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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-312K- 99.8% |
$147M - $172M
|
616
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-158- 2.03% |
$74.5K - $87K
|
7.63K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 4.76% |
$47.1K - $55.1K
|
2K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
4.08K+ 27.44% |
$1.92M - $2.25M
|
18.9K
$9.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 2.89% |
$12.7K - $14.9K
|
962
$497K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
115KNew |
$54.4M - $63.6M
|
115K
$59.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-3.87K- 16.43% |
$1.83M - $2.13M
|
19.7K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-94- 14.14% |
$44.3K - $51.8K
|
571
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-4.38K- 50.01% |
$2.06M - $2.41M
|
4.38K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-177- 27.61% |
$83.4K - $97.5K
|
464
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
418New |
$197K - $230K
|
418
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-43- 2.25% |
$20.3K - $23.7K
|
1.87K
$963K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
412New |
$194K - $227K
|
412
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-88- 13.08% |
$41.5K - $48.5K
|
585
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-15- 3.08% |
$7.07K - $8.26K
|
472
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.23% |
$471 - $551
|
444
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13+ 1.86% |
$6.13K - $7.16K
|
713
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2- 0.17% |
$943 - $1.1K
|
1.14K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-31- 7.13% |
$14.6K - $17.1K
|
404
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Cibc Capital Markets (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13.7KNew |
$6.46M - $7.54M
|
13.7K
$7.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-270- 12.11% |
$127K - $149K
|
1.96K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 21.74% |
$118K - $138K
|
900
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-304- 32.34% |
$143K - $167K
|
636
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5+ 1.11% |
$2.36K - $2.75K
|
457
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
480New |
$226K - $264K
|
480
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30New |
$14.1K - $16.5K
|
30
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
PUT |
15KNew |
$7.07M - $8.26M
|
15K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
690New |
$325K - $380K
|
690
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
395New |
$186K - $217K
|
395
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-103- 2.35% |
$48.5K - $56.7K
|
4.29K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
44New |
$20.7K - $24.2K
|
44
$22.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-58- 4.84% |
$27.3K - $31.9K
|
1.14K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.2K- 25.37% |
$2.45M - $2.86M
|
15.3K
$7.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-119- 15.64% |
$56.1K - $65.5K
|
642
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-546- 19.57% |
$257K - $301K
|
2.24K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
31+ 6.51% |
$14.6K - $17.1K
|
507
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-900- 5.46% |
$424K - $496K
|
15.6K
$8.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8- 9.3% |
$3.77K - $4.4K
|
78
$40.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-16- 1.31% |
$7.54K - $8.81K
|
1.2K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
200New |
$94.3K - $110K
|
200
$103K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
154+ 9.28% |
$72.6K - $84.8K
|
1.81K
$936K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$1.89K - $2.2K
|
22
$11.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
72+ 300.0% |
$33.9K - $39.6K
|
96
$49.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-146- 5.37% |
$68.8K - $80.4K
|
2.57K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-7K- 10.12% |
$3.3M - $3.85M
|
62.2K
$32.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
390New |
$184K - $215K
|
390
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
45New |
$21.2K - $24.8K
|
45
$23.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 0.14% |
$471 - $551
|
725
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-227- 0.69% |
$107K - $125K
|
32.5K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-13- 1.82% |
$6.13K - $7.16K
|
700
$361K
|