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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
1.1KNew |
$403K - $490K
|
1.1K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6New |
$2.2K - $2.67K
|
6
$3.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
21New |
$7.69K - $9.35K
|
21
$10.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-12- 52.17% |
$4.4K - $5.34K
|
11
$5.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
10New |
$3.66K - $4.45K
|
10
$5.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$30.8K - $37.4K
|
84
$43.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
338+ 5.53% |
$124K - $150K
|
6.45K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 10.2% |
$1.83K - $2.23K
|
54
$27.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
450New |
$165K - $200K
|
450
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
224New |
$82.1K - $99.7K
|
224
$116K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-76- 11.52% |
$27.8K - $33.8K
|
584
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
PUT |
50KNew |
$18.3M - $22.3M
|
50K
$25.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-180- 22.99% |
$65.9K - $80.1K
|
603
$311K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 2.5% |
$366 - $445
|
41
$21.2K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6- 0.13% |
$2.2K - $2.67K
|
4.65K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 11.11% |
$1.83K - $2.23K
|
40
$20.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
11New |
$4.03K - $4.9K
|
11
$5.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5+ 0.69% |
$1.83K - $2.23K
|
733
$378K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
23+ 3.41% |
$8.43K - $10.2K
|
697
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-179- 27.8% |
$65.6K - $79.7K
|
465
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 1433.33% |
$15.8K - $19.1K
|
46
$23.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
53New |
$19.4K - $23.6K
|
53
$27.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-120Closed |
$44K - $53.4K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 415.38% |
$19.8K - $24K
|
67
$34.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
67.5KNew |
$24.7M - $30M
|
67.5K
$34.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-60- 33.33% |
$22K - $26.7K
|
120
$61.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
CALL |
2.2K+ 110.0% |
$806K - $979K
|
4.2K
$2.17M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
700New |
$256K - $312K
|
700
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
464New |
$170K - $207K
|
464
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 7.3% |
$4.76K - $5.79K
|
191
$98.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-200- 24.33% |
$73.3K - $89K
|
622
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
84.9KNew |
$31.1M - $37.8M
|
84.9K
$43.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 16.67% |
$733 - $890
|
14
$7.23K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-250- 33.33% |
$91.6K - $111K
|
500
$258K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 4.66% |
$15K - $18.2K
|
921
$475K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 11.76% |
$1.47K - $1.78K
|
38
$19.6K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
90New |
$33K - $40.1K
|
90
$46.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
58+ 69.88% |
$21.2K - $25.8K
|
141
$72.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
36+ 4.04% |
$13.2K - $16K
|
927
$478K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
34New |
$12.5K - $15.1K
|
34
$17.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-13- 2.12% |
$4.76K - $5.79K
|
600
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 2.68% |
$6.96K - $8.46K
|
727
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 1.94% |
$3.66K - $4.45K
|
506
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
13.3K+ 36.76% |
$4.87M - $5.92M
|
49.5K
$25.6M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$5.13K - $6.23K
|
14
$7.23K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
710New |
$260K - $316K
|
710
$366K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$110K - $134K
|
300
$155K
|
|
|
Jul 24, 2024
Q2 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-20K- 62.5% |
$7.33M - $8.9M
|
12K
$6.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.25KNew |
$823K - $1M
|
2.25K
$1.16M
|