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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3+ 100.0% |
$572 - $917
|
6
$3.65K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$572 - $917
|
3
$1.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 25.0% |
$381 - $611
|
10
$6.09K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$381 - $611
|
2
$1.22K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.06% |
$191 - $306
|
1.8K
$1.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.39% |
$191 - $306
|
255
$155K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$191 - $306
|
7
$4.26K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1+ 0.03% |
$191 - $306
|
3.26K
$1.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$191 - $306
|
1.5K
$914K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$191 - $306
|
3.51K
$2.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 25.0% |
$191 - $306
|
3
$1.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1- 0.07% |
$191 - $306
|
1.44K
$876K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 11.76% |
$381 - $611
|
15
$9.13K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2- 2.56% |
$381 - $611
|
76
$46.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.02% |
$381 - $611
|
8.87K
$5.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2- 25.0% |
$381 - $611
|
6
$3.65K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- 0.86% |
$381 - $611
|
231
$141K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 2.2% |
$381 - $611
|
89
$54.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3- 0.18% |
$572 - $917
|
1.7K
$1.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-3- 0.09% |
$572 - $917
|
3.42K
$2.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-3- 37.5% |
$572 - $917
|
5
$3.04K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3- 0.27% |
$572 - $917
|
1.09K
$666K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4- 0.26% |
$763 - $1.22K
|
1.51K
$918K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-5Closed |
$954 - $1.53K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-5- 0.49% |
$954 - $1.53K
|
1.01K
$615K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-5- 16.67% |
$954 - $1.53K
|
25
$15.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5- 15.63% |
$954 - $1.53K
|
27
$16.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5- 1.5% |
$954 - $1.53K
|
328
$200K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-6- 0.27% |
$1.14K - $1.83K
|
2.26K
$1.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-6- 0.22% |
$1.14K - $1.83K
|
2.69K
$1.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 0.4% |
$1.14K - $1.83K
|
1.5K
$915K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-6- 0.37% |
$1.14K - $1.83K
|
1.62K
$984K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6- 0.44% |
$1.14K - $1.83K
|
1.37K
$834K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.36% |
$1.33K - $2.14K
|
1.96K
$1.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-8- 0.18% |
$1.53K - $2.44K
|
4.55K
$2.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 7.08% |
$1.53K - $2.44K
|
105
$63.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-9- 75.0% |
$1.72K - $2.75K
|
3
$1.83K
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-9- 0.45% |
$1.72K - $2.75K
|
2K
$1.22M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-9Closed |
$1.72K - $2.75K
|
0
$0
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 9.09% |
$1.72K - $2.75K
|
90
$54.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 0.75% |
$1.91K - $3.06K
|
1.32K
$805K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-11- 0.33% |
$2.1K - $3.36K
|
3.37K
$2.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12- 50.0% |
$2.29K - $3.67K
|
12
$7.3K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 4.38% |
$2.48K - $3.97K
|
284
$173K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-13- 0.16% |
$2.48K - $3.97K
|
7.95K
$4.84M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-14- 31.11% |
$2.67K - $4.28K
|
31
$18.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-14- 0.37% |
$2.67K - $4.28K
|
3.78K
$2.3M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-14- 1.2% |
$2.67K - $4.28K
|
1.15K
$702K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-15- 0.24% |
$2.86K - $4.58K
|
6.28K
$3.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-15- 0.44% |
$2.86K - $4.58K
|
3.4K
$2.07M
|