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 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-274- 0.78% |
$114K - $135K
|
34.6K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
564+ 7.22% |
$235K - $279K
|
8.38K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
424New |
$176K - $209K
|
424
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1- 0.09% |
$416 - $494
|
1.13K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
119+ 8.46% |
$49.5K - $58.8K
|
1.53K
$836K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
132+ 0.72% |
$54.9K - $65.2K
|
18.5K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
36+ 6.41% |
$15K - $17.8K
|
598
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
457New |
$190K - $226K
|
457
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-321- 7.12% |
$134K - $159K
|
4.19K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
33+ 6.5% |
$13.7K - $16.3K
|
541
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
51+ 5.58% |
$21.2K - $25.2K
|
965
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
134+ 23.72% |
$55.8K - $66.2K
|
699
$383K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.33K+ 7.97% |
$970K - $1.15M
|
31.6K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-4.11K- 48.38% |
$1.71M - $2.03M
|
4.39K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-78.6K- 10.92% |
$32.7M - $38.8M
|
641K
$351M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
BUY
|
- |
432New |
$180K - $213K
|
432
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
88+ 1.78% |
$36.6K - $43.5K
|
5.04K
$2.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.02K+ 5.32% |
$1.26M - $1.49M
|
59.7K
$32.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
511+ 5.59% |
$213K - $252K
|
9.66K
$5.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
27+ 0.36% |
$11.2K - $13.3K
|
7.54K
$4.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
94+ 22.01% |
$39.1K - $46.4K
|
521
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
94+ 1.47% |
$39.1K - $46.4K
|
6.48K
$3.55M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 5.0% |
$416 - $494
|
19
$10.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
423New |
$176K - $209K
|
423
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-135- 14.23% |
$56.2K - $66.7K
|
814
$446K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-19- 2.87% |
$7.91K - $9.39K
|
642
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.06K+ 4.5% |
$3.35M - $3.98M
|
187K
$102M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-106- 2.33% |
$44.1K - $52.4K
|
4.45K
$2.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
364+ 29.35% |
$151K - $180K
|
1.6K
$879K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.7K- 5.7% |
$4.88M - $5.79M
|
194K
$106M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53+ 7.31% |
$22.1K - $26.2K
|
778
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
104New |
$43.3K - $51.4K
|
104
$57K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-595- 3.6% |
$248K - $294K
|
15.9K
$8.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-408- 9.85% |
$170K - $202K
|
3.73K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
140+ 0.99% |
$58.3K - $69.2K
|
14.2K
$7.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$832 - $988
|
5.61K
$3.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.63KNew |
$677K - $804K
|
1.63K
$892K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
162+ 2.73% |
$67.4K - $80K
|
6.1K
$3.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
976+ 5.85% |
$406K - $482K
|
17.7K
$9.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-286- 16.99% |
$119K - $141K
|
1.4K
$765K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-883- 8.82% |
$367K - $436K
|
9.13K
$5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-461- 14.31% |
$192K - $228K
|
2.76K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
427+ 25.52% |
$178K - $211K
|
2.1K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
533+ 27.99% |
$222K - $263K
|
2.44K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
115+ 4.26% |
$47.9K - $56.8K
|
2.82K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
483+ 15.89% |
$201K - $239K
|
3.52K
$1.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-36- 7.88% |
$15K - $17.8K
|
421
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
748New |
$311K - $370K
|
748
$410K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
78+ 0.12% |
$32.5K - $38.5K
|
66.1K
$36.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
105+ 20.11% |
$43.7K - $51.9K
|
627
$344K
|