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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
377New |
$107K - $134K
|
377
$204K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$1.99K - $2.48K
|
7
$3.79K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-305- 5.46% |
$86.7K - $108K
|
5.28K
$2.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33+ 63.46% |
$9.38K - $11.7K
|
85
$46.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1+ 0.11% |
$284 - $355
|
918
$498K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-39- 3.22% |
$11.1K - $13.8K
|
1.17K
$636K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8New |
$2.27K - $2.84K
|
8
$4.34K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
198+ 9.1% |
$56.3K - $70.3K
|
2.37K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9- 0.99% |
$2.56K - $3.19K
|
900
$488K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
35New |
$9.95K - $12.4K
|
35
$19K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
14.8K+ 1231.2% |
$4.22M - $5.27M
|
16K
$8.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$2.56K - $3.19K
|
9
$4.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
380+ 32.53% |
$108K - $135K
|
1.55K
$839K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$569 - $710
|
2
$1.08K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
6.44K+ 15.88% |
$1.63M - $2.2M
|
47K
$25.5M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
53+ 6.2% |
$13.4K - $18.1K
|
908
$492K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.78K- 56.46% |
$2.23M - $3M
|
6.77K
$3.67M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
76+ 120.63% |
$19.3K - $26K
|
139
$75.4K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6Closed |
$1.52K - $2.05K
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-19.5K- 18.96% |
$4.93M - $6.65M
|
83.2K
$45.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
102New |
$25.9K - $34.9K
|
102
$55.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27New |
$6.85K - $9.23K
|
27
$14.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
660New |
$167K - $226K
|
660
$358K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.7KNew |
$3.73M - $5.03M
|
14.7K
$7.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
803New |
$204K - $275K
|
803
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
600New |
$152K - $205K
|
600
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.27K - $1.71K
|
5
$2.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-2K- 27.78% |
$507K - $684K
|
5.2K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
607New |
$154K - $208K
|
607
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
624New |
$158K - $213K
|
624
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5New |
$1.27K - $1.71K
|
5
$2.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
25New |
$6.34K - $8.55K
|
25
$13.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
27New |
$6.85K - $9.23K
|
27
$14.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2.35K+ 156.53% |
$595K - $803K
|
3.85K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-129- 10.79% |
$32.7K - $44.1K
|
1.07K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
12.6KNew |
$3.2M - $4.31M
|
12.6K
$6.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
1KNew |
$254K - $342K
|
1K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.05KNew |
$519K - $701K
|
2.05K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
15KNew |
$3.8M - $5.13M
|
15K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-32- 4.05% |
$8.11K - $10.9K
|
759
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.62KNew |
$411K - $554K
|
1.62K
$878K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
404+ 8.07% |
$102K - $138K
|
5.41K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-18.6KClosed |
$4.71M - $6.36M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.3K+ 318.14% |
$5.65M - $7.62M
|
29.3K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
41+ 1.67% |
$10.4K - $14K
|
2.5K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
SELL
|
- |
-28.7K- 25.47% |
$7.28M - $9.81M
|
84K
$45.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-63.9K- 7.54% |
$16.2M - $21.9M
|
784K
$425M
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
645+ 57.33% |
$164K - $221K
|
1.77K
$960K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
$19K - $25.6K
|
75
$40.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20- 0.22% |
$5.07K - $6.84K
|
9.18K
$4.98M
|
|