K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
661New |
$211K - $242K
|
661
$364K
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
660+ 200.0% |
$211K - $241K
|
990
$545K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
658New |
$211K - $240K
|
658
$362K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
658+ 201.84% |
$211K - $240K
|
984
$542K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
658New |
$211K - $240K
|
658
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
657+ 202.78% |
$210K - $240K
|
981
$540K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
654New |
$209K - $239K
|
654
$360K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
654New |
$209K - $239K
|
654
$360K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
645+ 7.67% |
$206K - $236K
|
9.05K
$4.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
644+ 200.0% |
$206K - $235K
|
966
$532K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
640+ 200.0% |
$205K - $234K
|
960
$529K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
636New |
$203K - $232K
|
636
$350K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
632+ 200.0% |
$202K - $231K
|
948
$522K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
631+ 22.74% |
$202K - $231K
|
3.41K
$1.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
630+ 200.0% |
$202K - $230K
|
945
$520K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
630+ 200.0% |
$202K - $230K
|
945
$520K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
629New |
$201K - $230K
|
629
$346K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
628+ 161.44% |
$201K - $229K
|
1.02K
$560K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
627+ 210.4% |
$201K - $229K
|
925
$509K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
625New |
$200K - $228K
|
625
$344K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
625+ 157.04% |
$200K - $228K
|
1.02K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
622+ 200.0% |
$199K - $227K
|
933
$514K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
620New |
$198K - $227K
|
620
$341K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
620+ 200.0% |
$198K - $227K
|
930
$512K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
620+ 190.77% |
$198K - $227K
|
945
$520K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
619+ 198.4% |
$198K - $226K
|
931
$513K
|