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 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.1K+ 9.35% |
$2.54M - $3.01M
|
71.3K
$39.1M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
417New |
$174K - $206K
|
417
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
479New |
$199K - $237K
|
479
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
2.87K+ 0.94% |
$1.19M - $1.42M
|
307K
$168M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.01% |
$416 - $494
|
8.9K
$4.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-200- 23.61% |
$83.2K - $98.8K
|
647
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.95K+ 11.19% |
$1.23M - $1.46M
|
29.3K
$16.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-394- 10.81% |
$164K - $195K
|
3.25K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
214+ 0.69% |
$89.1K - $106K
|
31.3K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.52K+ 5.37% |
$2.71M - $3.22M
|
128K
$70.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.14K+ 9.71% |
$474K - $563K
|
12.9K
$7.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 4.86% |
$6.66K - $7.9K
|
345
$189K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-261- 0.39% |
$109K - $129K
|
67.4K
$36.9M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-24- 1.0% |
$9.99K - $11.9K
|
2.38K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-16- 1.34% |
$6.66K - $7.9K
|
1.18K
$647K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
218+ 9.36% |
$90.7K - $108K
|
2.55K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.43K- 27.58% |
$594K - $705K
|
3.75K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
300New |
$125K - $148K
|
300
$164K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.1KNew |
$1.71M - $2.03M
|
4.1K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
131+ 3.95% |
$54.5K - $64.7K
|
3.44K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 29.95% |
$123K - $146K
|
690
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-140- 1.68% |
$58.3K - $69.2K
|
8.21K
$4.5M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-52.7K- 9.89% |
$21.9M - $26M
|
480K
$263M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 20.0% |
$2.08K - $2.47K
|
30
$16.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-153- 1.93% |
$63.7K - $75.6K
|
7.79K
$4.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-17- 0.46% |
$7.07K - $8.4K
|
3.66K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
698+ 7.46% |
$290K - $345K
|
10.1K
$5.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
417New |
$174K - $206K
|
417
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.6K- 22.33% |
$665K - $790K
|
5.56K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
160+ 14.38% |
$66.6K - $79K
|
1.27K
$697K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 0.62% |
$79.1K - $93.9K
|
30.3K
$16.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2- 1.64% |
$832 - $988
|
120
$65.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 1.36% |
$13.7K - $16.3K
|
2.46K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8+ 1.93% |
$3.33K - $3.95K
|
423
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
873New |
$363K - $431K
|
873
$478K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
754+ 35.14% |
$314K - $372K
|
2.9K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.37K+ 34.19% |
$988K - $1.17M
|
9.32K
$5.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
240+ 1.89% |
$99.9K - $119K
|
13K
$7.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
71+ 4.57% |
$29.5K - $35.1K
|
1.63K
$891K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-369- 10.18% |
$154K - $182K
|
3.26K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8- 30.77% |
$3.33K - $3.95K
|
18
$9.86K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 2.15% |
$4.16K - $4.94K
|
475
$260K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-386- 35.35% |
$161K - $191K
|
706
$387K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5- 0.28% |
$2.08K - $2.47K
|
1.76K
$964K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
450+ 33.94% |
$187K - $222K
|
1.78K
$973K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.74% |
$1.66K - $1.98K
|
547
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-286- 3.65% |
$119K - $141K
|
7.56K
$4.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-138- 6.74% |
$57.4K - $68.2K
|
1.91K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
80+ 13.33% |
$33.3K - $39.5K
|
680
$373K
|