Latest Institutional Purchases of Intuitive Surgical Inc (ISRG)
This list provides information on the latest institutional transactions involving Intuitive Surgical Inc (ISRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
216+ 32.1% |
$89.9K - $107K
|
889
$459K
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
210New |
$87.4K - $104K
|
210
$108K
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
200New |
$83.2K - $98.8K
|
200
$103K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
195New |
$81.1K - $96.3K
|
195
$101K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
168+ 9.39% |
$69.9K - $83K
|
1.96K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
160+ 28.07% |
$66.6K - $79K
|
730
$377K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
147New |
$61.2K - $72.6K
|
147
$75.9K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
121New |
$50.4K - $59.8K
|
121
$62.5K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
92+ 4.53% |
$38.3K - $45.4K
|
2.13K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
91+ 15.85% |
$37.9K - $45K
|
665
$343K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
90New |
$37.5K - $44.5K
|
90
$46.5K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
60+ 4.29% |
$25K - $29.6K
|
1.46K
$752K
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
50+ 5.56% |
$20.8K - $24.7K
|
950
$491K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
44+ 69.84% |
$18.3K - $21.7K
|
107
$55.3K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
36+ 80.0% |
$15K - $17.8K
|
81
$41.8K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
30+ 18.75% |
$12.5K - $14.8K
|
190
$98.1K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 31.91% |
$12.5K - $14.8K
|
124
$64K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$10.4K - $12.4K
|
25
$12.9K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 72.73% |
$9.99K - $11.9K
|
57
$29.4K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$6.66K - $7.9K
|
16
$8.26K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
15+ 1.88% |
$6.24K - $7.41K
|
813
$420K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.83K - $6.92K
|
14
$7.23K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
12+ 0.97% |
$4.99K - $5.93K
|
1.25K
$646K
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.97% |
$4.16K - $4.94K
|
1.05K
$540K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 55.56% |
$4.16K - $4.94K
|
28
$14.5K
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
9+ 1.71% |
$3.75K - $4.45K
|
535
$276K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.65K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 17.65% |
$3.75K - $4.45K
|
60
$31K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.65K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.1K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 17.24% |
$2.08K - $2.47K
|
34
$17.6K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.99% |
$2.08K - $2.47K
|
511
$264K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.58K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4+ 0.73% |
$1.66K - $1.98K
|
552
$285K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.66K - $1.98K
|
4
$2.07K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 17.65% |
$1.25K - $1.48K
|
20
$10.3K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$832 - $988
|
2
$1.03K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.31% |
$416 - $494
|
325
$168K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$416 - $494
|
1
$516
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
125KNew |
$45.7M - $55.5M
|
125K
$64.4M
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
84.9KNew |
$31.1M - $37.8M
|
84.9K
$43.8M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
67.5KNew |
$24.7M - $30M
|
67.5K
$34.8M
|
|
Aug 09, 2024
Q2 2024
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
PUT |
50KNew |
$18.3M - $22.3M
|
50K
$25.8M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
13.3K+ 36.76% |
$4.87M - $5.92M
|
49.5K
$25.6M
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
9.29KNew |
$3.4M - $4.14M
|
9.29K
$4.8M
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.19K+ 1041.74% |
$2.63M - $3.2M
|
7.88K
$4.07M
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
6K+ 35.29% |
$2.2M - $2.67M
|
23K
$11.9M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.61KNew |
$1.69M - $2.05M
|
4.61K
$2.38M
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$946K - $1.15M
|
2.58K
$1.33M
|