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 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
183+ 183.0% |
$41.8K - $49.9K
|
283
$153K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-105Closed |
$24K - $28.7K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-13Closed |
$2.97K - $3.55K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-258Closed |
$58.9K - $70.4K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-299Closed |
$68.3K - $81.6K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-28Closed |
$6.39K - $7.64K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-333Closed |
$76K - $90.9K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-455Closed |
$104K - $124K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-459Closed |
$105K - $125K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-1.55KClosed |
$353K - $422K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$22.8K - $27.3K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-27Closed |
$6.16K - $7.37K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.39KClosed |
$316K - $378K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
Fcf Advisors LLC
|
SELL
|
- |
-2.66KClosed |
$608K - $727K
|
0
$0
|
|
Q4 2020 | |||||||
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
40+ 666.67% |
$8.89K - $10.9K
|
46
$24.9K
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3New |
$667 - $818
|
3
$1.63K
|
|
Feb 16, 2021
Q4 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-623Closed |
$139K - $170K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-2KClosed |
$445K - $545K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
100+ 100.0% |
$22.2K - $27.3K
|
200
$108K
|
|
Feb 08, 2021
Q4 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-350Closed |
$77.8K - $95.4K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-26Closed |
$5.78K - $7.09K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-27Closed |
$6K - $7.36K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-1.03KClosed |
$229K - $281K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-1.2KClosed |
$229K - $306K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-600Closed |
$114K - $153K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-3KClosed |
$571K - $765K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-75Closed |
$14.3K - $19.1K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-28Closed |
$5.33K - $7.14K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-631Closed |
$120K - $161K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7Closed |
$1.33K - $1.79K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-79Closed |
$15K - $20.1K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
SELL
|
- |
-8.6KClosed |
$1.64M - $2.19M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
SELL
|
- |
-3Closed |
$571 - $765
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-32Closed |
$6.09K - $8.16K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-384Closed |
$73.1K - $97.9K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-20Closed |
$3.81K - $5.1K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-15Closed |
$2.86K - $3.83K
|
0
$0
|
|
Q2 2020 | |||||||
Oct 02, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.74KClosed |
$1.18M - $1.53M
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-73- 4.94% |
$11.2K - $14.4K
|
1.4K
$761K
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-5Closed |
$764 - $988
|
0
$0
|
|
Feb 10, 2021
Q2 2020
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.34KClosed |
$510K - $660K
|
0
$0
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$15.3K - $19.8K
|
100
$54.2K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-244Closed |
$37.3K - $48.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.17KClosed |
$179K - $232K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-11Closed |
$1.68K - $2.17K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-14.8KClosed |
$2.26M - $2.92M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Css LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$168K - $217K
|
1.1K
$596K
|
|
Aug 07, 2020
Q2 2020
|
Discovery Value Fund
Singapore, U0 |
SELL
|
- |
-17KClosed |
$2.6M - $3.37M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.89KClosed |
$594K - $768K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-10Closed |
$1.53K - $1.98K
|
0
$0
|