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 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
423New |
$176K - $209K
|
423
$210K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-36- 7.88% |
$15K - $17.8K
|
421
$209K
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4+ 0.8% |
$1.66K - $1.98K
|
504
$251K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.99% |
$2.08K - $2.47K
|
511
$254K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 90.0% |
$375K - $445K
|
100
$49.7K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
PUT |
-200- 5.71% |
$83.2K - $98.8K
|
3.3K
$1.64M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
216+ 32.1% |
$89.9K - $107K
|
889
$442K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
92+ 4.53% |
$38.3K - $45.4K
|
2.13K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
269New |
$112K - $133K
|
269
$134K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 5.79% |
$4.58K - $5.43K
|
201
$100K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.07% |
$416 - $494
|
1.5K
$746K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
508New |
$211K - $251K
|
508
$253K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
419New |
$174K - $207K
|
419
$208K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-100- 11.11% |
$41.6K - $49.4K
|
800
$398K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
44+ 69.84% |
$18.3K - $21.7K
|
107
$53.2K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 5.71% |
$832 - $988
|
33
$16.4K
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
SELL
|
- |
-18.3K- 22.88% |
$7.6M - $9.03M
|
61.6K
$30.6M
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-7- 0.79% |
$2.91K - $3.46K
|
874
$435K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$734K - $871K
|
1.76K
$877K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$1.15M - $1.37M
|
2.78K
$1.38M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$416 - $494
|
1
$497
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 55.56% |
$4.16K - $4.94K
|
28
$13.9K
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
12.9KNew |
$5.37M - $6.37M
|
12.9K
$6.42M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14New |
$5.83K - $6.92K
|
14
$6.96K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8- 1.5% |
$3.33K - $3.95K
|
526
$262K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 400.0% |
$4.99K - $5.93K
|
15
$7.46K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
195New |
$81.1K - $96.3K
|
195
$97K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-54- 50.0% |
$22.5K - $26.7K
|
54
$26.9K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.49K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3- 0.45% |
$1.25K - $1.48K
|
657
$327K
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-328- 3.41% |
$136K - $162K
|
9.3K
$4.62M
|
|
Q2 2024 | |||||||
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
202K+ 26.16% |
$74M - $90M
|
974K
$485M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-379- 42.39% |
$139K - $169K
|
515
$256K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
486New |
$178K - $216K
|
486
$242K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$995K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-45- 75.0% |
$16.5K - $20K
|
15
$7.46K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
40+ 5.43% |
$14.7K - $17.8K
|
777
$386K
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
450New |
$165K - $200K
|
450
$224K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
19K+ 153.23% |
$6.96M - $8.46M
|
31.4K
$15.6M
|
|
Aug 14, 2024
Q2 2024
|
Rtw Investments, LP
New York, NY |
BUY
|
- |
103K+ 104.5% |
$37.9M - $46M
|
202K
$101M
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
810New |
$297K - $361K
|
810
$403K
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.19K+ 1041.74% |
$2.63M - $3.2M
|
7.88K
$3.92M
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
6K+ 35.29% |
$2.2M - $2.67M
|
23K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.16K- 64.86% |
$1.16M - $1.4M
|
1.71K
$850K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.15% |
$366 - $445
|
676
$336K
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
450New |
$165K - $200K
|
450
$224K
|
|
Aug 14, 2024
Q2 2024
|
Viking Global Investors LP
|
SELL
|
- |
-434K- 56.22% |
$159M - $193M
|
338K
$168M
|
|
Aug 14, 2024
Q2 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-12.5K- 33.33% |
$4.58M - $5.56M
|
25K
$12.4M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
473New |
$173K - $211K
|
473
$235K
|