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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-516- 3.68% |
$246K - $315K
|
13.5K
$6.97M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 1.35% |
$9.53K - $12.2K
|
1.5K
$773K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-406- 7.24% |
$194K - $248K
|
5.2K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 1.38% |
$4.29K - $5.49K
|
662
$342K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
92+ 6.47% |
$43.8K - $56.2K
|
1.52K
$782K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2- 0.36% |
$953 - $1.22K
|
557
$288K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.62% |
$7.15K - $9.16K
|
2.42K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-611- 36.24% |
$291K - $373K
|
1.08K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-30- 5.15% |
$14.3K - $18.3K
|
552
$285K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
12+ 0.57% |
$5.72K - $7.33K
|
2.11K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.31KNew |
$626K - $802K
|
1.31K
$678K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
450New |
$214K - $275K
|
450
$232K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
485+ 2.12% |
$231K - $296K
|
23.3K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2+ 0.07% |
$953 - $1.22K
|
3.06K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 15.03% |
$4.81M - $6.17M
|
77.3K
$39.9M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.09K- 15.41% |
$3.38M - $4.33M
|
38.9K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
649+ 62.46% |
$309K - $396K
|
1.69K
$871K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
460+ 14.1% |
$219K - $281K
|
3.72K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.61K+ 378.17% |
$768K - $983K
|
2.04K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
30+ 3.08% |
$14.3K - $18.3K
|
1K
$518K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
107+ 16.21% |
$51K - $65.3K
|
767
$396K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.27K- 6.43% |
$1.08M - $1.39M
|
33K
$17M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.41KNew |
$671K - $860K
|
1.41K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-96- 0.19% |
$45.8K - $58.6K
|
50.3K
$26M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-57- 10.25% |
$27.2K - $34.8K
|
499
$258K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-34- 2.64% |
$16.2K - $20.8K
|
1.25K
$646K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
11.2K+ 132.03% |
$5.34M - $6.84M
|
19.7K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
504New |
$240K - $308K
|
504
$260K
|
|
|
May 05, 2025
Q1 2025
|
C World Wide Group Holding A
|
SELL
|
- |
-4K- 3.87% |
$1.91M - $2.44M
|
99.3K
$51.3M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-73.3K- 7.41% |
$34.9M - $44.7M
|
916K
$473M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-30- 0.35% |
$14.3K - $18.3K
|
8.66K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.25K+ 58.74% |
$2.02M - $2.59M
|
11.5K
$5.92M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-2- 0.05% |
$953 - $1.22K
|
3.65K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.67K+ 18.7% |
$1.27M - $1.63M
|
16.9K
$8.74M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.27K+ 144.56% |
$1.56M - $1.99M
|
5.53K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-87- 3.64% |
$41.5K - $53.1K
|
2.3K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-36- 7.76% |
$17.2K - $22K
|
428
$221K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-8- 1.94% |
$3.81K - $4.88K
|
405
$209K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
162+ 17.57% |
$77.2K - $98.9K
|
1.08K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Prospect Hill Management, LLC
|
BUY
|
- |
800+ 5.58% |
$381K - $488K
|
15.1K
$7.81M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-725- 5.63% |
$346K - $443K
|
12.2K
$6.28M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-31- 0.82% |
$14.8K - $18.9K
|
3.74K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
177+ 8.62% |
$84.4K - $108K
|
2.23K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.25K+ 2.74% |
$595K - $762K
|
46.8K
$24.1M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.23% |
$477 - $610
|
434
$224K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
46+ 0.41% |
$21.9K - $28.1K
|
11.3K
$5.82M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
629New |
$300K - $384K
|
629
$325K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
412New |
$196K - $252K
|
412
$213K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.12K+ 60.43% |
$1.49M - $1.9M
|
8.28K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
110+ 2.43% |
$52.4K - $67.1K
|
4.63K
$2.39M
|