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 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-65- 2.64% |
$30.6K - $35.8K
|
2.4K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-90- 7.61% |
$42.4K - $49.6K
|
1.09K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.2K- 25.37% |
$2.45M - $2.86M
|
15.3K
$7.29M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
525+ 5.63% |
$247K - $289K
|
9.84K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
266+ 62.3% |
$125K - $146K
|
693
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
234+ 9.12% |
$110K - $129K
|
2.8K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-119- 15.64% |
$56.1K - $65.5K
|
642
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
326+ 9.06% |
$154K - $180K
|
3.93K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50+ 14.16% |
$23.6K - $27.5K
|
403
$192K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
33+ 0.26% |
$15.6K - $18.2K
|
12.9K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.24K- 0.29% |
$582K - $680K
|
424K
$202M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-23- 5.24% |
$10.8K - $12.7K
|
416
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
27+ 1.13% |
$12.7K - $14.9K
|
2.41K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
12.8KNew |
$6.01M - $7.02M
|
12.8K
$6.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-73- 1.13% |
$34.4K - $40.2K
|
6.41K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-546- 19.57% |
$257K - $301K
|
2.24K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
72+ 22.43% |
$33.9K - $39.6K
|
393
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.62K+ 3.65% |
$763K - $892K
|
46K
$21.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-326- 15.08% |
$154K - $180K
|
1.84K
$875K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-75- 6.05% |
$35.3K - $41.3K
|
1.17K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-2.19K- 0.89% |
$1.03M - $1.2M
|
243K
$116M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
14+ 0.85% |
$6.6K - $7.71K
|
1.66K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26+ 5.68% |
$12.3K - $14.3K
|
484
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 2.82% |
$70.7K - $82.6K
|
5.16K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 16.67% |
$2.36K - $2.75K
|
25
$11.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
570+ 96.61% |
$269K - $314K
|
1.16K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28+ 0.07% |
$13.2K - $15.4K
|
40.7K
$19.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
311+ 12.21% |
$147K - $171K
|
2.86K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
595+ 9.45% |
$280K - $328K
|
6.89K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7+ 1.28% |
$3.3K - $3.85K
|
554
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
31+ 6.51% |
$14.6K - $17.1K
|
507
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14+ 1.24% |
$6.6K - $7.71K
|
1.14K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-56- 0.25% |
$26.4K - $30.8K
|
21.9K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 2.98% |
$6.13K - $7.16K
|
449
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-900- 5.46% |
$424K - $496K
|
15.6K
$7.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8- 9.3% |
$3.77K - $4.4K
|
78
$37.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-330- 39.95% |
$156K - $182K
|
496
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
10+ 0.18% |
$4.71K - $5.51K
|
5.7K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
90+ 6.14% |
$42.4K - $49.6K
|
1.56K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-26- 4.76% |
$12.3K - $14.3K
|
520
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.52KNew |
$1.19M - $1.39M
|
2.52K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-103- 3.66% |
$48.5K - $56.7K
|
2.71K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
350+ 6.42% |
$165K - $193K
|
5.8K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97+ 0.97% |
$45.7K - $53.4K
|
10.1K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-16- 1.31% |
$7.54K - $8.81K
|
1.2K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11- 1.48% |
$5.18K - $6.06K
|
732
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
259+ 94.18% |
$122K - $143K
|
534
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
14.8K+ 4.96% |
$6.98M - $8.15M
|
313K
$149M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-23- 1.69% |
$10.8K - $12.7K
|
1.34K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17.1K+ 61.98% |
$8.05M - $9.41M
|
44.7K
$21.3M
|