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 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
481New |
$227K - $265K
|
481
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
430New |
$203K - $237K
|
430
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
98+ 11.85% |
$46.2K - $54K
|
925
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-47- 5.61% |
$22.1K - $25.9K
|
791
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.97K- 10.88% |
$2.34M - $2.73M
|
40.7K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-48- 2.56% |
$22.6K - $26.4K
|
1.83K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
50New |
$23.6K - $27.5K
|
50
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10+ 2.16% |
$4.71K - $5.51K
|
474
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.76% |
$471 - $551
|
133
$63.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
46+ 0.2% |
$21.7K - $25.3K
|
23.4K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
91+ 1.44% |
$42.9K - $50.1K
|
6.41K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
17+ 3.94% |
$8.01K - $9.36K
|
449
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-100- 0.86% |
$47.1K - $55.1K
|
11.6K
$5.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 12.41% |
$106K - $124K
|
1.59K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-51- 0.48% |
$24K - $28.1K
|
10.5K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
154+ 9.28% |
$72.6K - $84.8K
|
1.81K
$864K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
407+ 4.86% |
$192K - $224K
|
8.79K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
562+ 5.82% |
$265K - $309K
|
10.2K
$4.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13K+ 6.95% |
$6.13M - $7.16M
|
200K
$95.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-124- 96.12% |
$58.4K - $68.3K
|
5
$2.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$1.89K - $2.2K
|
22
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97+ 3.16% |
$45.7K - $53.4K
|
3.17K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-238- 1.59% |
$112K - $131K
|
14.7K
$7.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
72+ 300.0% |
$33.9K - $39.6K
|
96
$45.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
397New |
$187K - $219K
|
397
$189K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.04KNew |
$1.9M - $2.22M
|
4.04K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-157- 0.98% |
$74K - $86.4K
|
15.8K
$7.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
259+ 2.41% |
$122K - $143K
|
11K
$5.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
631+ 16.15% |
$297K - $347K
|
4.54K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
939+ 13.39% |
$443K - $517K
|
7.95K
$3.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12KNew |
$526K - $614K
|
1.12K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
955New |
$450K - $526K
|
955
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-50- 0.98% |
$23.6K - $27.5K
|
5.06K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
24+ 480.0% |
$11.3K - $13.2K
|
29
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
164+ 8.93% |
$77.3K - $90.3K
|
2K
$953K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
37+ 2.96% |
$17.4K - $20.4K
|
1.29K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-146- 5.37% |
$68.8K - $80.4K
|
2.57K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-7K- 10.12% |
$3.3M - $3.85M
|
62.2K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
390New |
$184K - $215K
|
390
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4.3K+ 268.75% |
$2.03M - $2.37M
|
5.9K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.36KNew |
$639K - $747K
|
1.36K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
160+ 8.11% |
$75.4K - $88.1K
|
2.13K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 2.7% |
$1.41K - $1.65K
|
108
$51.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
140+ 26.02% |
$66K - $77.1K
|
678
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-900- 3.25% |
$424K - $496K
|
26.8K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 2.94% |
$1.55M - $1.81M
|
115K
$54.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
45New |
$21.2K - $24.8K
|
45
$21.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-306- 3.31% |
$144K - $168K
|
8.95K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 0.14% |
$471 - $551
|
725
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-498- 7.09% |
$235K - $274K
|
6.53K
$3.11M
|