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 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-659- 19.88% |
$274K - $326K
|
2.66K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 7.43% |
$27K - $32.1K
|
940
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2- 0.07% |
$832 - $988
|
2.78K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-25- 5.14% |
$10.4K - $12.4K
|
461
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-25- 1.86% |
$10.4K - $12.4K
|
1.32K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 5.79% |
$4.58K - $5.43K
|
201
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
669+ 1.08% |
$278K - $330K
|
62.9K
$34.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 33.42% |
$942K - $1.12M
|
9.03K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14K+ 324.81% |
$5.83M - $6.92M
|
18.3K
$9.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
430New |
$179K - $212K
|
430
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
136+ 3.33% |
$56.6K - $67.2K
|
4.23K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
102+ 1.25% |
$42.4K - $50.4K
|
8.27K
$4.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26New |
$10.8K - $12.8K
|
26
$14.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.14K- 33.77% |
$475K - $564K
|
2.24K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.94K+ 1.66% |
$1.23M - $1.45M
|
180K
$97.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-428- 1.87% |
$178K - $211K
|
22.4K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
562New |
$234K - $278K
|
562
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
108+ 15.1% |
$44.9K - $53.4K
|
823
$446K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.07% |
$416 - $494
|
1.5K
$814K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
152+ 8.35% |
$63.3K - $75.1K
|
1.97K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.42KNew |
$591K - $702K
|
1.42K
$770K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
508New |
$211K - $251K
|
508
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
419New |
$174K - $207K
|
419
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66+ 15.68% |
$27.5K - $32.6K
|
487
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
232+ 6.31% |
$96.5K - $115K
|
3.91K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 19.05% |
$18.3K - $21.7K
|
275
$149K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-350- 1.25% |
$146K - $173K
|
27.7K
$15M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.2K- 23.37% |
$500K - $594K
|
3.94K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-677- 10.47% |
$282K - $334K
|
5.79K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
78+ 2.19% |
$32.5K - $38.5K
|
3.64K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-15- 2.02% |
$6.24K - $7.41K
|
726
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 30.97% |
$102K - $121K
|
546
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.34% |
$16.6K - $19.8K
|
11.7K
$6.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
430New |
$179K - $212K
|
430
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
21+ 1.61% |
$8.74K - $10.4K
|
1.33K
$720K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-100- 11.11% |
$41.6K - $49.4K
|
800
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-105- 2.05% |
$43.7K - $51.9K
|
5.01K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
44+ 69.84% |
$18.3K - $21.7K
|
107
$58K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-17- 0.38% |
$7.07K - $8.4K
|
4.41K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-77.5K- 62.7% |
$32.3M - $38.3M
|
46.1K
$25M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.6K- 68.44% |
$2.33M - $2.77M
|
2.58K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-5.43K- 5.86% |
$2.26M - $2.68M
|
87.2K
$47.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-33- 0.17% |
$13.7K - $16.3K
|
19.4K
$10.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 2.2% |
$3.33K - $3.95K
|
355
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 5.71% |
$832 - $988
|
33
$17.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4+ 0.34% |
$1.66K - $1.98K
|
1.2K
$649K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.84K+ 9.27% |
$2.43M - $2.89M
|
68.9K
$37.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
186+ 19.14% |
$77.4K - $91.9K
|
1.16K
$628K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
28+ 1.52% |
$11.7K - $13.8K
|
1.87K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
46+ 5.89% |
$19.1K - $22.7K
|
827
$448K
|