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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-901- 35.58% |
$165K - $254K
|
1.63K
$842K
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
3.41KNew |
$625K - $961K
|
3.41K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
990New |
$181K - $279K
|
990
$511K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
10+ 18.18% |
$1.83K - $2.82K
|
65
$33.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-1.49K- 62.56% |
$273K - $421K
|
894
$461K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
783New |
$143K - $221K
|
783
$404K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
807New |
$148K - $227K
|
807
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
81+ 67.5% |
$14.8K - $22.8K
|
201
$104K
|
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-2.5K- 6.82% |
$458K - $705K
|
34.2K
$17.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Arnhold LLC
|
BUY
|
- |
800New |
$146K - $225K
|
800
$413K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-23- 0.55% |
$4.21K - $6.48K
|
4.17K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
950New |
$174K - $268K
|
950
$490K
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.99KNew |
$546K - $841K
|
2.99K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.5K- 18.87% |
$2.11M - $3.25M
|
49.5K
$25.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.03KNew |
$188K - $290K
|
1.03K
$531K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-135- 11.75% |
$24.7K - $38K
|
1.01K
$523K
|
|
|
Feb 02, 2023
Q4 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.6K- 5.62% |
$476K - $733K
|
43.7K
$22.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
87+ 3.32% |
$15.9K - $24.5K
|
2.71K
$1.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
141New |
$25.8K - $39.7K
|
141
$72.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$189K - $292K
|
1.04K
$534K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
22+ 244.44% |
$4.03K - $6.2K
|
31
$16K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-78- 89.66% |
$14.3K - $22K
|
9
$4.65K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
51+ 1.0% |
$9.34K - $14.4K
|
5.17K
$2.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
900New |
$165K - $254K
|
900
$465K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
100New |
$18.3K - $28.2K
|
100
$51.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
900New |
$165K - $254K
|
900
$465K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
25+ 2.0% |
$4.58K - $7.04K
|
1.27K
$658K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-220- 29.33% |
$40.3K - $62K
|
530
$274K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
21+ 77.78% |
$3.84K - $5.92K
|
48
$24.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2New |
$366 - $563
|
2
$1.03K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
2New |
$366 - $563
|
2
$1.03K
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
866New |
$159K - $244K
|
866
$447K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.58KNew |
$290K - $446K
|
1.58K
$818K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 4.25% |
$4.39K - $6.76K
|
541
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.1K- 2.96% |
$202K - $311K
|
36.1K
$18.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
110+ 183.33% |
$20.1K - $31K
|
170
$87.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3New |
$549 - $845
|
3
$1.55K
|
|
|
Jan 20, 2023
Q4 2022
|
Sturgeon Ventures LLP
|
BUY
|
- |
5.48K+ 55.31% |
$1M - $1.54M
|
15.4K
$7.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
90New |
$16.5K - $25.4K
|
90
$46.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
12New |
$2.2K - $3.38K
|
12
$6.19K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-225- 1.79% |
$41.2K - $63.4K
|
12.4K
$6.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
62New |
$11.3K - $17.5K
|
62
$32K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.71K+ 5.51% |
$313K - $482K
|
32.7K
$16.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
21New |
$3.84K - $5.92K
|
21
$10.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$2.93K - $4.51K
|
16
$8.26K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 4.22% |
$1.83K - $2.82K
|
247
$127K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
11New |
$2.01K - $3.1K
|
11
$5.68K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
99New |
$18.1K - $27.9K
|
99
$51.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
48New |
$8.79K - $13.5K
|
48
$24.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-75Closed |
$14K - $18.2K
|
0
$0
|
|