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 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
286+ 204.29% |
$91.5K - $105K
|
426
$254K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
278New |
$88.9K - $102K
|
278
$166K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
277+ 230.83% |
$88.6K - $101K
|
397
$236K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
276+ 200.0% |
$88.3K - $101K
|
414
$247K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
271New |
$86.7K - $99K
|
271
$161K
|
|
Jan 14, 2022
Q4 2021
|
Sycomore Asset Management
|
BUY
|
- |
269New |
$86.1K - $98.3K
|
269
$160K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
258+ 200.0% |
$82.5K - $94.3K
|
387
$230K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
250+ 8333.33% |
$80K - $91.4K
|
253
$151K
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
246+ 200.0% |
$78.7K - $89.9K
|
369
$220K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
241New |
$77.1K - $88.1K
|
241
$144K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
240+ 685.71% |
$76.8K - $87.7K
|
275
$164K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
237New |
$75.8K - $86.6K
|
237
$141K
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
232+ 200.0% |
$74.2K - $84.8K
|
348
$207K
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
230New |
$73.6K - $84K
|
230
$137K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
228+ 230.3% |
$72.9K - $83.3K
|
327
$195K
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
228+ 43.02% |
$72.9K - $83.3K
|
758
$451K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
221+ 202.75% |
$70.7K - $80.8K
|
330
$197K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
220+ 181.82% |
$70.4K - $80.4K
|
341
$203K
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
218+ 463.83% |
$69.7K - $79.7K
|
265
$158K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
216+ 257.14% |
$69.1K - $78.9K
|
300
$179K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
216+ 200.0% |
$69.1K - $78.9K
|
324
$193K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
212+ 200.0% |
$67.8K - $77.5K
|
318
$189K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 200.0% |
$65.9K - $75.3K
|
309
$184K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
204+ 80.95% |
$65.3K - $74.5K
|
456
$272K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
204+ 200.0% |
$65.3K - $74.5K
|
306
$182K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
200+ 200.0% |
$64K - $73.1K
|
300
$179K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
198+ 430.43% |
$63.3K - $72.4K
|
244
$145K
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
198+ 200.0% |
$63.3K - $72.4K
|
297
$177K
|
|
Feb 14, 2022
Q4 2021
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
198+ 200.0% |
$63.3K - $72.4K
|
297
$177K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
191+ 272.86% |
$61.1K - $69.8K
|
261
$155K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
181+ 208.05% |
$57.9K - $66.1K
|
268
$160K
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
179+ 69.65% |
$57.3K - $65.4K
|
436
$260K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
176+ 200.0% |
$56.3K - $64.3K
|
264
$157K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
175+ 203.49% |
$56K - $63.9K
|
261
$155K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
170+ 65.64% |
$54.4K - $62.1K
|
429
$255K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
170+ 200.0% |
$54.4K - $62.1K
|
255
$152K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
162+ 200.0% |
$51.8K - $59.2K
|
243
$145K
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
161+ 402.5% |
$51.5K - $58.8K
|
201
$120K
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
154+ 200.0% |
$49.3K - $56.3K
|
231
$138K
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
154+ 216.9% |
$49.3K - $56.3K
|
225
$134K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
152+ 178.82% |
$48.6K - $55.5K
|
237
$141K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
152+ 200.0% |
$48.6K - $55.5K
|
228
$136K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
150New |
$48K - $54.8K
|
150
$89.3K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
147New |
$47K - $53.7K
|
147
$87.5K
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
144+ 200.0% |
$46.1K - $52.6K
|
216
$129K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
140+ 200.0% |
$44.8K - $51.2K
|
210
$125K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
138New |
$44.2K - $50.4K
|
138
$82.2K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
138New |
$44.2K - $50.4K
|
138
$82.2K
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
BUY
|
- |
137New |
$43.8K - $50.1K
|
137
$81.6K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
136New |
$43.5K - $49.7K
|
136
$81K
|