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
|
Altshuler Shaham LTD
|
BUY
|
- |
458+ 149.19% |
$147K - $167K
|
765
$421K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
456+ 200.0% |
$146K - $167K
|
684
$377K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
455+ 205.88% |
$146K - $166K
|
676
$372K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
450+ 200.0% |
$144K - $164K
|
675
$372K
|
|
|
Feb 15, 2022
Q4 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
450+ 72.35% |
$144K - $164K
|
1.07K
$590K
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
446+ 214.42% |
$143K - $163K
|
654
$360K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
440+ 190.48% |
$141K - $161K
|
671
$369K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
440+ 200.0% |
$141K - $161K
|
660
$363K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
434+ 179.34% |
$139K - $159K
|
676
$372K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
432+ 200.0% |
$138K - $158K
|
648
$357K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
432+ 200.0% |
$138K - $158K
|
648
$357K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
432+ 203.77% |
$138K - $158K
|
644
$355K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
430+ 199.07% |
$138K - $157K
|
646
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
430+ 200.0% |
$138K - $157K
|
645
$355K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
429+ 191.52% |
$137K - $157K
|
653
$360K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
426+ 200.0% |
$136K - $156K
|
639
$352K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
426New |
$136K - $156K
|
426
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
423+ 170.56% |
$135K - $155K
|
671
$369K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
419+ 183.77% |
$134K - $153K
|
647
$356K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
418+ 663.49% |
$134K - $153K
|
481
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
412+ 200.0% |
$132K - $151K
|
618
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
410+ 200.0% |
$131K - $150K
|
615
$339K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
408+ 200.0% |
$131K - $149K
|
612
$337K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
402+ 136.73% |
$129K - $147K
|
696
$383K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 76.63% |
$128K - $146K
|
922
$508K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
380+ 158.33% |
$122K - $139K
|
620
$341K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
372New |
$119K - $136K
|
372
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
371+ 299.19% |
$119K - $136K
|
495
$273K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
369New |
$118K - $135K
|
369
$203K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
360New |
$115K - $132K
|
360
$198K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
357New |
$114K - $130K
|
357
$197K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
343+ 2858.33% |
$110K - $125K
|
355
$195K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
338+ 110.1% |
$108K - $124K
|
645
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
336+ 215.38% |
$107K - $123K
|
492
$271K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
324+ 33.09% |
$104K - $118K
|
1.3K
$717K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
314+ 165.26% |
$100K - $115K
|
504
$278K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
310+ 200.0% |
$99.2K - $113K
|
465
$256K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
306+ 200.0% |
$97.9K - $112K
|
459
$253K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
303+ 216.43% |
$96.9K - $111K
|
443
$244K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
302+ 200.0% |
$96.6K - $110K
|
453
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
300+ 200.0% |
$96K - $110K
|
450
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
297+ 223.31% |
$95K - $109K
|
430
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
290+ 200.0% |
$92.8K - $106K
|
435
$240K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
288+ 103.23% |
$92.1K - $105K
|
567
$312K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
286+ 204.29% |
$91.5K - $105K
|
426
$235K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
278New |
$88.9K - $102K
|
278
$153K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
277+ 230.83% |
$88.6K - $101K
|
397
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
276+ 200.0% |
$88.3K - $101K
|
414
$228K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
271New |
$86.7K - $99K
|
271
$149K
|
|
|
Jan 14, 2022
Q4 2021
|
Sycomore Asset Management
|
BUY
|
- |
269New |
$86.1K - $98.3K
|
269
$148K
|