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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
912+ 19.16% |
$380K - $451K
|
5.67K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29+ 1.09% |
$12.1K - $14.3K
|
2.69K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8+ 1.28% |
$3.33K - $3.95K
|
633
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.91K+ 15.24% |
$794K - $943K
|
14.4K
$7.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 55.56% |
$4.16K - $4.94K
|
28
$15.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
12.9KNew |
$5.37M - $6.37M
|
12.9K
$7.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.16K+ 5.27% |
$900K - $1.07M
|
43.2K
$23.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.74K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.34% |
$9.99K - $11.9K
|
7.03K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.75% |
$2.5K - $2.96K
|
805
$441K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.83K - $6.92K
|
14
$7.67K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
25+ 2.07% |
$10.4K - $12.4K
|
1.23K
$675K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8- 1.5% |
$3.33K - $3.95K
|
526
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 400.0% |
$4.99K - $5.93K
|
15
$8.22K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
195New |
$81.1K - $96.3K
|
195
$107K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11.4K+ 44.58% |
$4.74M - $5.63M
|
36.9K
$20.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
302+ 0.52% |
$126K - $149K
|
58.1K
$31.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129+ 7.7% |
$53.7K - $63.7K
|
1.81K
$989K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
443New |
$184K - $219K
|
443
$243K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
435New |
$181K - $215K
|
435
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-959- 18.04% |
$399K - $474K
|
4.36K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-79- 14.77% |
$32.9K - $39K
|
456
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-19- 1.35% |
$7.91K - $9.39K
|
1.39K
$762K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-9.01K- 54.85% |
$3.75M - $4.45M
|
7.42K
$4.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-54- 50.0% |
$22.5K - $26.7K
|
54
$29.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
18+ 2.34% |
$7.49K - $8.89K
|
787
$431K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-8- 0.68% |
$3.33K - $3.95K
|
1.17K
$642K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.66K+ 4.89% |
$1.94M - $2.3M
|
99.8K
$54.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
314+ 3.06% |
$131K - $155K
|
10.6K
$5.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-80- 0.58% |
$33.3K - $39.5K
|
13.6K
$7.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
211+ 7.38% |
$87.8K - $104K
|
3.07K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
6+ 3.51% |
$2.5K - $2.96K
|
177
$97K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
137+ 34.0% |
$57K - $67.7K
|
540
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 8.81% |
$22.5K - $26.7K
|
667
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-276- 24.4% |
$115K - $136K
|
855
$468K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-378- 15.94% |
$157K - $187K
|
1.99K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-320- 6.82% |
$133K - $158K
|
4.38K
$2.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
57.1K+ 42.18% |
$23.8M - $28.2M
|
193K
$105M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
479New |
$199K - $237K
|
479
$262K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
790+ 8.74% |
$329K - $390K
|
9.83K
$5.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-16- 1.2% |
$6.66K - $7.9K
|
1.32K
$722K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.74K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 0.38% |
$3.75K - $4.45K
|
2.38K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
39+ 0.62% |
$16.2K - $19.3K
|
6.32K
$3.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
50+ 1.44% |
$20.8K - $24.7K
|
3.53K
$1.93M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
137+ 1.35% |
$57K - $67.7K
|
10.3K
$5.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8- 0.41% |
$3.33K - $3.95K
|
1.92K
$1.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.21K+ 31.22% |
$504K - $598K
|
5.09K
$2.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.67K+ 6.9% |
$1.94M - $2.3M
|
72.3K
$39.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
543+ 9.4% |
$226K - $268K
|
6.32K
$3.46M
|