Purchases and Sales Made in Q2 2022 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
28+ 1.0% |
$5.34K - $8.56K
|
2.82K
$1.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 75.68% |
$5.34K - $8.56K
|
65
$39.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
27New |
$5.15K - $8.25K
|
27
$16.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$4.77K - $7.64K
|
25
$15.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25+ 2.5% |
$4.77K - $7.64K
|
1.03K
$625K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25+ 1.07% |
$4.77K - $7.64K
|
2.37K
$1.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
24New |
$4.58K - $7.33K
|
24
$14.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24+ 1.2% |
$4.58K - $7.33K
|
2.03K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
24+ 0.19% |
$4.58K - $7.33K
|
12.8K
$7.77M
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
23+ 0.53% |
$4.39K - $7.03K
|
4.35K
$2.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 2.44% |
$4.2K - $6.72K
|
922
$561K
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
20+ 1.67% |
$3.81K - $6.11K
|
1.22K
$743K
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
BUY
|
- |
20+ 0.17% |
$3.81K - $6.11K
|
11.6K
$7.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
20+ 0.07% |
$3.81K - $6.11K
|
28.2K
$17.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.45% |
$3.62K - $5.81K
|
4.22K
$2.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
18New |
$3.43K - $5.5K
|
18
$11K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17+ 26.56% |
$3.24K - $5.19K
|
81
$49.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Sws Partners
|
BUY
|
- |
16+ 0.33% |
$3.05K - $4.89K
|
4.86K
$2.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 6.13% |
$3.05K - $4.89K
|
277
$169K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
15+ 1.15% |
$2.86K - $4.58K
|
1.32K
$806K
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
15+ 0.69% |
$2.86K - $4.58K
|
2.18K
$1.33M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
15+ 20.0% |
$2.86K - $4.58K
|
90
$54.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 1.29% |
$2.67K - $4.28K
|
1.1K
$670K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14+ 1.13% |
$2.67K - $4.28K
|
1.26K
$764K
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
13+ 0.14% |
$2.48K - $3.97K
|
9.51K
$5.79M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12New |
$2.29K - $3.67K
|
12
$7.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12New |
$2.29K - $3.67K
|
12
$7.3K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12New |
$2.29K - $3.67K
|
12
$7.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$1.91K - $3.06K
|
3.35K
$2.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 0.61% |
$1.91K - $3.06K
|
1.66K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
9+ 4.66% |
$1.72K - $2.75K
|
202
$123K
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
9+ 0.64% |
$1.72K - $2.75K
|
1.42K
$864K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.86% |
$1.72K - $2.75K
|
1.05K
$640K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$1.72K - $2.75K
|
9
$5.48K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$1.72K - $2.75K
|
9
$5.48K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 8.79% |
$1.53K - $2.44K
|
99
$60.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
7+ 0.22% |
$1.33K - $2.14K
|
3.18K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7+ 0.41% |
$1.33K - $2.14K
|
1.73K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
6+ 2.23% |
$1.14K - $1.83K
|
275
$167K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6+ 0.08% |
$1.14K - $1.83K
|
7.22K
$4.39M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 2.49% |
$954 - $1.53K
|
206
$125K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.27% |
$954 - $1.53K
|
1.84K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 41.67% |
$954 - $1.53K
|
17
$10.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.38% |
$954 - $1.53K
|
1.31K
$799K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
5+ 6.17% |
$954 - $1.53K
|
86
$52.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4+ 0.0% |
$763 - $1.22K
|
116K
$70.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
4New |
$763 - $1.22K
|
4
$2.43K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
4+ 80.0% |
$763 - $1.22K
|
9
$5.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
4+ 0.06% |
$763 - $1.22K
|
6.9K
$4.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.13% |
$572 - $917
|
2.38K
$1.45M
|