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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2- 1.64% |
$832 - $988
|
120
$59.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
873New |
$363K - $431K
|
873
$434K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8- 30.77% |
$3.33K - $3.95K
|
18
$8.95K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$2.98K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
38+ 7.1% |
$15.8K - $18.8K
|
573
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.32K- 1.84% |
$549K - $652K
|
70.3K
$35M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 8.59% |
$444K - $527K
|
13.5K
$6.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.67% |
$3.33K - $3.95K
|
149
$74.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
13+ 1.75% |
$5.41K - $6.42K
|
755
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.47K+ 0.93% |
$2.69M - $3.19M
|
703K
$350M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 1.13% |
$3.33K - $3.95K
|
718
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-200- 5.04% |
$83.2K - $98.8K
|
3.77K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
425New |
$177K - $210K
|
425
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 31.91% |
$12.5K - $14.8K
|
124
$61.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-36- 1.49% |
$15K - $17.8K
|
2.39K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
436New |
$181K - $215K
|
436
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-4.5K- 15.46% |
$1.87M - $2.22M
|
24.6K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-41- 5.74% |
$17.1K - $20.3K
|
673
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
433New |
$180K - $214K
|
433
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-120- 76.92% |
$49.9K - $59.3K
|
36
$17.9K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-24- 0.79% |
$9.99K - $11.9K
|
3K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32+ 40.0% |
$13.3K - $15.8K
|
112
$55.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
36+ 80.0% |
$15K - $17.8K
|
81
$40.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
231+ 22.89% |
$96.1K - $114K
|
1.24K
$617K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
430New |
$179K - $212K
|
430
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$10.4K - $12.4K
|
25
$12.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.5K- 23.44% |
$624K - $741K
|
4.9K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
580New |
$241K - $287K
|
580
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
53+ 4.91% |
$22.1K - $26.2K
|
1.13K
$563K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
561New |
$233K - $277K
|
561
$279K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
291+ 20.64% |
$121K - $144K
|
1.7K
$846K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$6.66K - $7.9K
|
16
$7.96K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.2KNew |
$3.41M - $4.05M
|
8.2K
$4.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
447New |
$186K - $221K
|
447
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-97- 0.13% |
$40.4K - $47.9K
|
75K
$37.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60+ 50.0% |
$25K - $29.6K
|
180
$89.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
438New |
$182K - $216K
|
438
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.48K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
121New |
$50.4K - $59.8K
|
121
$60.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.1K+ 25.39% |
$32.1M - $38.1M
|
381K
$189M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 0.97% |
$422K - $501K
|
104K
$51.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9- 11.11% |
$3.75K - $4.45K
|
72
$35.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-18- 50.0% |
$7.49K - $8.89K
|
18
$8.95K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.66K - $1.98K
|
4
$1.99K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$2.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-411- 92.57% |
$171K - $203K
|
33
$16.4K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.19% |
$416 - $494
|
521
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 15.79% |
$2.5K - $2.96K
|
32
$15.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
424New |
$176K - $209K
|
424
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
51+ 5.58% |
$21.2K - $25.2K
|
965
$480K
|