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 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 15.79% |
$2.5K - $2.96K
|
32
$16.5K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
424New |
$176K - $209K
|
424
$219K
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
423New |
$176K - $209K
|
423
$218K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.99% |
$2.08K - $2.47K
|
511
$264K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 90.0% |
$375K - $445K
|
100
$51.6K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
PUT |
-200- 5.71% |
$83.2K - $98.8K
|
3.3K
$1.7M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
216+ 32.1% |
$89.9K - $107K
|
889
$459K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
508New |
$211K - $251K
|
508
$262K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
419New |
$174K - $207K
|
419
$216K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
44+ 69.84% |
$18.3K - $21.7K
|
107
$55.2K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 5.71% |
$832 - $988
|
33
$17K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$734K - $871K
|
1.76K
$910K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$1.15M - $1.37M
|
2.78K
$1.43M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$416 - $494
|
1
$516
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 55.56% |
$4.16K - $4.94K
|
28
$14.5K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.83K - $6.92K
|
14
$7.23K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
195New |
$81.1K - $96.3K
|
195
$101K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.58K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3- 0.45% |
$1.25K - $1.48K
|
657
$339K
|
|
Q2 2024 | |||||||
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
486New |
$178K - $216K
|
486
$251K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-379- 42.39% |
$139K - $169K
|
515
$266K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
486New |
$178K - $216K
|
486
$251K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$1.03M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
40+ 5.43% |
$14.7K - $17.8K
|
777
$401K
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.19K+ 1041.74% |
$2.63M - $3.2M
|
7.88K
$4.07M
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
6K+ 35.29% |
$2.2M - $2.67M
|
23K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.16K- 64.86% |
$1.16M - $1.4M
|
1.71K
$883K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.15% |
$366 - $445
|
676
$349K
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
450New |
$165K - $200K
|
450
$232K
|
|
Aug 14, 2024
Q2 2024
|
Viking Global Investors LP
|
SELL
|
- |
-434K- 56.22% |
$159M - $193M
|
338K
$174M
|
|
Aug 14, 2024
Q2 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-12.5K- 33.33% |
$4.58M - $5.56M
|
25K
$12.9M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
473New |
$173K - $211K
|
473
$244K
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
732+ 13.29% |
$268K - $326K
|
6.24K
$3.22M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
1.1KNew |
$403K - $490K
|
1.1K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
125KNew |
$45.7M - $55.5M
|
125K
$64.4M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2+ 16.67% |
$733 - $890
|
14
$7.23K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.14KNew |
$419K - $509K
|
1.14K
$590K
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
541New |
$198K - $241K
|
541
$279K
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
9.29KNew |
$3.4M - $4.14M
|
9.29K
$4.8M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
456New |
$167K - $203K
|
456
$235K
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
521New |
$191K - $232K
|
521
$269K
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
500New |
$183K - $223K
|
500
$258K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
751New |
$275K - $334K
|
751
$388K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-199K- 0.66% |
$73M - $88.8M
|
30.1M
$15.5B
|
|
Aug 13, 2024
Q2 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
462New |
$169K - $206K
|
462
$238K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-14.6K- 99.99% |
$5.35M - $6.5M
|
2
$1.03K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-52- 0.66% |
$19K - $23.1K
|
7.87K
$4.06M
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-23.9K- 86.05% |
$8.76M - $10.6M
|
3.88K
$2M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
163+ 1.78% |
$59.7K - $72.6K
|
9.3K
$4.8M
|