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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
53New |
$19.4K - $23.6K
|
53
$26.4K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
100+ 22.03% |
$36.6K - $44.5K
|
554
$276K
|
|
Aug 06, 2024
Q2 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
17.5K+ 35.85% |
$6.43M - $7.81M
|
66.5K
$33.1M
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$995K
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-120Closed |
$44K - $53.4K
|
0
$0
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 415.38% |
$19.8K - $24K
|
67
$33.3K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.84% |
$733 - $890
|
235
$117K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
67.5KNew |
$24.7M - $30M
|
67.5K
$33.6M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
101+ 12.9% |
$37K - $45K
|
884
$440K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27+ 385.71% |
$9.89K - $12K
|
34
$16.9K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-60- 33.33% |
$22K - $26.7K
|
120
$59.7K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
CALL |
2.2K+ 110.0% |
$806K - $979K
|
4.2K
$2.09M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.29% |
$2.2K - $2.67K
|
2.09K
$1.04M
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
700New |
$256K - $312K
|
700
$348K
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
492New |
$180K - $219K
|
492
$245K
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
464New |
$170K - $207K
|
464
$231K
|
|
Jul 31, 2024
Q2 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
11KNew |
$4.03M - $4.9M
|
11K
$5.47M
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
60+ 3.4% |
$22K - $26.7K
|
1.83K
$908K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 8.21% |
$4.03K - $4.9K
|
123
$61.2K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 7.3% |
$4.76K - $5.79K
|
191
$95K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-200- 24.33% |
$73.3K - $89K
|
622
$309K
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
84.9KNew |
$31.1M - $37.8M
|
84.9K
$42.2M
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-200- 14.81% |
$73.3K - $89K
|
1.15K
$572K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 16.67% |
$733 - $890
|
14
$6.96K
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-250- 33.33% |
$91.6K - $111K
|
500
$249K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 4.66% |
$15K - $18.2K
|
921
$458K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
59New |
$21.6K - $26.3K
|
59
$29.3K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 11.76% |
$1.47K - $1.78K
|
38
$18.9K
|
|
Jul 29, 2024
Q2 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-2.5K- 12.5% |
$916K - $1.11M
|
17.5K
$8.7M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
90New |
$33K - $40.1K
|
90
$44.8K
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
58+ 69.88% |
$21.2K - $25.8K
|
141
$70.1K
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.07K- 15.0% |
$390K - $474K
|
6.03K
$3M
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
36+ 4.04% |
$13.2K - $16K
|
927
$461K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
34New |
$12.5K - $15.1K
|
34
$16.9K
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
144+ 15.91% |
$52.8K - $64.1K
|
1.05K
$522K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-13- 2.12% |
$4.76K - $5.79K
|
600
$298K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 2.68% |
$6.96K - $8.46K
|
727
$362K
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 1.94% |
$3.66K - $4.45K
|
506
$252K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
13.3K+ 36.76% |
$4.87M - $5.92M
|
49.5K
$24.6M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$5.13K - $6.23K
|
14
$6.96K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
710New |
$260K - $316K
|
710
$353K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$110K - $134K
|
300
$149K
|
|
Jul 24, 2024
Q2 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-20K- 62.5% |
$7.33M - $8.9M
|
12K
$5.97M
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
51+ 3.54% |
$18.7K - $22.7K
|
1.49K
$742K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.25KNew |
$823K - $1M
|
2.25K
$1.12M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
302New |
$111K - $134K
|
302
$150K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.5K- 18.87% |
$550K - $668K
|
6.45K
$3.21M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
226+ 25.08% |
$82.8K - $101K
|
1.13K
$560K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
31+ 14.49% |
$11.4K - $13.8K
|
245
$122K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
81+ 3.22% |
$29.7K - $36.1K
|
2.59K
$1.29M
|