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, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2.21K+ 3.76% |
$572K - $749K
|
61.1K
$31.5M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
17+ 1.54% |
$4.39K - $5.75K
|
1.12K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
613New |
$158K - $207K
|
613
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8- 0.8% |
$2.07K - $2.71K
|
987
$509K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
42New |
$10.9K - $14.2K
|
42
$21.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
39+ 125.81% |
$10.1K - $13.2K
|
70
$36.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
448+ 7.17% |
$116K - $152K
|
6.69K
$3.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-152- 4.8% |
$39.3K - $51.4K
|
3.02K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
639New |
$165K - $216K
|
639
$330K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.25KClosed |
$1.49M - $1.86M
|
0
$0
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-600Closed |
$171K - $213K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
94New |
$26.7K - $33.4K
|
94
$48.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-177- 27.4% |
$50.3K - $62.8K
|
469
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 1.52% |
$1.71K - $2.13K
|
401
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.14KNew |
$323K - $403K
|
1.14K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
3.8KNew |
$1.08M - $1.35M
|
3.8K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
463+ 10.15% |
$132K - $164K
|
5.03K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
8.35KNew |
$2.38M - $2.96M
|
8.35K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
217New |
$61.7K - $77K
|
217
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Snow Lake Management LP
Menlo Park, CA |
BUY
|
- |
5KNew |
$1.42M - $1.77M
|
5K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
50+ 100.0% |
$14.2K - $17.7K
|
100
$51.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30.6K+ 2237.82% |
$8.7M - $10.9M
|
32K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
73+ 5.36% |
$20.8K - $25.9K
|
1.43K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.38KNew |
$677K - $845K
|
2.38K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
41.5KNew |
$11.8M - $14.7M
|
41.5K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
207+ 34.5% |
$58.9K - $73.5K
|
807
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
33.3KNew |
$9.46M - $11.8M
|
33.3K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-726- 38.19% |
$206K - $258K
|
1.18K
$606K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
704New |
$200K - $250K
|
704
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
84+ 6.73% |
$23.9K - $29.8K
|
1.33K
$688K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-323- 1.65% |
$91.8K - $115K
|
19.2K
$9.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
20New |
$5.69K - $7.1K
|
20
$10.3K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-21- 6.6% |
$5.97K - $7.45K
|
297
$153K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
683+ 2.74% |
$194K - $242K
|
25.6K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
707New |
$201K - $251K
|
707
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.42KNew |
$404K - $504K
|
1.42K
$733K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
341New |
$97K - $121K
|
341
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
14+ 1.91% |
$3.98K - $4.97K
|
746
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
196+ 19.08% |
$55.7K - $69.6K
|
1.22K
$631K
|
|
|
Nov 08, 2023
Q3 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-4.78K- 21.4% |
$1.36M - $1.7M
|
17.5K
$9.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 16.67% |
$284 - $355
|
5
$2.58K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-111- 0.58% |
$31.6K - $39.4K
|
18.9K
$9.74M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
611KNew |
$174M - $217M
|
611K
$316M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-947- 7.95% |
$269K - $336K
|
11K
$5.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21New |
$5.97K - $7.45K
|
21
$10.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.94KNew |
$551K - $688K
|
1.94K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
BUY
|
- |
2KNew |
$569K - $711K
|
2K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
19.6KNew |
$5.57M - $6.96M
|
19.6K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
9New |
$2.56K - $3.19K
|
9
$4.65K
|
|
|
Oct 30, 2023
Q3 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
20.8KNew |
$5.9M - $7.37M
|
20.8K
$10.7M
|
|