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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-25- 2.61% |
$10.4K - $12.4K
|
934
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
79+ 4.82% |
$32.9K - $39K
|
1.72K
$931K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-13.5K- 40.49% |
$5.61M - $6.66M
|
19.8K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-156- 15.51% |
$64.9K - $77.1K
|
850
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.13K- 17.92% |
$888K - $1.05M
|
9.77K
$5.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-60- 4.93% |
$25K - $29.6K
|
1.16K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-65- 13.05% |
$27K - $32.1K
|
433
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.85K- 24.27% |
$770K - $914K
|
5.78K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
480New |
$200K - $237K
|
480
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.2K+ 17.36% |
$499K - $592K
|
8.1K
$4.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
156+ 15.46% |
$64.9K - $77.1K
|
1.17K
$632K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.19K+ 1.55% |
$3.83M - $4.54M
|
602K
$327M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-16- 0.53% |
$6.66K - $7.9K
|
2.99K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
540+ 5.4% |
$225K - $267K
|
10.5K
$5.72M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$2.08K - $2.47K
|
3.68K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-191- 1.36% |
$79.5K - $94.4K
|
13.9K
$7.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.2KNew |
$499K - $592K
|
1.2K
$650K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
33+ 0.76% |
$13.7K - $16.3K
|
4.38K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
168+ 9.52% |
$69.9K - $83K
|
1.93K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
161+ 9.61% |
$67K - $79.5K
|
1.84K
$995K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 12.5% |
$416 - $494
|
9
$4.88K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.51KNew |
$1.46M - $1.73M
|
3.51K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.23KNew |
$512K - $608K
|
1.23K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.51K+ 1.98% |
$1.46M - $1.73M
|
180K
$97.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-938- 3.23% |
$390K - $463K
|
28.1K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-750- 37.5% |
$312K - $371K
|
1.25K
$678K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
257+ 4.54% |
$107K - $127K
|
5.92K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-57- 17.22% |
$23.7K - $28.2K
|
274
$149K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.62KNew |
$2.75M - $3.27M
|
6.62K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
507New |
$211K - $250K
|
507
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 5.85% |
$8.32K - $9.88K
|
362
$196K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.1K- 2.23% |
$1.29M - $1.53M
|
136K
$73.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
708+ 1.08% |
$295K - $350K
|
66.5K
$36.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
84.4KNew |
$35.1M - $41.7M
|
84.4K
$45.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
415New |
$173K - $205K
|
415
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-253- 3.86% |
$105K - $125K
|
6.29K
$3.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
467New |
$194K - $231K
|
467
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-113- 0.21% |
$47K - $55.8K
|
53.8K
$29.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 1.97% |
$6.24K - $7.41K
|
745
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
483+ 0.82% |
$201K - $239K
|
59.6K
$32.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
446+ 4.76% |
$186K - $220K
|
9.82K
$5.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-608- 31.8% |
$253K - $300K
|
1.3K
$707K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.12K- 9.49% |
$881K - $1.05M
|
20.2K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
170+ 6.2% |
$70.7K - $84K
|
2.91K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
573+ 0.75% |
$238K - $283K
|
76.6K
$41.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
436New |
$181K - $215K
|
436
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
844New |
$351K - $417K
|
844
$458K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
84+ 3.6% |
$35K - $41.5K
|
2.42K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.91K+ 98.73% |
$2.04M - $2.42M
|
9.87K
$5.35M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-40- 8.21% |
$16.6K - $19.8K
|
447
$242K
|