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 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.93K+ 662.39% |
$4.26M - $5.45M
|
10.3K
$5.3M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.35K- 5.51% |
$4.46M - $5.71M
|
160K
$82.8M
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-12- 1.27% |
$5.72K - $7.33K
|
935
$483K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.48K+ 4.73% |
$705K - $903K
|
32.7K
$16.9M
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-16- 0.45% |
$7.63K - $9.77K
|
3.52K
$1.81M
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3+ 0.69% |
$1.43K - $1.83K
|
436
$225K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.77KNew |
$1.32M - $1.69M
|
2.77K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-34- 0.45% |
$16.2K - $20.8K
|
7.55K
$3.9M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
151+ 4.77% |
$72K - $92.2K
|
3.32K
$1.71M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.01% |
$1.43K - $1.83K
|
152
$78.5K
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$953 - $1.22K
|
1.51K
$778K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
84+ 1.77% |
$40K - $51.3K
|
4.84K
$2.5M
|
|
Apr 22, 2025
Q1 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
16.4KNew |
$7.82M - $10M
|
16.4K
$8.47M
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
856New |
$408K - $523K
|
856
$442K
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5+ 0.34% |
$2.38K - $3.05K
|
1.47K
$759K
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.64K+ 425.91% |
$784K - $1M
|
2.03K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
250+ 5.94% |
$119K - $153K
|
4.46K
$2.3M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-623- 12.86% |
$297K - $380K
|
4.22K
$2.18M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-5- 1.2% |
$2.38K - $3.05K
|
412
$213K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
80+ 8.87% |
$38.1K - $48.8K
|
982
$507K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4- 1.81% |
$1.91K - $2.44K
|
217
$112K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
481New |
$229K - $294K
|
481
$248K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
28+ 2.78% |
$13.3K - $17.1K
|
1.04K
$535K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.44K+ 13.71% |
$1.16M - $1.49M
|
20.2K
$10.4M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-717- 1.34% |
$342K - $438K
|
52.7K
$27.2M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 4.84% |
$9.53K - $12.2K
|
433
$223K
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-11- 0.21% |
$5.24K - $6.71K
|
5.14K
$2.65M
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-2- 0.34% |
$953 - $1.22K
|
584
$301K
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-180- 60.0% |
$85.8K - $110K
|
120
$61.9K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
462New |
$220K - $282K
|
462
$238K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 0.56% |
$1.91K - $2.44K
|
716
$370K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
415New |
$198K - $253K
|
415
$214K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.6K+ 6.02% |
$762K - $976K
|
28.1K
$14.5M
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1- 5.26% |
$477 - $610
|
18
$9.29K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-365- 2.49% |
$174K - $223K
|
14.3K
$7.39M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.54% |
$1.43K - $1.83K
|
557
$288K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.94K- 15.49% |
$2.83M - $3.63M
|
32.4K
$16.7M
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-759- 27.97% |
$362K - $463K
|
1.96K
$1.01M
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 2.63% |
$5.24K - $6.71K
|
430
$222K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
39+ 1.4% |
$18.6K - $23.8K
|
2.82K
$1.46M
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.09K+ 34750.0% |
$994K - $1.27M
|
2.09K
$1.08M
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10New |
$4.77K - $6.1K
|
10
$5.16K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$953 - $1.22K
|
2.42K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.95KNew |
$928K - $1.19M
|
1.95K
$1M
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-91- 10.22% |
$43.4K - $55.6K
|
799
$412K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
241+ 24.85% |
$115K - $147K
|
1.21K
$625K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
395+ 8.84% |
$188K - $241K
|
4.86K
$2.51M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
71+ 13.2% |
$33.8K - $43.3K
|
609
$314K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.61K- 0.91% |
$765K - $980K
|
176K
$90.6M
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.05K+ 9.14% |
$501K - $642K
|
12.6K
$6.49M
|