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 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
140+ 3.97% |
$66K - $77.1K
|
3.67K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.35% |
$1.89K - $2.2K
|
1.15K
$550K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34+ 7.1% |
$16K - $18.7K
|
513
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$32.5K - $38K
|
69
$32.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.97K+ 6.88% |
$2.34M - $2.74M
|
77.2K
$36.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-319- 37.31% |
$150K - $176K
|
536
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.15K+ 33.71% |
$1.48M - $1.74M
|
12.5K
$5.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.66K+ 25.37% |
$1.73M - $2.02M
|
18.1K
$8.63M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 2.91% |
$2.83K - $3.3K
|
200
$95.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
121+ 15.55% |
$57K - $66.6K
|
899
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-172- 11.2% |
$81.1K - $94.7K
|
1.36K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 3.6% |
$3.77K - $4.4K
|
214
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
10.8KNew |
$5.09M - $5.94M
|
10.8K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-314- 4.97% |
$148K - $173K
|
6.01K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
201+ 23.43% |
$94.7K - $111K
|
1.06K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
431+ 7.6% |
$203K - $237K
|
6.1K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.82K- 4.48% |
$1.33M - $1.55M
|
60.1K
$28.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 3.0% |
$9.43K - $11K
|
687
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
203+ 5.0% |
$95.7K - $112K
|
4.27K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.58% |
$3.3K - $3.85K
|
436
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
37+ 3.05% |
$17.4K - $20.4K
|
1.25K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5+ 0.6% |
$2.36K - $2.75K
|
832
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.19% |
$471 - $551
|
522
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-103- 6.07% |
$48.5K - $56.7K
|
1.59K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-10- 9.62% |
$4.71K - $5.51K
|
94
$44.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-50- 3.5% |
$23.6K - $27.5K
|
1.38K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
263+ 2.68% |
$124K - $145K
|
10.1K
$4.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
143+ 7.92% |
$67.4K - $78.7K
|
1.95K
$928K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
386New |
$182K - $213K
|
386
$184K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$1.41K - $1.65K
|
1.63K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
25+ 3.57% |
$11.8K - $13.8K
|
725
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-29- 6.36% |
$13.7K - $16K
|
427
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
25+ 3.53% |
$11.8K - $13.8K
|
733
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 6.08% |
$23.6K - $27.5K
|
773
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-115- 4.28% |
$54.2K - $63.3K
|
2.57K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.33% |
$5.66K - $6.61K
|
3.67K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.22K- 97.36% |
$1.04M - $1.22M
|
60
$28.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9+ 0.77% |
$4.24K - $4.96K
|
1.18K
$563K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-75- 0.94% |
$35.3K - $41.3K
|
7.91K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59+ 6.15% |
$27.8K - $32.5K
|
1.02K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
173+ 12.17% |
$81.5K - $95.3K
|
1.59K
$760K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 15.38% |
$943 - $1.1K
|
15
$7.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2+ 0.22% |
$943 - $1.1K
|
902
$430K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
91+ 7.82% |
$42.9K - $50.1K
|
1.26K
$598K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.34% |
$471 - $551
|
292
$139K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114K+ 73.23% |
$53.8M - $62.9M
|
270K
$129M
|
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-2- 0.21% |
$943 - $1.1K
|
945
$450K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-25- 5.42% |
$11.8K - $13.8K
|
436
$208K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
172+ 2.52% |
$81.1K - $94.7K
|
7.01K
$3.34M
|