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 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
9New |
$2.88K - $3.29K
|
9
$4.93K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
9New |
$2.88K - $3.29K
|
9
$4.93K
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
8+ 200.0% |
$2.56K - $2.92K
|
12
$6.57K
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
8New |
$2.56K - $2.92K
|
8
$4.38K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 200.0% |
$2.56K - $2.92K
|
12
$6.57K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
8+ 100.0% |
$2.56K - $2.92K
|
16
$8.77K
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.02% |
$2.24K - $2.56K
|
29.8K
$16.3M
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
7New |
$2.24K - $2.56K
|
7
$3.84K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$2.24K - $2.56K
|
7
$3.84K
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 350.0% |
$2.24K - $2.56K
|
9
$4.93K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
6New |
$1.92K - $2.19K
|
6
$3.29K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 200.0% |
$1.92K - $2.19K
|
9
$4.93K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
6+ 200.0% |
$1.92K - $2.19K
|
9
$4.93K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
6+ 600.0% |
$1.92K - $2.19K
|
7
$3.84K
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6+ 300.0% |
$1.92K - $2.19K
|
8
$4.38K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
6New |
$1.92K - $2.19K
|
6
$3.29K
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
6New |
$1.92K - $2.19K
|
6
$3.29K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$1.92K - $2.19K
|
9
$4.93K
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
5New |
$1.6K - $1.83K
|
5
$2.74K
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
4+ 200.0% |
$1.28K - $1.46K
|
6
$3.29K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 2.74% |
$1.28K - $1.46K
|
150
$82.2K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$960 - $1.1K
|
3
$1.64K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3New |
$960 - $1.1K
|
3
$1.64K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$960 - $1.1K
|
3
$1.64K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 15.38% |
$640 - $731
|
15
$8.22K
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$640 - $731
|
3
$1.64K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.35% |
$640 - $731
|
581
$318K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.41% |
$320 - $365
|
72
$39.4K
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-1- 0.01% |
$320 - $365
|
8.09K
$4.43M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-2Closed |
$640 - $731
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4Closed |
$1.28K - $1.46K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$1.6K - $1.83K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-5Closed |
$1.6K - $1.83K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-5Closed |
$1.6K - $1.83K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-6Closed |
$1.92K - $2.19K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6- 10.0% |
$1.92K - $2.19K
|
54
$29.6K
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.58% |
$1.92K - $2.19K
|
1.03K
$564K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-7Closed |
$2.24K - $2.56K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-7Closed |
$2.24K - $2.56K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-12Closed |
$3.84K - $4.39K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 62.5% |
$4.8K - $5.48K
|
9
$4.93K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$4.8K - $5.48K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-17Closed |
$5.44K - $6.21K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$6.4K - $7.31K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-22Closed |
$7.04K - $8.04K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-24Closed |
$7.68K - $8.77K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28- 6.42% |
$8.96K - $10.2K
|
408
$224K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-34- 2.91% |
$10.9K - $12.4K
|
1.13K
$621K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-41Closed |
$13.1K - $15K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-45- 1.66% |
$14.4K - $16.4K
|
2.67K
$1.46M
|