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 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
625+ 157.04% |
$200K - $228K
|
1.02K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
622+ 200.0% |
$199K - $227K
|
933
$556K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
620New |
$198K - $227K
|
620
$369K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
620+ 200.0% |
$198K - $227K
|
930
$554K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
620+ 190.77% |
$198K - $227K
|
945
$563K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
619+ 198.4% |
$198K - $226K
|
931
$554K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
617New |
$197K - $225K
|
617
$367K
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
614New |
$196K - $224K
|
614
$366K
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
614+ 200.0% |
$196K - $224K
|
921
$549K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
610New |
$195K - $223K
|
610
$363K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
609+ 236.05% |
$195K - $223K
|
867
$516K
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
608+ 202.67% |
$195K - $222K
|
908
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
604+ 233.2% |
$193K - $221K
|
863
$514K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
603New |
$193K - $220K
|
603
$359K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
600+ 178.04% |
$192K - $219K
|
937
$558K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Jan 21, 2022
Q4 2021
|
Goodwin Daniel L
|
BUY
|
- |
600New |
$192K - $219K
|
600
$357K
|
|
|
Feb 08, 2022
Q4 2021
|
Arnhold LLC
|
BUY
|
- |
600New |
$192K - $219K
|
600
$357K
|
|
|
Feb 08, 2022
Q4 2021
|
Clarus Group, Inc.
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
600+ 246.91% |
$192K - $219K
|
843
$502K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
600New |
$192K - $219K
|
600
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
600+ 200.0% |
$192K - $219K
|
900
$536K
|
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
BUY
|
- |
599+ 157.63% |
$192K - $219K
|
979
$583K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
597New |
$191K - $218K
|
597
$356K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
592+ 194.74% |
$189K - $216K
|
896
$534K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
591+ 205.21% |
$189K - $216K
|
879
$523K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
586New |
$187K - $214K
|
586
$349K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
585New |
$187K - $214K
|
585
$348K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
585New |
$187K - $214K
|
585
$348K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
585New |
$187K - $214K
|
585
$348K
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
585New |
$187K - $214K
|
585
$348K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
585+ 196.97% |
$187K - $214K
|
882
$525K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
584+ 200.0% |
$187K - $213K
|
876
$522K
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
BUY
|
- |
583+ 202.43% |
$187K - $213K
|
871
$519K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
583New |
$187K - $213K
|
583
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
577+ 219.39% |
$185K - $211K
|
840
$500K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
577+ 212.13% |
$185K - $211K
|
849
$506K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
576New |
$184K - $210K
|
576
$343K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
574+ 200.0% |
$184K - $210K
|
861
$513K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
573New |
$183K - $209K
|
573
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
571+ 174.09% |
$183K - $209K
|
899
$535K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
570+ 200.0% |
$182K - $208K
|
855
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
569+ 201.06% |
$182K - $208K
|
852
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
567New |
$181K - $207K
|
567
$338K
|