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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-345- 5.14% |
$144K - $170K
|
6.36K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13- 1.55% |
$5.41K - $6.42K
|
826
$453K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
160+ 28.07% |
$66.6K - $79K
|
730
$400K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
19+ 0.85% |
$7.91K - $9.39K
|
2.26K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.46K- 19.6% |
$1.02M - $1.22M
|
10.1K
$5.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
913+ 98.92% |
$380K - $451K
|
1.84K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.72K- 86.07% |
$1.13M - $1.34M
|
440
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
61+ 2.18% |
$25.4K - $30.1K
|
2.86K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84+ 2.2% |
$35K - $41.5K
|
3.91K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.91K- 88.13% |
$1.63M - $1.93M
|
526
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 2.16% |
$4.58K - $5.43K
|
521
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 2.59% |
$2.91K - $3.46K
|
277
$152K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
3.4K+ 1.72% |
$1.41M - $1.68M
|
201K
$110M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-235- 4.64% |
$97.8K - $116K
|
4.83K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
55New |
$22.9K - $27.2K
|
55
$30.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
28+ 2.47% |
$11.7K - $13.8K
|
1.16K
$636K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-181- 30.07% |
$75.3K - $89.4K
|
421
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20+ 4.14% |
$8.32K - $9.88K
|
503
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
427New |
$178K - $211K
|
427
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-973- 4.49% |
$405K - $481K
|
20.7K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.09K+ 2.72% |
$454K - $538K
|
41.2K
$22.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.04K+ 54.81% |
$851K - $1.01M
|
5.77K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 0.51% |
$20.8K - $24.7K
|
9.79K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 7.58% |
$166K - $198K
|
4.88K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
458+ 4.01% |
$191K - $226K
|
11.9K
$6.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
24+ 0.83% |
$9.99K - $11.9K
|
2.92K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
704+ 113.0% |
$293K - $348K
|
1.33K
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
9.08KNew |
$3.78M - $4.48M
|
9.08K
$4.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$832 - $988
|
2
$1.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
210+ 0.8% |
$87.4K - $104K
|
26.6K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
37.5K+ 230.54% |
$15.6M - $18.5M
|
53.8K
$29.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
384+ 12.71% |
$160K - $190K
|
3.41K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
368+ 13.74% |
$153K - $182K
|
3.05K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 14.12% |
$51.2K - $60.8K
|
994
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 2.65% |
$16.2K - $19.3K
|
1.51K
$828K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
887New |
$369K - $438K
|
887
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 2.2% |
$5.41K - $6.42K
|
579
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-23.6K- 1.93% |
$9.83M - $11.7M
|
1.2M
$658M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
95+ 13.75% |
$39.5K - $46.9K
|
786
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
4.15K+ 10.82% |
$1.73M - $2.05M
|
42.5K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-363- 84.22% |
$151K - $179K
|
68
$37.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
844+ 166.47% |
$351K - $417K
|
1.35K
$740K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-127- 1.59% |
$52.8K - $62.7K
|
7.86K
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-38- 1.65% |
$15.8K - $18.8K
|
2.26K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11.1K+ 37.97% |
$4.63M - $5.5M
|
40.4K
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-200- 2.33% |
$83.2K - $98.8K
|
8.4K
$4.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11.8KNew |
$4.91M - $5.83M
|
11.8K
$6.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-2.62K- 13.71% |
$1.09M - $1.29M
|
16.5K
$9.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-22- 1.19% |
$9.16K - $10.9K
|
1.82K
$999K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
228+ 2.21% |
$94.9K - $113K
|
10.5K
$5.77M
|