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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
163+ 1.78% |
$59.7K - $72.6K
|
9.3K
$5.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
1.1KNew |
$403K - $490K
|
1.1K
$655K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.68K- 50.13% |
$615K - $747K
|
1.67K
$995K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14+ 1.23% |
$5.13K - $6.23K
|
1.15K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6New |
$2.2K - $2.67K
|
6
$3.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
21New |
$7.69K - $9.35K
|
21
$12.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-12- 52.17% |
$4.4K - $5.34K
|
11
$6.55K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
10New |
$3.66K - $4.45K
|
10
$5.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$30.8K - $37.4K
|
84
$50K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
338+ 5.53% |
$124K - $150K
|
6.45K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 10.2% |
$1.83K - $2.23K
|
54
$32.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-15- 21.43% |
$5.5K - $6.68K
|
55
$32.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
450New |
$165K - $200K
|
450
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
224New |
$82.1K - $99.7K
|
224
$133K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-93- 4.53% |
$34.1K - $41.4K
|
1.96K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
28New |
$10.3K - $12.5K
|
28
$16.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-76- 11.52% |
$27.8K - $33.8K
|
584
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
PUT |
50KNew |
$18.3M - $22.3M
|
50K
$29.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-180- 22.99% |
$65.9K - $80.1K
|
603
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 2.5% |
$366 - $445
|
41
$24.4K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6- 0.13% |
$2.2K - $2.67K
|
4.65K
$2.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
494+ 63.5% |
$181K - $220K
|
1.27K
$758K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 11.11% |
$1.83K - $2.23K
|
40
$23.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-14.1K- 19.3% |
$5.15M - $6.26M
|
58.8K
$35M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-69.2K- 34.6% |
$25.3M - $30.8M
|
131K
$77.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
11New |
$4.03K - $4.9K
|
11
$6.55K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5+ 0.69% |
$1.83K - $2.23K
|
733
$437K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
23+ 3.41% |
$8.43K - $10.2K
|
697
$415K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-179- 27.8% |
$65.6K - $79.7K
|
465
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 1433.33% |
$15.8K - $19.1K
|
46
$27.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
53New |
$19.4K - $23.6K
|
53
$31.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
100+ 22.03% |
$36.6K - $44.5K
|
554
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
17.5K+ 35.85% |
$6.43M - $7.81M
|
66.5K
$39.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-120Closed |
$44K - $53.4K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 415.38% |
$19.8K - $24K
|
67
$39.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.84% |
$733 - $890
|
235
$140K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
67.5KNew |
$24.7M - $30M
|
67.5K
$40.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
101+ 12.9% |
$37K - $45K
|
884
$526K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27+ 385.71% |
$9.89K - $12K
|
34
$20.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-60- 33.33% |
$22K - $26.7K
|
120
$71.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
CALL |
2.2K+ 110.0% |
$806K - $979K
|
4.2K
$2.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.29% |
$2.2K - $2.67K
|
2.09K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
700New |
$256K - $312K
|
700
$417K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
492New |
$180K - $219K
|
492
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
464New |
$170K - $207K
|
464
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
11KNew |
$4.03M - $4.9M
|
11K
$6.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
60+ 3.4% |
$22K - $26.7K
|
1.83K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 8.21% |
$4.03K - $4.9K
|
123
$73.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 7.3% |
$4.76K - $5.79K
|
191
$114K
|