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 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
296+ 6.33% |
$139K - $163K
|
4.97K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 17.65% |
$2.83K - $3.3K
|
40
$19.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.66K+ 5.76% |
$1.25M - $1.46M
|
48.8K
$23.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-772- 57.02% |
$364K - $425K
|
582
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 3.46% |
$30.2K - $35.2K
|
1.92K
$913K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
121+ 3.45% |
$57K - $66.6K
|
3.63K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-3.87K- 16.43% |
$1.83M - $2.13M
|
19.7K
$9.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.49K- 2.5% |
$703K - $821K
|
58.3K
$27.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
73.2K+ 5.05% |
$34.5M - $40.3M
|
1.52M
$726M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.12K+ 175.16% |
$2.41M - $2.82M
|
8.04K
$3.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
66+ 4.31% |
$31.1K - $36.3K
|
1.6K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-75- 4.75% |
$35.3K - $41.3K
|
1.51K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-224- 33.84% |
$106K - $123K
|
438
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-19- 0.38% |
$8.95K - $10.5K
|
5.02K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
4.14K+ 9.82% |
$1.95M - $2.28M
|
46.3K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
79+ 13.39% |
$37.2K - $43.5K
|
669
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
81+ 3.82% |
$38.2K - $44.6K
|
2.2K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.55K- 50.03% |
$729K - $852K
|
1.55K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
510New |
$240K - $281K
|
510
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-403- 2.9% |
$190K - $222K
|
13.5K
$6.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$1.41K - $1.65K
|
792
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
249+ 7.37% |
$117K - $137K
|
3.63K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94+ 2.21% |
$44.3K - $51.8K
|
4.35K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Robocap Asset Management LTD
London, X0 |
SELL
|
- |
-1.95K- 11.67% |
$919K - $1.07M
|
14.8K
$7.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
68+ 9.03% |
$32K - $37.4K
|
821
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-156- 1.48% |
$73.5K - $85.9K
|
10.4K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
493+ 22.09% |
$232K - $271K
|
2.73K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.33K+ 211.48% |
$625K - $730K
|
1.95K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-94- 14.14% |
$44.3K - $51.8K
|
571
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.67K+ 1.56% |
$4.09M - $4.77M
|
564K
$269M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-151- 1.25% |
$71.2K - $83.1K
|
12K
$5.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.8K+ 181.35% |
$6.99M - $8.17M
|
23K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-14.6K- 1.22% |
$6.9M - $8.07M
|
1.19M
$566M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$471 - $551
|
5
$2.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
2.69K+ 3.1% |
$1.27M - $1.48M
|
89.2K
$42.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-715- 25.81% |
$337K - $394K
|
2.06K
$979K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
732+ 8.91% |
$345K - $403K
|
8.94K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-4.38K- 50.01% |
$2.06M - $2.41M
|
4.38K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
320+ 8.24% |
$151K - $176K
|
4.2K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-177- 27.61% |
$83.4K - $97.5K
|
464
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
97+ 6.37% |
$45.7K - $53.4K
|
1.62K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
35+ 1.93% |
$16.5K - $19.3K
|
1.85K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
825+ 4.26% |
$389K - $454K
|
20.2K
$9.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.81K+ 9.13% |
$1.8M - $2.1M
|
45.5K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6+ 0.08% |
$2.83K - $3.3K
|
7.68K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-182- 3.69% |
$85.8K - $100K
|
4.76K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
418New |
$197K - $230K
|
418
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
21+ 1.84% |
$9.9K - $11.6K
|
1.16K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-14- 9.79% |
$6.6K - $7.71K
|
129
$61.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-75- 13.35% |
$35.3K - $41.3K
|
487
$232K
|