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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-2.87K- 76.35% |
$743K - $972K
|
890
$482K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
36+ 4.0% |
$9.31K - $12.2K
|
936
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 4.84% |
$775 - $1.02K
|
59
$32K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
667New |
$172K - $226K
|
667
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-33.3K- 96.24% |
$8.6M - $11.3M
|
1.3K
$705K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-453- 24.26% |
$117K - $153K
|
1.41K
$767K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11New |
$2.84K - $3.72K
|
11
$5.96K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
112New |
$29K - $37.9K
|
112
$60.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 1.18% |
$6.46K - $8.46K
|
2.1K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
60New |
$15.5K - $20.3K
|
60
$32.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$311K - $407K
|
1.2K
$653K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
220+ 2.27% |
$56.9K - $74.4K
|
9.93K
$5.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.29K- 42.86% |
$334K - $438K
|
1.72K
$935K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$2.58K - $3.38K
|
10
$5.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.38K+ 45.91% |
$1.39M - $1.82M
|
17.1K
$9.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-200- 8.7% |
$51.7K - $67.7K
|
2.1K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-13K- 86.09% |
$3.36M - $4.4M
|
2.1K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 150.0% |
$11.6K - $15.2K
|
75
$40.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
675New |
$174K - $228K
|
675
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-300- 3.96% |
$77.5K - $102K
|
7.28K
$3.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
5New |
$1.29K - $1.69K
|
5
$2.71K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
145New |
$37.5K - $49.1K
|
145
$78.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-236- 5.62% |
$61K - $79.9K
|
3.96K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
363+ 14.25% |
$93.8K - $123K
|
2.91K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2.21K+ 3.76% |
$572K - $749K
|
61.1K
$33.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-116- 13.58% |
$30K - $39.3K
|
738
$400K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
17+ 1.54% |
$4.39K - $5.75K
|
1.12K
$608K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
613New |
$158K - $207K
|
613
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8- 0.8% |
$2.07K - $2.71K
|
987
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
42New |
$10.9K - $14.2K
|
42
$22.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
39+ 125.81% |
$10.1K - $13.2K
|
70
$37.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
448+ 7.17% |
$116K - $152K
|
6.69K
$3.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-152- 4.8% |
$39.3K - $51.4K
|
3.02K
$1.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
639New |
$165K - $216K
|
639
$346K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18+ 72.0% |
$4.65K - $6.09K
|
43
$23.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.72MNew |
$1.06B - $1.32B
|
3.72M
$2.01B
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100+ 1.27% |
$28.4K - $35.5K
|
8K
$4.34M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-600Closed |
$171K - $213K
|
0
$0
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.13KNew |
$320K - $400K
|
1.13K
$610K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
41.2K+ 64.98% |
$11.7M - $14.6M
|
105K
$56.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
94New |
$26.7K - $33.4K
|
94
$51K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 60.0% |
$853 - $1.06K
|
8
$4.34K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-177- 27.4% |
$50.3K - $62.8K
|
469
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 1.52% |
$1.71K - $2.13K
|
401
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.37KNew |
$1.81M - $2.26M
|
6.37K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.14KNew |
$323K - $403K
|
1.14K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
3.8KNew |
$1.08M - $1.35M
|
3.8K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-17.7K- 37.33% |
$5.04M - $6.29M
|
29.7K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
463+ 10.15% |
$132K - $164K
|
5.03K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
732New |
$208K - $260K
|
732
$397K
|
|