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 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.25K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.74% |
$1.66K - $1.98K
|
547
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-286- 3.65% |
$119K - $141K
|
7.56K
$4.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-138- 6.74% |
$57.4K - $68.2K
|
1.91K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
80+ 13.33% |
$33.3K - $39.5K
|
680
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
28+ 1.77% |
$11.7K - $13.8K
|
1.61K
$871K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 2.86% |
$10.8K - $12.8K
|
935
$507K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
38+ 7.1% |
$15.8K - $18.8K
|
573
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1- 4.76% |
$416 - $494
|
20
$10.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-162- 6.64% |
$67.4K - $80K
|
2.28K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 7.27% |
$1.66K - $1.98K
|
59
$32K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23+ 0.18% |
$9.57K - $11.4K
|
12.8K
$6.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.32K- 1.84% |
$549K - $652K
|
70.3K
$38.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
77+ 0.83% |
$32K - $38K
|
9.38K
$5.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-581- 1.24% |
$242K - $287K
|
46.2K
$25M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
105+ 32.61% |
$43.7K - $51.9K
|
427
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.24K- 13.93% |
$517K - $614K
|
7.68K
$4.16M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.69K- 2.39% |
$3.2M - $3.8M
|
315K
$171M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.38K+ 288.68% |
$573K - $680K
|
1.85K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 8.59% |
$444K - $527K
|
13.5K
$7.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.67% |
$3.33K - $3.95K
|
149
$80.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
53+ 2.12% |
$22.1K - $26.2K
|
2.55K
$1.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20K+ 262.29% |
$8.31M - $9.86M
|
27.6K
$14.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
934+ 30.49% |
$389K - $461K
|
4K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 4.81% |
$35.4K - $42K
|
1.85K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
9.3K+ 12.09% |
$3.87M - $4.59M
|
86.2K
$46.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8K+ 763.34% |
$4.9M - $5.81M
|
13.3K
$7.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.36K+ 4.25% |
$1.82M - $2.16M
|
107K
$58.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-1.35K- 0.98% |
$562K - $667K
|
136K
$73.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-248- 14.37% |
$103K - $123K
|
1.48K
$801K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
13+ 1.75% |
$5.41K - $6.42K
|
755
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.47K+ 0.93% |
$2.69M - $3.19M
|
703K
$381M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103+ 1287.5% |
$42.9K - $50.9K
|
111
$60.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.58K- 9.33% |
$658K - $781K
|
15.4K
$8.33M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-127- 1.68% |
$52.8K - $62.7K
|
7.43K
$4.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6+ 0.43% |
$2.5K - $2.96K
|
1.4K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 20.65% |
$7.91K - $9.39K
|
111
$60.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
187+ 11.31% |
$77.8K - $92.4K
|
1.84K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 1.13% |
$3.33K - $3.95K
|
718
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.02K+ 5.07% |
$839K - $995K
|
41.7K
$22.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
206+ 12.77% |
$85.7K - $102K
|
1.82K
$986K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-572- 91.96% |
$238K - $283K
|
50
$27.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-200- 5.04% |
$83.2K - $98.8K
|
3.77K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
425New |
$177K - $210K
|
425
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 31.91% |
$12.5K - $14.8K
|
124
$67.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
160+ 1.79% |
$66.6K - $79K
|
9.12K
$4.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-36- 1.49% |
$15K - $17.8K
|
2.39K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
436New |
$181K - $215K
|
436
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-4.5K- 15.46% |
$1.87M - $2.22M
|
24.6K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.58K+ 17.08% |
$658K - $781K
|
10.8K
$5.87M
|