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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.25KNew |
$823K - $1M
|
2.25K
$1.16M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
CALL |
2.2K+ 110.0% |
$806K - $979K
|
4.2K
$2.17M
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$1.03M
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$1.03M
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.7KNew |
$623K - $757K
|
1.7K
$878K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.14KNew |
$419K - $509K
|
1.14K
$591K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
1.1KNew |
$403K - $490K
|
1.1K
$568K
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
1.1KNew |
$403K - $490K
|
1.1K
$568K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
751New |
$275K - $334K
|
751
$388K
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
732+ 13.29% |
$268K - $326K
|
6.24K
$3.22M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
710New |
$260K - $316K
|
710
$367K
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
700New |
$256K - $312K
|
700
$362K
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
541New |
$198K - $241K
|
541
$279K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
524New |
$192K - $233K
|
524
$271K
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
521New |
$191K - $232K
|
521
$269K
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
500New |
$183K - $223K
|
500
$258K
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
499New |
$183K - $222K
|
499
$258K
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
486New |
$178K - $216K
|
486
$251K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
486New |
$178K - $216K
|
486
$251K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
473New |
$173K - $211K
|
473
$244K
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
464New |
$170K - $207K
|
464
$240K
|
|
Aug 13, 2024
Q2 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
462New |
$169K - $206K
|
462
$239K
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
456New |
$167K - $203K
|
456
$235K
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
450New |
$165K - $200K
|
450
$232K
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
450New |
$165K - $200K
|
450
$232K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
338+ 5.53% |
$124K - $150K
|
6.45K
$3.33M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$110K - $134K
|
300
$155K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
226+ 25.08% |
$82.8K - $101K
|
1.13K
$582K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
224New |
$82.1K - $99.7K
|
224
$116K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
163+ 1.78% |
$59.7K - $72.6K
|
9.3K
$4.8M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
104+ 4.26% |
$38.1K - $46.3K
|
2.55K
$1.32M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
90New |
$33K - $40.1K
|
90
$46.5K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$30.8K - $37.4K
|
84
$43.4K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
81+ 3.22% |
$29.7K - $36.1K
|
2.59K
$1.34M
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
58+ 69.88% |
$21.2K - $25.8K
|
141
$72.8K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 415.38% |
$19.8K - $24K
|
67
$34.6K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
54New |
$19.8K - $24K
|
54
$27.9K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
53New |
$19.4K - $23.6K
|
53
$27.4K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 1433.33% |
$15.8K - $19.1K
|
46
$23.8K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 4.66% |
$15K - $18.2K
|
921
$476K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
40+ 5.43% |
$14.7K - $17.8K
|
777
$401K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
36+ 4.04% |
$13.2K - $16K
|
927
$479K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
34New |
$12.5K - $15.1K
|
34
$17.6K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$8.79K - $10.7K
|
24
$12.4K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
23+ 3.41% |
$8.43K - $10.2K
|
697
$360K
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
21New |
$7.69K - $9.35K
|
21
$10.8K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 2.68% |
$6.96K - $8.46K
|
727
$375K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 111.76% |
$6.96K - $8.46K
|
36
$18.6K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$5.13K - $6.23K
|
14
$7.23K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 7.3% |
$4.76K - $5.79K
|
191
$98.6K
|