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 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
178+ 3.52% |
$84.8K - $109K
|
5.23K
$2.7M
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$3.81K - $4.88K
|
1.46K
$752K
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
112+ 2.47% |
$53.4K - $68.4K
|
4.65K
$2.4M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-181- 36.35% |
$86.3K - $110K
|
317
$164K
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
7K+ 233.33% |
$3.34M - $4.27M
|
10K
$5.16M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
179+ 7.13% |
$85.3K - $109K
|
2.69K
$1.39M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-125- 7.4% |
$59.6K - $76.3K
|
1.56K
$807K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-55- 2.63% |
$26.2K - $33.6K
|
2.03K
$1.05M
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
2.38K+ 3.28% |
$1.14M - $1.45M
|
75K
$38.7M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-94- 9.49% |
$44.8K - $57.4K
|
896
$462K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 12.91% |
$33.8K - $43.3K
|
621
$321K
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
24+ 2.06% |
$11.4K - $14.7K
|
1.19K
$614K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.03K+ 17.04% |
$491K - $629K
|
7.07K
$3.65M
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-38- 4.82% |
$18.1K - $23.2K
|
751
$388K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.59KNew |
$758K - $971K
|
1.59K
$821K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 25.0% |
$953 - $1.22K
|
6
$3.1K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-74- 9.31% |
$35.3K - $45.2K
|
721
$372K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
115+ 3.13% |
$54.8K - $70.2K
|
3.79K
$1.95M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
927+ 10.55% |
$442K - $566K
|
9.71K
$5.01M
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
20+ 1.82% |
$9.53K - $12.2K
|
1.12K
$576K
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
403+ 8.14% |
$192K - $246K
|
5.35K
$2.76M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.45K- 4.36% |
$692K - $886K
|
31.8K
$16.4M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
83+ 21.17% |
$39.6K - $50.7K
|
475
$245K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
61+ 1.9% |
$29.1K - $37.2K
|
3.28K
$1.69M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
235+ 8.41% |
$112K - $143K
|
3.03K
$1.56M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6+ 1.23% |
$2.86K - $3.66K
|
493
$254K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
30+ 6.94% |
$14.3K - $18.3K
|
462
$238K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 3.07% |
$1.06M - $1.36M
|
75.1K
$38.8M
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.56% |
$2.86K - $3.66K
|
1.06K
$546K
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
255+ 23.83% |
$122K - $156K
|
1.33K
$684K
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
300+ 0.87% |
$143K - $183K
|
34.8K
$18M
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
50+ 1.02% |
$23.8K - $30.5K
|
4.93K
$2.54M
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.26K+ 514.35% |
$1.55M - $1.99M
|
3.9K
$2.01M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
573+ 23.02% |
$273K - $350K
|
3.06K
$1.58M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 139.93% |
$576K - $738K
|
2.07K
$1.07M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
317+ 11.98% |
$151K - $194K
|
2.96K
$1.53M
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
243+ 38.88% |
$116K - $148K
|
868
$448K
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
19+ 0.75% |
$9.06K - $11.6K
|
2.56K
$1.32M
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-88- 2.22% |
$41.9K - $53.7K
|
3.87K
$2M
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-100- 12.5% |
$47.7K - $61K
|
700
$361K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-143- 1.18% |
$68.2K - $87.3K
|
12K
$6.19M
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-432- 98.63% |
$206K - $264K
|
6
$3.1K
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-31- 20.0% |
$14.8K - $18.9K
|
124
$64K
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
40+ 3.97% |
$19.1K - $24.4K
|
1.05K
$541K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 6.44% |
$19.5K - $25K
|
678
$350K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
75+ 2.35% |
$35.7K - $45.8K
|
3.27K
$1.69M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-22- 3.63% |
$10.5K - $13.4K
|
584
$301K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
583+ 23.12% |
$278K - $356K
|
3.11K
$1.6M
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-22- 0.54% |
$10.5K - $13.4K
|
4.02K
$2.07M
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
164+ 31.48% |
$78.2K - $100K
|
685
$354K
|