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 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-41- 5.74% |
$17.1K - $20.3K
|
673
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17- 1.42% |
$7.07K - $8.4K
|
1.18K
$648K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
433New |
$180K - $214K
|
433
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
275+ 5.67% |
$114K - $136K
|
5.13K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
452New |
$188K - $223K
|
452
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.22% |
$416 - $494
|
454
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-120- 76.92% |
$49.9K - $59.3K
|
36
$19.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
212+ 22.27% |
$88.2K - $105K
|
1.16K
$638K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.08% |
$832 - $988
|
47
$25.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-39- 0.68% |
$16.2K - $19.3K
|
5.71K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
108+ 1.76% |
$44.9K - $53.4K
|
6.25K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
421New |
$175K - $208K
|
421
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
584+ 21.11% |
$243K - $289K
|
3.35K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-34- 4.16% |
$14.1K - $16.8K
|
784
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-10- 1.16% |
$4.16K - $4.94K
|
855
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.15KNew |
$895K - $1.06M
|
2.15K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.06KNew |
$443K - $526K
|
1.06K
$583K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-24- 0.79% |
$9.99K - $11.9K
|
3K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
16.2K+ 80.0% |
$6.73M - $7.98M
|
36.4K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
4.24K+ 1.72% |
$1.76M - $2.09M
|
251K
$137M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-28- 1.96% |
$11.7K - $13.8K
|
1.4K
$767K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
59+ 5.99% |
$24.6K - $29.1K
|
1.04K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-50- 3.56% |
$20.8K - $24.7K
|
1.35K
$742K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-25- 0.65% |
$10.4K - $12.4K
|
3.83K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
214+ 13.91% |
$89.1K - $106K
|
1.75K
$960K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32+ 40.0% |
$13.3K - $15.8K
|
112
$61.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1K- 16.49% |
$417K - $495K
|
5.08K
$2.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.22K- 31.29% |
$1.75M - $2.08M
|
9.26K
$5.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-60- 10.83% |
$25K - $29.6K
|
494
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
10+ 1.24% |
$4.16K - $4.94K
|
818
$448K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
605+ 286.73% |
$252K - $299K
|
816
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.18K- 3.62% |
$489K - $581K
|
31.3K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
36+ 80.0% |
$15K - $17.8K
|
81
$44.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
459+ 0.66% |
$191K - $227K
|
70.2K
$38.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-41.5K- 2.8% |
$17.3M - $20.5M
|
1.44M
$790M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.23K+ 4.09% |
$3.01M - $3.57M
|
184K
$101M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
231+ 22.89% |
$96.1K - $114K
|
1.24K
$679K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10- 0.03% |
$4.16K - $4.94K
|
33.9K
$18.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-231- 1.52% |
$96.1K - $114K
|
15K
$8.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
408New |
$170K - $202K
|
408
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.34K+ 545.31% |
$556K - $660K
|
1.58K
$866K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.48% |
$499K - $593K
|
47.1K
$25.8M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-881- 2.92% |
$367K - $435K
|
29.3K
$16.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
458New |
$191K - $226K
|
458
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
170+ 8.06% |
$70.7K - $84K
|
2.28K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
430New |
$179K - $212K
|
430
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-510- 5.75% |
$212K - $252K
|
8.37K
$4.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
352+ 12.04% |
$146K - $174K
|
3.28K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16.1K- 75.18% |
$6.69M - $7.94M
|
5.31K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$10.4K - $12.4K
|
25
$13.7K
|