Latest Institutional Transactions on Intuitive Surgical Inc (ISRG)
This table provides information on the latest institutional transactions involving Intuitive Surgical Inc (ISRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-28- 0.97% |
$13.2K - $15.4K
|
2.86K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 3.95% |
$3.3K - $3.85K
|
170
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
8.98KNew |
$4.23M - $4.94M
|
8.98K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
215+ 23.92% |
$101K - $118K
|
1.11K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 160.0% |
$3.77K - $4.4K
|
13
$7.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25+ 1.36% |
$11.8K - $13.8K
|
1.87K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-50- 0.42% |
$23.6K - $27.5K
|
11.7K
$6.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-40- 2.46% |
$18.9K - $22K
|
1.59K
$946K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.03KNew |
$485K - $567K
|
1.03K
$613K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-6.4K- 7.42% |
$3.02M - $3.52M
|
79.9K
$47.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.48K+ 1.9% |
$698K - $816K
|
79.5K
$47.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
29+ 1.66% |
$13.7K - $16K
|
1.78K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-35- 7.09% |
$16.5K - $19.3K
|
459
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.15KNew |
$2.43M - $2.84M
|
5.15K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.23% |
$2.36K - $2.75K
|
2.19K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-49- 0.18% |
$23.1K - $27K
|
26.5K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-1.34K- 50.99% |
$633K - $740K
|
1.29K
$769K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4.84KNew |
$2.28M - $2.67M
|
4.84K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 4.04% |
$6.13K - $7.16K
|
335
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.23K+ 22.9% |
$1.05M - $1.23M
|
11.9K
$7.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40+ 6.45% |
$18.9K - $22K
|
660
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.55K+ 19.08% |
$730K - $853K
|
9.67K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
242+ 4.27% |
$114K - $133K
|
5.91K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.34KNew |
$632K - $739K
|
1.34K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5+ 0.18% |
$2.36K - $2.75K
|
2.77K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-34K- 3.89% |
$16M - $18.7M
|
839K
$499M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
255+ 27.78% |
$120K - $140K
|
1.17K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
124+ 7.92% |
$58.4K - $68.3K
|
1.69K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-170- 7.53% |
$80.1K - $93.6K
|
2.09K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.2% |
$471 - $551
|
496
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
49+ 0.85% |
$23.1K - $27K
|
5.84K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
89+ 9.25% |
$41.9K - $49K
|
1.05K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
SELL
|
- |
-11.8K- 13.92% |
$5.54M - $6.47M
|
72.7K
$43.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
942+ 12.37% |
$444K - $519K
|
8.56K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.6K+ 31.32% |
$23.4M - $27.3M
|
208K
$124M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
500New |
$236K - $275K
|
500
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
97+ 8.37% |
$45.7K - $53.4K
|
1.26K
$748K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
12.4KNew |
$5.85M - $6.84M
|
12.4K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 0.23% |
$4.71K - $5.51K
|
4.37K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 16.35% |
$80.1K - $93.6K
|
1.21K
$721K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
257+ 1.14% |
$121K - $142K
|
22.8K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-799- 6.72% |
$377K - $440K
|
11.1K
$6.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
372+ 25.22% |
$175K - $205K
|
1.85K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-381- 3.71% |
$180K - $210K
|
9.89K
$5.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.23KNew |
$3.88M - $4.53M
|
8.23K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
389+ 13.41% |
$183K - $214K
|
3.29K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
543New |
$256K - $299K
|
543
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$943 - $1.1K
|
2
$1.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
335+ 15.22% |
$158K - $184K
|
2.54K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
230+ 23.0% |
$108K - $127K
|
1.23K
$733K
|