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 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
700New |
$330K - $385K
|
700
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
700New |
$330K - $385K
|
700
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-56- 8.01% |
$26.4K - $30.8K
|
643
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
40+ 2.71% |
$18.9K - $22K
|
1.52K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
860New |
$405K - $474K
|
860
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 6.94% |
$14.1K - $16.5K
|
402
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 1.13% |
$943 - $1.1K
|
175
$90.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3New |
$1.41K - $1.65K
|
3
$1.55K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.46K+ 21.69% |
$1.63M - $1.9M
|
19.4K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19- 18.45% |
$8.95K - $10.5K
|
84
$43.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
121+ 98.37% |
$57K - $66.6K
|
244
$126K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.47% |
$943 - $1.1K
|
424
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-331- 8.4% |
$156K - $182K
|
3.61K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$12.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-35- 58.33% |
$16.5K - $19.3K
|
25
$12.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
14New |
$6.6K - $7.71K
|
14
$7.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 7.11% |
$13.7K - $16K
|
437
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.64KNew |
$772K - $902K
|
1.64K
$845K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
12+ 1.24% |
$5.66K - $6.61K
|
977
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
600+ 96.62% |
$283K - $330K
|
1.22K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$32.5K - $38K
|
69
$35.6K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 2.91% |
$2.83K - $3.3K
|
200
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 3.6% |
$3.77K - $4.4K
|
214
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$12.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-10- 9.62% |
$4.71K - $5.51K
|
94
$48.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-50- 3.5% |
$23.6K - $27.5K
|
1.38K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-29- 6.36% |
$13.7K - $16K
|
427
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.22K- 97.36% |
$1.04M - $1.22M
|
60
$31K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-25- 5.42% |
$11.8K - $13.8K
|
436
$225K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
34+ 5.99% |
$16K - $18.7K
|
602
$311K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
35New |
$16.5K - $19.3K
|
35
$18.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-481- 42.98% |
$227K - $265K
|
638
$329K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
12New |
$5.66K - $6.61K
|
12
$6.19K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-549Closed |
$228K - $271K
|
0
$0
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
7.26K+ 34.69% |
$3.02M - $3.59M
|
28.2K
$14.5M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.26K+ 154.48% |
$1.36M - $1.61M
|
5.37K
$2.77M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
50+ 5.56% |
$20.8K - $24.7K
|
950
$490K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
908New |
$378K - $449K
|
908
$469K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
210New |
$87.4K - $104K
|
210
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-60- 89.55% |
$25K - $29.6K
|
7
$3.61K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 17.24% |
$2.08K - $2.47K
|
34
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 99.97% |
$4.58M - $5.43M
|
3
$1.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-64- 8.38% |
$26.6K - $31.6K
|
700
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-50- 4.85% |
$20.8K - $24.7K
|
980
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4+ 0.73% |
$1.66K - $1.98K
|
552
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
900New |
$375K - $445K
|
900
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
1.3KNew |
$542K - $643K
|
1.3K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
168+ 9.39% |
$69.9K - $83K
|
1.96K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
16.5K+ 147.32% |
$6.87M - $8.15M
|
27.7K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-11.2K- 2.57% |
$4.64M - $5.51M
|
424K
$219M
|
|