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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.07K+ 101.73% |
$1.92M - $2.24M
|
8.06K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Seilern Investment Management LTD
London, X0 |
BUY
|
- |
158KNew |
$74.5M - $87M
|
158K
$77.9M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
860New |
$405K - $474K
|
860
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
309+ 0.84% |
$146K - $170K
|
37.2K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-21- 3.27% |
$9.9K - $11.6K
|
621
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-160- 13.94% |
$75.4K - $88.1K
|
988
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.48K- 5.51% |
$695K - $812K
|
25.3K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 6.94% |
$14.1K - $16.5K
|
402
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 7.95% |
$18.9K - $22K
|
543
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-120- 5.77% |
$56.6K - $66.1K
|
1.96K
$965K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
254+ 10.67% |
$120K - $140K
|
2.64K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-3.06K- 15.16% |
$1.44M - $1.69M
|
17.1K
$8.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 1.76% |
$12.3K - $14.3K
|
1.51K
$741K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.82K+ 89.87% |
$1.8M - $2.1M
|
8.06K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2+ 0.25% |
$943 - $1.1K
|
816
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 1.13% |
$943 - $1.1K
|
175
$86.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
13+ 0.56% |
$6.13K - $7.16K
|
2.33K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.28% |
$26.9K - $31.4K
|
20.6K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
168+ 4.37% |
$79.2K - $92.5K
|
4.02K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3New |
$1.41K - $1.65K
|
3
$1.48K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
52+ 1.43% |
$24.5K - $28.6K
|
3.69K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.2K+ 63.9% |
$1.51M - $1.76M
|
8.21K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
168+ 1.84% |
$79.2K - $92.5K
|
9.29K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-45- 0.88% |
$21.2K - $24.8K
|
5.05K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.15K- 5.16% |
$2.43M - $2.83M
|
94.6K
$46.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
800+ 1.21% |
$377K - $440K
|
66.9K
$33M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
974+ 71.46% |
$459K - $536K
|
2.34K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.46K+ 21.69% |
$1.63M - $1.9M
|
19.4K
$9.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-211- 0.24% |
$99.4K - $116K
|
87K
$42.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-302- 3.65% |
$142K - $166K
|
7.97K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1+ 0.01% |
$471 - $551
|
16.8K
$8.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
487+ 7.78% |
$230K - $268K
|
6.74K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 2.48% |
$45.7K - $53.4K
|
4K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-40- 2.88% |
$18.9K - $22K
|
1.35K
$665K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19- 18.45% |
$8.95K - $10.5K
|
84
$41.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
36.4KNew |
$17.2M - $20.1M
|
36.4K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 9.19% |
$24K - $28.1K
|
606
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-91- 2.17% |
$42.9K - $50.1K
|
4.1K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.21K+ 49.72% |
$1.04M - $1.22M
|
6.66K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
629New |
$296K - $346K
|
629
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-355- 1.61% |
$167K - $195K
|
21.7K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
121+ 98.37% |
$57K - $66.6K
|
244
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
97+ 3.44% |
$45.7K - $53.4K
|
2.91K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
522+ 5.32% |
$246K - $287K
|
10.3K
$5.09M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
221+ 27.08% |
$104K - $122K
|
1.04K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-79- 15.34% |
$37.2K - $43.5K
|
436
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.23K+ 9.24% |
$579K - $677K
|
14.5K
$7.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
32+ 3.98% |
$15.1K - $17.6K
|
837
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
297+ 46.92% |
$140K - $164K
|
930
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.04% |
$471 - $551
|
2.79K
$1.37M
|