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 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43+ 7.01% |
$17.9K - $21.2K
|
656
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-147- 1.3% |
$61.2K - $72.6K
|
11.2K
$6.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
166+ 6.63% |
$69.1K - $82K
|
2.67K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
23+ 0.41% |
$9.57K - $11.4K
|
5.69K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 6.34% |
$32.5K - $38.5K
|
1.31K
$717K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
367+ 40.91% |
$153K - $181K
|
1.26K
$693K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
446New |
$186K - $220K
|
446
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-4- 0.03% |
$1.66K - $1.98K
|
12.7K
$6.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
139+ 3.24% |
$57.8K - $68.7K
|
4.43K
$2.43M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-306- 17.28% |
$127K - $151K
|
1.47K
$803K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-50- 0.06% |
$20.8K - $24.7K
|
83.6K
$45.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-16- 3.56% |
$6.66K - $7.9K
|
434
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 4.59% |
$38.7K - $45.9K
|
2.12K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.64K+ 7.74% |
$682K - $810K
|
22.8K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
40.6K+ 200.0% |
$16.9M - $20.1M
|
60.9K
$33.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-503- 55.89% |
$209K - $248K
|
397
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 17.65% |
$3.75K - $4.45K
|
60
$32.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-160- 17.82% |
$66.6K - $79K
|
738
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-572- 2.95% |
$238K - $283K
|
18.8K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-353- 23.77% |
$147K - $174K
|
1.13K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-272- 0.32% |
$113K - $134K
|
85K
$46.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
252+ 1.57% |
$105K - $124K
|
16.3K
$8.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-75- 0.63% |
$31.2K - $37.1K
|
11.8K
$6.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-33- 1.64% |
$13.7K - $16.3K
|
1.98K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
89+ 5.07% |
$37K - $44K
|
1.84K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
3.3K+ 3.97% |
$1.37M - $1.63M
|
86.5K
$47.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
814+ 31.72% |
$339K - $402K
|
3.38K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
66+ 4.44% |
$27.5K - $32.6K
|
1.55K
$850K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
77+ 13.41% |
$32K - $38K
|
651
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
483New |
$201K - $239K
|
483
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
217+ 2.06% |
$90.3K - $107K
|
10.7K
$5.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-500- 42.34% |
$208K - $247K
|
681
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
60+ 13.07% |
$25K - $29.6K
|
519
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
153K+ 104.82% |
$63.6M - $75.5M
|
299K
$164M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35+ 1.81% |
$14.6K - $17.3K
|
1.97K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
1.87K+ 8.62% |
$778K - $924K
|
23.6K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
186+ 29.52% |
$77.4K - $91.9K
|
816
$447K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-124- 2.62% |
$51.6K - $61.3K
|
4.6K
$2.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-16- 0.67% |
$6.66K - $7.9K
|
2.37K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
368+ 33.52% |
$153K - $182K
|
1.47K
$803K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
7.43K+ 11.95% |
$3.09M - $3.67M
|
69.6K
$38.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-163- 3.0% |
$67.8K - $80.5K
|
5.27K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 2.55% |
$648K - $769K
|
59.5K
$32.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27- 1.79% |
$11.2K - $13.3K
|
1.48K
$810K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.2KNew |
$916K - $1.09M
|
2.2K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
35+ 0.51% |
$14.6K - $17.3K
|
6.83K
$3.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-101- 13.05% |
$42K - $49.9K
|
673
$369K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-15Closed |
$6.24K - $7.41K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
43+ 3.33% |
$17.9K - $21.2K
|
1.33K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
79.5K+ 13.96% |
$33.1M - $39.3M
|
649K
$355M
|