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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
675New |
$174K - $228K
|
675
$349K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
639New |
$165K - $216K
|
639
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
613New |
$158K - $207K
|
613
$317K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
600New |
$155K - $203K
|
600
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
600New |
$155K - $203K
|
600
$310K
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
599New |
$155K - $203K
|
599
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
593New |
$153K - $201K
|
593
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
570+ 66.9% |
$147K - $193K
|
1.42K
$734K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
500New |
$129K - $169K
|
500
$258K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
448+ 7.17% |
$116K - $152K
|
6.69K
$3.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
363+ 14.25% |
$93.8K - $123K
|
2.91K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
300New |
$77.5K - $102K
|
300
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
249New |
$64.4K - $84.3K
|
249
$129K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
145New |
$37.5K - $49.1K
|
145
$74.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
112New |
$29K - $37.9K
|
112
$57.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
109+ 3.69% |
$28.2K - $36.9K
|
3.06K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
98+ 9.03% |
$25.3K - $33.2K
|
1.18K
$611K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
90New |
$23.3K - $30.5K
|
90
$46.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
90New |
$23.3K - $30.5K
|
90
$46.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
82New |
$21.2K - $27.7K
|
82
$42.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
60New |
$15.5K - $20.3K
|
60
$31K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
60New |
$15.5K - $20.3K
|
60
$31K
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
59+ 10.87% |
$15.3K - $20K
|
602
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
54New |
$14K - $18.3K
|
54
$27.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 150.0% |
$11.6K - $15.2K
|
75
$38.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
44New |
$11.4K - $14.9K
|
44
$22.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
42New |
$10.9K - $14.2K
|
42
$21.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
39+ 125.81% |
$10.1K - $13.2K
|
70
$36.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
36+ 4.0% |
$9.31K - $12.2K
|
936
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29New |
$7.5K - $9.81K
|
29
$15K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
24New |
$6.2K - $8.12K
|
24
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
20New |
$5.17K - $6.77K
|
20
$10.3K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
17+ 1.54% |
$4.39K - $5.75K
|
1.12K
$579K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 1.64% |
$4.14K - $5.41K
|
990
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
13New |
$3.36K - $4.4K
|
13
$6.71K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11New |
$2.84K - $3.72K
|
11
$5.68K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$2.58K - $3.38K
|
10
$5.16K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 13.64% |
$2.33K - $3.05K
|
75
$38.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
5New |
$1.29K - $1.69K
|
5
$2.58K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
611KNew |
$174M - $217M
|
611K
$316M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
41.5KNew |
$11.8M - $14.7M
|
41.5K
$21.4M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
41.2K+ 64.98% |
$11.7M - $14.6M
|
105K
$54M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
33.3KNew |
$9.46M - $11.8M
|
33.3K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30.6K+ 2237.82% |
$8.7M - $10.9M
|
32K
$16.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
20.8KNew |
$5.9M - $7.37M
|
20.8K
$10.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
19.6KNew |
$5.57M - $6.96M
|
19.6K
$10.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
14.8K+ 1231.2% |
$4.22M - $5.27M
|
16K
$8.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
8.35KNew |
$2.38M - $2.96M
|
8.35K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Snow Lake Management LP
Menlo Park, CA |
BUY
|
- |
5KNew |
$1.42M - $1.77M
|
5K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
3.8KNew |
$1.08M - $1.35M
|
3.8K
$1.96M
|
|