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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
30+ 18.75% |
$12.5K - $14.8K
|
190
$94.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.03KNew |
$428K - $508K
|
1.03K
$511K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-24- 2.63% |
$9.99K - $11.9K
|
889
$442K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-89- 5.61% |
$37K - $44K
|
1.5K
$744K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55+ 4.06% |
$22.9K - $27.2K
|
1.41K
$701K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
222New |
$92.4K - $110K
|
222
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
90New |
$37.5K - $44.5K
|
90
$44.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.09% |
$832 - $988
|
2.32K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 23.08% |
$3.75K - $4.45K
|
48
$23.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
742+ 19.05% |
$309K - $367K
|
4.64K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
837New |
$348K - $413K
|
837
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
664+ 107.1% |
$276K - $328K
|
1.28K
$639K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
160+ 28.07% |
$66.6K - $79K
|
730
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
19+ 0.85% |
$7.91K - $9.39K
|
2.26K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.72K- 86.07% |
$1.13M - $1.34M
|
440
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.91K- 88.13% |
$1.63M - $1.93M
|
526
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
55New |
$22.9K - $27.2K
|
55
$27.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
427New |
$178K - $211K
|
427
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 7.58% |
$166K - $198K
|
4.88K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
9.08KNew |
$3.78M - $4.48M
|
9.08K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$832 - $988
|
2
$995
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
887New |
$369K - $438K
|
887
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11.1K+ 37.97% |
$4.63M - $5.5M
|
40.4K
$20.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11.8KNew |
$4.91M - $5.83M
|
11.8K
$5.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
78New |
$32.5K - $38.5K
|
78
$38.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2.27K- 2.46% |
$944K - $1.12M
|
89.9K
$44.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
800+ 33.7% |
$333K - $395K
|
3.17K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
604New |
$251K - $298K
|
604
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
231+ 15.23% |
$96.1K - $114K
|
1.75K
$869K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.31% |
$416 - $494
|
325
$162K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
223+ 30.63% |
$92.8K - $110K
|
951
$473K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.48K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.62K- 77.69% |
$672K - $798K
|
464
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-62- 1.34% |
$25.8K - $30.6K
|
4.58K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-156- 15.51% |
$64.9K - $77.1K
|
850
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
480New |
$200K - $237K
|
480
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.23KNew |
$512K - $608K
|
1.23K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
844New |
$351K - $417K
|
844
$420K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-40- 8.21% |
$16.6K - $19.8K
|
447
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-525- 21.86% |
$218K - $259K
|
1.88K
$933K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
40.6K+ 200.0% |
$16.9M - $20.1M
|
60.9K
$30.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 17.65% |
$3.75K - $4.45K
|
60
$29.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-160- 17.82% |
$66.6K - $79K
|
738
$367K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-163- 3.0% |
$67.8K - $80.5K
|
5.27K
$2.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.2KNew |
$916K - $1.09M
|
2.2K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-200- 23.61% |
$83.2K - $98.8K
|
647
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.14K+ 9.71% |
$474K - $563K
|
12.9K
$6.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 4.86% |
$6.66K - $7.9K
|
345
$172K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
300New |
$125K - $148K
|
300
$149K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
417New |
$174K - $206K
|
417
$207K
|