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 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.31% |
$189K - $220K
|
16.9K
$9.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2+ 0.29% |
$943 - $1.1K
|
682
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 2.23% |
$5.18K - $6.06K
|
504
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
385New |
$181K - $212K
|
385
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-107- 9.22% |
$50.4K - $58.9K
|
1.05K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
43+ 5.47% |
$20.3K - $23.7K
|
829
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-438- 22.09% |
$206K - $241K
|
1.55K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.4K- 3.03% |
$658K - $769K
|
44.8K
$25.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.34K- 1.2% |
$3.93M - $4.59M
|
685K
$396M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 77.52% |
$94.3K - $110K
|
458
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-183- 1.65% |
$86.2K - $101K
|
10.9K
$6.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
4.85KNew |
$2.28M - $2.67M
|
4.85K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
529New |
$249K - $291K
|
529
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.24K- 16.45% |
$1.52M - $1.78M
|
16.4K
$9.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
150+ 4.92% |
$70.7K - $82.6K
|
3.2K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
364+ 0.12% |
$172K - $200K
|
308K
$178M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.26% |
$943 - $1.1K
|
45
$26K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-445- 24.24% |
$210K - $245K
|
1.39K
$805K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-247- 4.82% |
$116K - $136K
|
4.88K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-20- 0.17% |
$9.43K - $11K
|
12K
$6.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
BUY
|
- |
750+ 9.92% |
$353K - $413K
|
8.31K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3K+ 35.84% |
$1.41M - $1.65M
|
11.4K
$6.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-312K- 99.8% |
$147M - $172M
|
616
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-158- 2.03% |
$74.5K - $87K
|
7.63K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
159+ 7.57% |
$74.9K - $87.5K
|
2.26K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33- 3.53% |
$15.6K - $18.2K
|
902
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
357+ 10.65% |
$168K - $197K
|
3.71K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-43- 2.82% |
$20.3K - $23.7K
|
1.48K
$857K
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-70.2K- 10.94% |
$33.1M - $38.6M
|
571K
$330M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
76New |
$35.8K - $41.8K
|
76
$44K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 4.76% |
$47.1K - $55.1K
|
2K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-28- 28.0% |
$13.2K - $15.4K
|
72
$41.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
63+ 12.14% |
$29.7K - $34.7K
|
582
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
4.08K+ 27.44% |
$1.92M - $2.25M
|
18.9K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9- 1.65% |
$4.24K - $4.96K
|
538
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-328- 10.1% |
$155K - $181K
|
2.92K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-49- 2.66% |
$23.1K - $27K
|
1.79K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-415- 11.29% |
$196K - $229K
|
3.26K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 21.09% |
$542K - $633K
|
6.6K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-625- 0.64% |
$295K - $344K
|
97.1K
$56.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
33+ 471.43% |
$15.6K - $18.2K
|
40
$23.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
218+ 17.12% |
$103K - $120K
|
1.49K
$863K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
10+ 43.48% |
$4.71K - $5.51K
|
33
$19.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-24- 0.66% |
$11.3K - $13.2K
|
3.63K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3+ 5.77% |
$1.41K - $1.65K
|
55
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
658New |
$310K - $362K
|
658
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-35- 0.19% |
$16.5K - $19.3K
|
18.5K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
147+ 34.92% |
$69.3K - $80.9K
|
568
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
464New |
$219K - $255K
|
464
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7+ 0.53% |
$3.3K - $3.85K
|
1.33K
$767K
|