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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
35+ 7.11% |
$16.7K - $21.4K
|
527
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
296+ 54.61% |
$141K - $181K
|
838
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
PUT |
-600- 66.67% |
$286K - $366K
|
300
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.05% |
$47.7K - $61K
|
201K
$104M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.79KNew |
$853K - $1.09M
|
1.79K
$923K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-7- 0.26% |
$3.34K - $4.27K
|
2.71K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
338+ 15.55% |
$161K - $206K
|
2.51K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.3K- 32.05% |
$6.82M - $8.74M
|
30.3K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.8K+ 2.19% |
$859K - $1.1M
|
84.1K
$43.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
707+ 66.14% |
$337K - $432K
|
1.78K
$917K
|
|
|
Apr 30, 2025
Q1 2025
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
386+ 23.52% |
$184K - $236K
|
2.03K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
800+ 72.73% |
$381K - $488K
|
1.9K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
95+ 4.16% |
$45.3K - $58K
|
2.38K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
884+ 10.96% |
$421K - $540K
|
8.95K
$4.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
475New |
$226K - $290K
|
475
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 8.28% |
$479K - $614K
|
13.2K
$6.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
761+ 5.23% |
$363K - $465K
|
15.3K
$7.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.29K+ 18.16% |
$1.57M - $2.01M
|
21.4K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
166+ 26.06% |
$79.1K - $101K
|
803
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.88K- 21.86% |
$894K - $1.15M
|
6.71K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
285+ 42.6% |
$136K - $174K
|
954
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
190+ 43.48% |
$90.6K - $116K
|
627
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 1.94% |
$4.29K - $5.49K
|
474
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
54New |
$25.7K - $33K
|
54
$27.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-71.7K- 35.96% |
$34.2M - $43.8M
|
128K
$65.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55+ 1.57% |
$26.2K - $33.6K
|
3.56K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-116- 12.66% |
$55.3K - $70.8K
|
800
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
232New |
$111K - $142K
|
232
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
27New |
$12.9K - $16.5K
|
27
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
18+ 3.66% |
$8.58K - $11K
|
510
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
27+ 2.51% |
$12.9K - $16.5K
|
1.1K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-37- 5.43% |
$17.6K - $22.6K
|
645
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 7.89% |
$2.86K - $3.66K
|
70
$36.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-21- 63.64% |
$10K - $12.8K
|
12
$6.19K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 27.27% |
$7.15K - $9.16K
|
70
$36.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13+ 1.27% |
$6.2K - $7.94K
|
1.04K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-10- 1.79% |
$4.77K - $6.1K
|
549
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 15.38% |
$953 - $1.22K
|
15
$7.74K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 0.46% |
$1.25M - $1.6M
|
567K
$293M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
51+ 9.7% |
$24.3K - $31.1K
|
577
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-44- 2.29% |
$21K - $26.9K
|
1.88K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-903- 96.78% |
$430K - $551K
|
30
$15.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
43+ 614.29% |
$20.5K - $26.2K
|
50
$25.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-4.3K- 13.41% |
$2.05M - $2.62M
|
27.7K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-458- 4.56% |
$218K - $280K
|
9.58K
$4.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30New |
$14.3K - $18.3K
|
30
$15.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-7.67K- 5.91% |
$3.65M - $4.68M
|
122K
$63M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
71+ 6.89% |
$33.8K - $43.3K
|
1.1K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-34- 4.02% |
$16.2K - $20.8K
|
811
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.97K- 10.72% |
$937K - $1.2M
|
16.4K
$8.45M
|