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 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.96K+ 9.31% |
$815K - $968K
|
23K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-41- 2.07% |
$17.1K - $20.3K
|
1.94K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
443New |
$184K - $219K
|
443
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78+ 152.94% |
$32.5K - $38.5K
|
129
$70.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4+ 0.8% |
$1.66K - $1.98K
|
504
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-38- 4.61% |
$15.8K - $18.8K
|
786
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-96- 6.58% |
$39.9K - $47.4K
|
1.36K
$746K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 2.69% |
$12.5K - $14.8K
|
1.15K
$627K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
497+ 2.3% |
$207K - $246K
|
22.1K
$12.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
64+ 3.96% |
$26.6K - $31.6K
|
1.68K
$921K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-22- 1.05% |
$9.16K - $10.9K
|
2.08K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.57% |
$1.66K - $1.98K
|
701
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-56- 2.61% |
$23.3K - $27.7K
|
2.09K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
557+ 4.53% |
$232K - $275K
|
12.9K
$7.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 3.18% |
$20.8K - $24.7K
|
1.52K
$835K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
6+ 0.38% |
$2.5K - $2.96K
|
1.58K
$866K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.99% |
$2.08K - $2.47K
|
511
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
71+ 1.41% |
$29.5K - $35.1K
|
5.12K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
426New |
$177K - $210K
|
426
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3- 0.63% |
$1.25K - $1.48K
|
476
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
87+ 6.01% |
$36.2K - $43K
|
1.53K
$840K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
195+ 0.56% |
$81.1K - $96.3K
|
34.8K
$19.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-91- 14.26% |
$37.9K - $45K
|
547
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
330+ 3.13% |
$137K - $163K
|
10.9K
$5.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-19.1K- 69.56% |
$7.97M - $9.46M
|
8.38K
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
9+ 1.13% |
$3.75K - $4.45K
|
808
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.96K+ 122.36% |
$2.48M - $2.95M
|
10.8K
$5.94M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 90.0% |
$375K - $445K
|
100
$54.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-322- 2.91% |
$134K - $159K
|
10.8K
$5.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 2.94% |
$6.24K - $7.41K
|
525
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-900- 16.51% |
$375K - $445K
|
4.55K
$2.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
PUT |
-200- 5.71% |
$83.2K - $98.8K
|
3.3K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.37% |
$8.32K - $9.88K
|
5.45K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
216+ 32.1% |
$89.9K - $107K
|
889
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
92+ 4.53% |
$38.3K - $45.4K
|
2.13K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
818New |
$340K - $404K
|
818
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-143- 14.74% |
$59.5K - $70.6K
|
827
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
838New |
$349K - $414K
|
838
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
269New |
$112K - $133K
|
269
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
439New |
$183K - $217K
|
439
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
44+ 104.76% |
$18.3K - $21.7K
|
86
$47.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
25+ 2.06% |
$10.4K - $12.4K
|
1.24K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 9.63% |
$12.9K - $15.3K
|
353
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-24- 1.31% |
$9.99K - $11.9K
|
1.81K
$990K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-661- 17.71% |
$275K - $327K
|
3.07K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-659- 19.88% |
$274K - $326K
|
2.66K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 7.43% |
$27K - $32.1K
|
940
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2- 0.07% |
$832 - $988
|
2.78K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-25- 5.14% |
$10.4K - $12.4K
|
461
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-25- 1.86% |
$10.4K - $12.4K
|
1.32K
$723K
|