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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 18.56% |
$70.7K - $82.6K
|
958
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
455+ 4.54% |
$214K - $251K
|
10.5K
$6.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-856- 2.74% |
$403K - $471K
|
30.4K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Cibc Capital Markets (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13.7KNew |
$6.46M - $7.54M
|
13.7K
$8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
386New |
$182K - $213K
|
386
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
446+ 2.55% |
$210K - $246K
|
17.9K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.31K+ 4.03% |
$2.03M - $2.37M
|
111K
$65.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 134.81% |
$85.8K - $100K
|
317
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
2.98KNew |
$1.4M - $1.64M
|
2.98K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.93% |
$1.89K - $2.2K
|
434
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.4K+ 18.58% |
$1.6M - $1.87M
|
21.7K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19+ 1.86% |
$8.95K - $10.5K
|
1.04K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
658+ 165.74% |
$310K - $362K
|
1.06K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
433New |
$204K - $238K
|
433
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
371+ 19.59% |
$175K - $204K
|
2.27K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
347+ 1.28% |
$164K - $191K
|
27.4K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 20.0% |
$4.71K - $5.51K
|
60
$35K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
269+ 11.99% |
$127K - $148K
|
2.51K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
270+ 58.95% |
$127K - $149K
|
728
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-270- 12.11% |
$127K - $149K
|
1.96K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-365- 32.24% |
$172K - $201K
|
767
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
878+ 45.45% |
$414K - $483K
|
2.81K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-30- 1.07% |
$14.1K - $16.5K
|
2.77K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 9.74% |
$7.07K - $8.26K
|
169
$98.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 3.75% |
$8.95K - $10.5K
|
526
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
64+ 5.3% |
$30.2K - $35.2K
|
1.27K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 4.21% |
$9.43K - $11K
|
495
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.6K+ 8.24% |
$1.23M - $1.43M
|
34.2K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-16- 3.7% |
$7.54K - $8.81K
|
417
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-18- 4.04% |
$8.48K - $9.91K
|
428
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
46+ 1.72% |
$21.7K - $25.3K
|
2.71K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$2.83K - $3.3K
|
1.53K
$895K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
556New |
$262K - $306K
|
556
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-684- 4.45% |
$322K - $377K
|
14.7K
$8.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-171- 1.74% |
$80.6K - $94.2K
|
9.64K
$5.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-568K- 16.8% |
$268M - $313M
|
2.81M
$1.64B
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
156New |
$73.5K - $85.9K
|
156
$91.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-301- 2.4% |
$142K - $166K
|
12.2K
$7.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
533New |
$251K - $293K
|
533
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 21.74% |
$118K - $138K
|
900
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.25K- 2.82% |
$1.53M - $1.79M
|
112K
$65.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
144+ 22.12% |
$67.9K - $79.3K
|
795
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-304- 32.34% |
$143K - $167K
|
636
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
67+ 3.68% |
$31.6K - $36.9K
|
1.89K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-23.6K- 9.41% |
$11.1M - $13M
|
227K
$133M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-3K- 73.17% |
$1.41M - $1.65M
|
1.1K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-18- 1.12% |
$8.48K - $9.91K
|
1.59K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
162+ 7.71% |
$76.3K - $89.2K
|
2.26K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.42K- 10.52% |
$1.14M - $1.33M
|
20.6K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
200+ 0.23% |
$94.3K - $110K
|
86.4K
$50.5M
|