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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-543- 3.44% |
$259K - $331K
|
15.2K
$7.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 1.67% |
$1.43K - $1.83K
|
183
$89.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
289+ 23.77% |
$138K - $176K
|
1.51K
$738K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
63+ 51.22% |
$30K - $38.5K
|
186
$91.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-10K- 99.69% |
$4.78M - $6.12M
|
31
$15.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
305+ 22.49% |
$145K - $186K
|
1.66K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
167+ 23.29% |
$79.6K - $102K
|
884
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
11+ 8.73% |
$5.24K - $6.71K
|
137
$67.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
34+ 2.09% |
$16.2K - $20.8K
|
1.66K
$815K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-73- 2.22% |
$34.8K - $44.6K
|
3.22K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-20- 1.47% |
$9.53K - $12.2K
|
1.34K
$659K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.6% |
$18.6K - $23.8K
|
6.49K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.83K- 26.11% |
$872K - $1.12M
|
5.18K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3- 0.01% |
$1.43K - $1.83K
|
53K
$26M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-40- 8.71% |
$19.1K - $24.4K
|
419
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
10.4KNew |
$4.96M - $6.35M
|
10.4K
$5.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
724+ 108.87% |
$345K - $442K
|
1.39K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.43K - $1.83K
|
5.98K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-124- 1.01% |
$59.1K - $75.7K
|
12.1K
$5.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 26.37% |
$503K - $645K
|
5.06K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.02M- 99.8% |
$1.44B - $1.85B
|
6.12K
$3M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7+ 0.78% |
$3.34K - $4.27K
|
909
$446K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.21K- 4.03% |
$578K - $740K
|
28.9K
$14.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-1.08K- 12.0% |
$513K - $657K
|
7.89K
$3.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
360New |
$172K - $220K
|
360
$176K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
183+ 13.71% |
$87.2K - $112K
|
1.52K
$744K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
9+ 2.25% |
$4.29K - $5.49K
|
409
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.9% |
$8.1K - $10.4K
|
453
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
184+ 2.31% |
$87.7K - $112K
|
8.14K
$3.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
790+ 11.71% |
$377K - $482K
|
7.53K
$3.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
105+ 2.45% |
$50K - $64.1K
|
4.39K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-191- 3.78% |
$91K - $117K
|
4.86K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.61% |
$1.91K - $2.44K
|
660
$323K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-72- 10.29% |
$34.3K - $44K
|
628
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 1.87% |
$17.6K - $22.6K
|
2.02K
$990K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
473New |
$225K - $289K
|
473
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
5.08K+ 1.65% |
$2.42M - $3.1M
|
313K
$153M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
105+ 10.65% |
$50K - $64.1K
|
1.09K
$535K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.84K- 2.61% |
$875K - $1.12M
|
68.5K
$33.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-51- 2.24% |
$24.3K - $31.1K
|
2.23K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
945New |
$450K - $577K
|
945
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4- 0.42% |
$1.91K - $2.44K
|
954
$468K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-6.64K- 6.06% |
$3.17M - $4.06M
|
103K
$50.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
1.18KNew |
$560K - $717K
|
1.18K
$576K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-30- 4.75% |
$14.3K - $18.3K
|
602
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-12- 0.76% |
$5.72K - $7.33K
|
1.57K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
521New |
$248K - $318K
|
521
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$953 - $1.22K
|
2
$980
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 12.5% |
$477 - $610
|
9
$4.41K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8- 1.1% |
$3.81K - $4.88K
|
717
$351K
|