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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25- 2.79% |
$9.16K - $11.1K
|
872
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 1.24% |
$36.6K - $44.5K
|
7.99K
$4.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-8- 30.77% |
$2.93K - $3.56K
|
18
$9.76K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.09KNew |
$399K - $485K
|
1.09K
$590K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
8.02KNew |
$2.94M - $3.57M
|
8.02K
$4.35M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-13- 37.14% |
$4.76K - $5.79K
|
22
$11.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-287- 28.82% |
$105K - $128K
|
709
$384K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-69- 8.35% |
$25.3K - $30.7K
|
757
$410K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
5+ 0.81% |
$1.83K - $2.23K
|
624
$338K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
465New |
$170K - $207K
|
465
$252K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
25+ 5.26% |
$9.16K - $11.1K
|
500
$271K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
77+ 7.02% |
$28.2K - $34.3K
|
1.17K
$636K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7New |
$2.56K - $3.12K
|
7
$3.79K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-11- 17.74% |
$4.03K - $4.9K
|
51
$27.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-8- 1.28% |
$2.93K - $3.56K
|
616
$334K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
524New |
$192K - $233K
|
524
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 65.57% |
$44K - $53.4K
|
63
$34.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 5.88% |
$2.2K - $2.67K
|
108
$58.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
41+ 4.25% |
$15K - $18.2K
|
1.01K
$545K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
PUT |
500New |
$161K - $200K
|
500
$271K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-15- 1.38% |
$4.83K - $6.01K
|
1.08K
$583K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$517K - $643K
|
1.6K
$870K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$819K - $1.02M
|
2.54K
$1.38M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-90- 2.27% |
$29K - $36.1K
|
3.88K
$2.1M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
67New |
$21.6K - $26.8K
|
67
$36.3K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$322 - $401
|
3
$1.63K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
451New |
$145K - $181K
|
451
$244K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
700+ 1093.75% |
$225K - $280K
|
764
$414K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21New |
$6.76K - $8.41K
|
21
$11.4K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-67- 18.16% |
$21.6K - $26.8K
|
302
$164K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-31- 81.58% |
$9.99K - $12.4K
|
7
$3.79K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55New |
$17.7K - $22K
|
55
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
30New |
$9.66K - $12K
|
30
$16.3K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.7KNew |
$547K - $681K
|
1.7K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
21+ 3.25% |
$6.76K - $8.41K
|
668
$362K
|
|
|
May 15, 2024
Q1 2024
|
Marketfield Asset Management LLC
|
SELL
|
- |
-1K- 6.86% |
$323K - $401K
|
13.6K
$7.38M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-171- 88.14% |
$55.1K - $68.5K
|
23
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
29+ 3.96% |
$9.34K - $11.6K
|
761
$413K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.31KNew |
$2.03M - $2.53M
|
6.31K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-14- 2.22% |
$4.51K - $5.61K
|
618
$335K
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-3.88K- 2.38% |
$1.25M - $1.55M
|
159K
$86.1M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
40KNew |
$12.9M - $16M
|
40K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.88K+ 247.76% |
$605K - $752K
|
2.64K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-354- 1.77% |
$114K - $142K
|
19.7K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
11.3KNew |
$3.64M - $4.53M
|
11.3K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
3.46KNew |
$1.12M - $1.39M
|
3.46K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-717- 97.95% |
$231K - $287K
|
15
$8.13K
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
12KNew |
$3.87M - $4.81M
|
12K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
56+ 7.26% |
$18K - $22.4K
|
827
$448K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10New |
$3.22K - $4.01K
|
10
$5.42K
|
|