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 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-6- 1.4% |
$2.83K - $3.3K
|
424
$202K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
333+ 40.81% |
$157K - $183K
|
1.15K
$548K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
439+ 25.7% |
$207K - $242K
|
2.15K
$1.02M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
274+ 14.14% |
$129K - $151K
|
2.21K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.44K- 12.52% |
$3.51M - $4.1M
|
52K
$24.8M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.74% |
$37.7K - $44K
|
2.84K
$1.35M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.91K- 21.31% |
$900K - $1.05M
|
7.05K
$3.36M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.77K+ 13.12% |
$2.25M - $2.63M
|
41.1K
$19.6M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
512+ 41.56% |
$241K - $282K
|
1.74K
$831K
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
400New |
$189K - $220K
|
400
$191K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
19+ 1.59% |
$8.95K - $10.5K
|
1.22K
$580K
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-57- 6.81% |
$26.9K - $31.4K
|
780
$372K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27- 1.52% |
$12.7K - $14.9K
|
1.75K
$834K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 8.16% |
$11.3K - $13.2K
|
318
$152K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
417New |
$197K - $230K
|
417
$199K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-227- 0.69% |
$107K - $125K
|
32.5K
$15.5M
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-13- 1.82% |
$6.13K - $7.16K
|
700
$334K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
700New |
$330K - $385K
|
700
$334K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
700New |
$330K - $385K
|
700
$334K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.29K- 1.81% |
$608K - $710K
|
70K
$33.3M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.27K+ 9.37% |
$1.54M - $1.8M
|
38.1K
$18.2M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
15New |
$7.07K - $8.26K
|
15
$7.15K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-69- 3.9% |
$32.5K - $38K
|
1.7K
$810K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-56- 8.01% |
$26.4K - $30.8K
|
643
$306K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
212+ 9.86% |
$99.9K - $117K
|
2.36K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-14- 2.34% |
$6.6K - $7.71K
|
584
$278K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1+ 0.16% |
$471 - $551
|
641
$306K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7- 0.46% |
$3.3K - $3.85K
|
1.53K
$728K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 20.42% |
$58.9K - $68.8K
|
487
$232K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25+ 4.76% |
$11.8K - $13.8K
|
550
$262K
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
382+ 8.36% |
$180K - $210K
|
4.95K
$2.36M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-300- 17.94% |
$141K - $165K
|
1.37K
$654K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-38- 5.25% |
$17.9K - $20.9K
|
686
$327K
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.03KNew |
$484K - $566K
|
1.03K
$490K
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-352- 1.15% |
$166K - $194K
|
30.2K
$14.4M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
40+ 2.71% |
$18.9K - $22K
|
1.52K
$724K
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-39.2K- 42.15% |
$18.5M - $21.6M
|
53.8K
$25.6M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-220- 5.68% |
$104K - $121K
|
3.66K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
151+ 1.85% |
$71.2K - $83.1K
|
8.33K
$3.97M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
407New |
$192K - $224K
|
407
$194K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
80+ 4.04% |
$37.7K - $44K
|
2.06K
$981K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
19+ 1.33% |
$8.95K - $10.5K
|
1.45K
$690K
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
15+ 0.34% |
$7.07K - $8.26K
|
4.43K
$2.11M
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-35- 2.16% |
$16.5K - $19.3K
|
1.58K
$755K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.15K+ 42.38% |
$1.01M - $1.18M
|
7.23K
$3.44M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.07K+ 101.73% |
$1.92M - $2.24M
|
8.06K
$3.84M
|
|
Jan 16, 2025
Q4 2024
|
Seilern Investment Management LTD
London, X0 |
BUY
|
- |
158KNew |
$74.5M - $87M
|
158K
$75.4M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
860New |
$405K - $474K
|
860
$410K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
309+ 0.84% |
$146K - $170K
|
37.2K
$17.8M
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-21- 3.27% |
$9.9K - $11.6K
|
621
$296K
|