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, 2021
Q2 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
PUT |
-300Closed |
$74.8K - $92.1K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$713K - $878K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-70Closed |
$17.4K - $21.5K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
122New |
$30.4K - $37.4K
|
122
$63K
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-5Closed |
$1.25K - $1.53K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wafra Inc.
New York, NY |
BUY
|
- |
743+ 1.48% |
$185K - $228K
|
50.8K
$26.2M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15Closed |
$3.74K - $4.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-61Closed |
$15.2K - $18.7K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-70Closed |
$17.4K - $21.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3Closed |
$748 - $921
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-42Closed |
$10.5K - $12.9K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-36Closed |
$8.97K - $11K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-18Closed |
$4.49K - $5.52K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.72KClosed |
$428K - $528K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
413New |
$103K - $127K
|
413
$213K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-52Closed |
$13K - $16K
|
0
$0
|
|
Q1 2021 | |||||||
Mar 17, 2022
Q1 2021
|
Retirement Solution Inc.
|
SELL
|
- |
-918Closed |
$210K - $251K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-3Closed |
$685 - $819
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Paradiem, LLC
|
SELL
|
- |
-2.39KClosed |
$546K - $653K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-312Closed |
$71.2K - $85.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-1KClosed |
$228K - $273K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Linden Advisors LP
New York, NY |
SELL
|
- |
-30KClosed |
$6.85M - $8.19M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-8.7KClosed |
$1.99M - $2.37M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
- |
-2.5KClosed |
$571K - $682K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
CALL |
21.1KNew |
$4.82M - $5.76M
|
21.1K
$10.9M
|
|
May 17, 2021
Q1 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-309Closed |
$70.5K - $84.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Parametrica Management LTD
|
SELL
|
- |
-340Closed |
$77.6K - $92.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-16.2KClosed |
$3.7M - $4.43M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-31Closed |
$7.08K - $8.46K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-19Closed |
$4.34K - $5.19K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-96.5KClosed |
$22M - $26.3M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.15KClosed |
$263K - $315K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ams Capital Ltda
|
SELL
|
- |
-4KClosed |
$913K - $1.09M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-2.13KClosed |
$485K - $580K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-288Closed |
$65.8K - $78.6K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
183+ 183.0% |
$41.8K - $49.9K
|
283
$146K
|
|
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
|
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
$23.7K
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3New |
$667 - $818
|
3
$1.55K
|