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 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
135New |
$43.2K - $49.3K
|
135
$80.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
133+ 237.5% |
$42.6K - $48.6K
|
189
$113K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
129+ 4300.0% |
$41.3K - $47.1K
|
132
$78.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
127+ 178.87% |
$40.6K - $46.4K
|
198
$118K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
125+ 81.7% |
$40K - $45.7K
|
278
$166K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
120+ 200.0% |
$38.4K - $43.9K
|
180
$107K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
117New |
$37.4K - $42.8K
|
117
$69.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Milestone Resources Group LTD
|
BUY
|
- |
116+ 200.0% |
$37.1K - $42.4K
|
174
$104K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
114+ 112.87% |
$36.5K - $41.7K
|
215
$128K
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
113New |
$36.2K - $41.3K
|
113
$67.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
112+ 224.0% |
$35.8K - $40.9K
|
162
$96.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
112+ 200.0% |
$35.8K - $40.9K
|
168
$100K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
112New |
$35.8K - $40.9K
|
112
$66.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
107+ 281.58% |
$34.2K - $39.1K
|
145
$86.4K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
106+ 3.19% |
$33.9K - $38.7K
|
3.43K
$2.04M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
104New |
$33.3K - $38K
|
104
$61.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
102+ 340.0% |
$32.6K - $37.3K
|
132
$78.6K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
102+ 200.0% |
$32.6K - $37.3K
|
153
$91.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
100+ 200.0% |
$32K - $36.5K
|
150
$89.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100+ 200.0% |
$32K - $36.5K
|
150
$89.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$32K - $36.5K
|
100
$59.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
95+ 231.71% |
$30.4K - $34.7K
|
136
$81K
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
93New |
$29.8K - $34K
|
93
$55.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
93New |
$29.8K - $34K
|
93
$55.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
92+ 200.0% |
$29.4K - $33.6K
|
138
$82.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
90+ 200.0% |
$28.8K - $32.9K
|
135
$80.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
90+ 200.0% |
$28.8K - $32.9K
|
135
$80.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
90+ 333.33% |
$28.8K - $32.9K
|
117
$69.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
88+ 73.95% |
$28.2K - $32.2K
|
207
$123K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
84+ 200.0% |
$26.9K - $30.7K
|
126
$75K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
84+ 200.0% |
$26.9K - $30.7K
|
126
$75K
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
80+ 50.0% |
$25.6K - $29.2K
|
240
$143K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
78New |
$25K - $28.5K
|
78
$46.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
76+ 200.0% |
$24.3K - $27.8K
|
114
$67.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
76+ 200.0% |
$24.3K - $27.8K
|
114
$67.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
75New |
$24K - $27.4K
|
75
$44.7K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
75New |
$24K - $27.4K
|
75
$44.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
74+ 200.0% |
$23.7K - $27K
|
111
$66.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
72New |
$23K - $26.3K
|
72
$42.9K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
72New |
$23K - $26.3K
|
72
$42.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70+ 1000.0% |
$22.4K - $25.6K
|
77
$45.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
66+ 194.12% |
$21.1K - $24.1K
|
100
$59.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66+ 9.44% |
$21.1K - $24.1K
|
765
$456K
|
|
|
Feb 08, 2022
Q4 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66+ 1.12% |
$21.1K - $24.1K
|
5.98K
$3.56M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
63New |
$20.2K - $23K
|
63
$37.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
62+ 200.0% |
$19.8K - $22.7K
|
93
$55.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
62+ 213.79% |
$19.8K - $22.7K
|
91
$54.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
60+ 200.0% |
$19.2K - $21.9K
|
90
$53.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
60+ 200.0% |
$19.2K - $21.9K
|
90
$53.6K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
60+ 200.0% |
$19.2K - $21.9K
|
90
$53.6K
|