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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
930New |
$209K - $252K
|
930
$480K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.97K+ 108.95% |
$668K - $806K
|
5.7K
$2.94M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.26MNew |
$1.63B - $1.97B
|
7.26M
$3.75B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18+ 24.32% |
$4.05K - $4.88K
|
92
$47.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$2.02K - $2.44K
|
3
$1.55K
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
7.84K+ 78.37% |
$1.76M - $2.13M
|
17.8K
$9.21M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.74% |
$1.35K - $1.63K
|
801
$413K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
50New |
$11.2K - $13.6K
|
50
$25.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 18.18% |
$450 - $543
|
9
$4.65K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.76K+ 897.52% |
$2.19M - $2.65M
|
10.8K
$5.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-4.07K- 46.86% |
$915K - $1.1M
|
4.61K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.1KNew |
$247K - $298K
|
1.1K
$568K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$674 - $814
|
3
$1.55K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
66+ 1650.0% |
$14.8K - $17.9K
|
70
$36.1K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-115- 0.53% |
$25.8K - $31.2K
|
21.8K
$11.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-21- 80.77% |
$4.72K - $5.7K
|
5
$2.58K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
40+ 2.07% |
$8.99K - $10.9K
|
1.97K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
17.8KNew |
$3.99M - $4.82M
|
17.8K
$9.17M
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
21New |
$3.84K - $5.92K
|
21
$10.8K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 33.33% |
$549 - $845
|
6
$3.1K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-699- 29.39% |
$128K - $197K
|
1.68K
$867K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.19KNew |
$217K - $335K
|
1.19K
$613K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
22.5KNew |
$4.12M - $6.34M
|
22.5K
$11.6M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.26KNew |
$230K - $354K
|
1.26K
$648K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
315New |
$57.7K - $88.7K
|
315
$163K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
72New |
$13.2K - $20.3K
|
72
$37.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.04KNew |
$374K - $576K
|
2.04K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
126+ 4.15% |
$23.1K - $35.5K
|
3.16K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
853New |
$156K - $240K
|
853
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2- 0.14% |
$366 - $563
|
1.47K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6+ 0.33% |
$1.1K - $1.69K
|
1.81K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Soleus Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-25.2K- 72.41% |
$4.61M - $7.1M
|
9.6K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
53.4KNew |
$9.78M - $15M
|
53.4K
$27.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2.7KNew |
$494K - $761K
|
2.7K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
10.9KNew |
$2M - $3.08M
|
10.9K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-287- 12.2% |
$52.5K - $80.9K
|
2.07K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-5.64K- 68.65% |
$1.03M - $1.59M
|
2.58K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
1.03KNew |
$188K - $289K
|
1.03K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
17.7KNew |
$3.24M - $4.99M
|
17.7K
$9.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-183- 10.36% |
$33.5K - $51.6K
|
1.58K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Health Cor Management, L.P.
New York, NY |
BUY
|
- |
5.75KNew |
$1.05M - $1.62M
|
5.75K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-8.54K- 29.69% |
$1.56M - $2.41M
|
20.2K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.92K+ 11927.59% |
$1.27M - $1.95M
|
6.98K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 96.96% |
$187K - $288K
|
32
$16.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1K+ 100.0% |
$200K - $309K
|
2.19K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.9K- 51.29% |
$349K - $536K
|
1.81K
$933K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-15- 0.76% |
$2.75K - $4.23K
|
1.95K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
1New |
$183 - $282
|
1
$516
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.66K- 58.74% |
$303K - $467K
|
1.16K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.81K- 41.54% |
$698K - $1.07M
|
5.37K
$2.77M
|
|