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 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
24.3KNew |
$11.4M - $13.4M
|
24.3K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 43.94% |
$27.3K - $31.9K
|
190
$90.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 283.33% |
$8.01K - $9.36K
|
23
$11K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
34+ 5.99% |
$16K - $18.7K
|
602
$287K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9+ 1.88% |
$4.24K - $4.96K
|
488
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 1.44% |
$6.6K - $7.71K
|
988
$471K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
73+ 2.92% |
$34.4K - $40.2K
|
2.57K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
236+ 4.32% |
$111K - $130K
|
5.7K
$2.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-102- 2.33% |
$48.1K - $56.2K
|
4.27K
$2.04M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-21- 1.35% |
$9.9K - $11.6K
|
1.53K
$729K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.09M- 99.81% |
$513M - $599M
|
2.08K
$990K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
708+ 23.06% |
$334K - $390K
|
3.78K
$1.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-494- 1.29% |
$233K - $272K
|
37.9K
$18.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
402New |
$189K - $221K
|
402
$192K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3+ 0.03% |
$1.41K - $1.65K
|
10.3K
$4.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
35New |
$16.5K - $19.3K
|
35
$16.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 19.51% |
$49K - $57.3K
|
637
$304K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.57% |
$11.8K - $13.8K
|
4.38K
$2.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 1.43% |
$4.71K - $5.51K
|
711
$339K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-410- 3.01% |
$193K - $226K
|
13.2K
$6.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$1.41K - $1.65K
|
358
$171K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-277- 0.51% |
$131K - $153K
|
54.1K
$25.8M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
488New |
$230K - $269K
|
488
$233K
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-481- 42.98% |
$227K - $265K
|
638
$304K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.4K+ 31.73% |
$4.9M - $5.73M
|
43.2K
$20.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.23% |
$4.71K - $5.51K
|
4.38K
$2.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
90+ 7.85% |
$42.4K - $49.6K
|
1.24K
$590K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-58- 1.64% |
$27.3K - $31.9K
|
3.48K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6+ 0.76% |
$2.83K - $3.3K
|
793
$378K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
12New |
$5.66K - $6.61K
|
12
$5.72K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-190- 1.91% |
$89.5K - $105K
|
9.74K
$4.64M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-172- 2.58% |
$81.1K - $94.7K
|
6.49K
$3.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
148+ 27.41% |
$69.7K - $81.5K
|
688
$328K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
507+ 9.96% |
$239K - $279K
|
5.6K
$2.67M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
22K+ 1.0% |
$9.17M - $10.9M
|
2.23M
$1.06B
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-9.23K- 4.27% |
$3.84M - $4.56M
|
207K
$98.7M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.21K+ 38.3% |
$505K - $600K
|
4.38K
$2.09M
|
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.7K- 28.81% |
$707K - $840K
|
4.2K
$2M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
2+ 1.29% |
$832 - $988
|
157
$74.8K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420New |
$175K - $207K
|
420
$200K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
56+ 2.24% |
$23.3K - $27.7K
|
2.56K
$1.22M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
210New |
$87.4K - $104K
|
210
$100K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-3- 0.61% |
$1.25K - $1.48K
|
486
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
50.4KNew |
$21M - $24.9M
|
50.4K
$24M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-60- 89.55% |
$25K - $29.6K
|
7
$3.34K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.31% |
$2.08K - $2.47K
|
1.64K
$780K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 17.24% |
$2.08K - $2.47K
|
34
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
597New |
$248K - $295K
|
597
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-91.8K- 99.55% |
$38.2M - $45.4M
|
414
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 99.97% |
$4.58M - $5.43M
|
3
$1.43K
|
|