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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
423New |
$199K - $233K
|
423
$218K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
995New |
$469K - $548K
|
995
$514K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.2% |
$2.36K - $2.75K
|
2.55K
$1.32M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 2.38% |
$4.71K - $5.51K
|
410
$212K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
27New |
$12.7K - $14.9K
|
27
$13.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$1.41K - $1.65K
|
3
$1.55K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-228- 23.97% |
$107K - $126K
|
723
$373K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$943 - $1.1K
|
2
$1.03K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
27New |
$12.7K - $14.9K
|
27
$13.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
21New |
$9.9K - $11.6K
|
21
$10.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
363New |
$171K - $200K
|
363
$187K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
495New |
$233K - $273K
|
495
$255K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-92- 15.21% |
$43.4K - $50.7K
|
513
$265K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-612- 15.79% |
$288K - $337K
|
3.27K
$1.69M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
682New |
$321K - $376K
|
682
$352K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
1.9KNew |
$894K - $1.05M
|
1.9K
$980K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
191+ 13.58% |
$90K - $105K
|
1.6K
$824K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
42New |
$19.8K - $23.1K
|
42
$21.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-56- 0.99% |
$26.4K - $30.8K
|
5.58K
$2.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.26K+ 84.53% |
$1.06M - $1.24M
|
4.93K
$2.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
416New |
$196K - $229K
|
416
$215K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
2.14K+ 405.49% |
$1.01M - $1.18M
|
2.67K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.18KNew |
$3.38M - $3.95M
|
7.18K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-75.7K- 2.16% |
$35.7M - $41.7M
|
3.43M
$1.77B
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-213- 2.49% |
$100K - $117K
|
8.33K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integral Health Asset Management, LLC
|
BUY
|
- |
40KNew |
$18.9M - $22M
|
40K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-411- 6.59% |
$194K - $226K
|
5.83K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 6.38% |
$4.24K - $4.96K
|
150
$77.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
400New |
$189K - $220K
|
400
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-34- 3.24% |
$16K - $18.7K
|
1.02K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
7.58KNew |
$3.57M - $4.17M
|
7.58K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
253+ 22.63% |
$119K - $139K
|
1.37K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
769+ 167.9% |
$362K - $423K
|
1.23K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
8.95K+ 33.21% |
$4.22M - $4.93M
|
35.9K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.04% |
$471 - $551
|
2.53K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.33KNew |
$628K - $733K
|
1.33K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
252+ 12.56% |
$119K - $139K
|
2.26K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-482- 17.98% |
$227K - $265K
|
2.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
935New |
$441K - $515K
|
935
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
400New |
$189K - $220K
|
400
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-3.3K- 89.19% |
$1.56M - $1.82M
|
400
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-118- 10.72% |
$55.6K - $65K
|
983
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
596New |
$281K - $328K
|
596
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-2.2K- 68.75% |
$1.04M - $1.21M
|
1K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
405New |
$191K - $223K
|
405
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
870New |
$410K - $479K
|
870
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
576New |
$271K - $317K
|
576
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
170+ 36.64% |
$80.1K - $93.6K
|
634
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 20.0% |
$943 - $1.1K
|
12
$6.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
17+ 1700.0% |
$8.01K - $9.36K
|
18
$9.29K
|