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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 1.01% |
$3.66K - $4.45K
|
1K
$498K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 8.89% |
$36.6K - $44.5K
|
1.03K
$510K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.66% |
$1.47K - $1.78K
|
613
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
54New |
$19.8K - $24K
|
54
$26.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-30- 11.76% |
$11K - $13.4K
|
225
$112K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.35% |
$36.6K - $44.5K
|
28.6K
$14.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-108- 4.73% |
$39.6K - $48.1K
|
2.18K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.01% |
$733 - $890
|
22.2K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-27- 2.41% |
$9.89K - $12K
|
1.09K
$544K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
4+ 8.33% |
$1.47K - $1.78K
|
52
$25.9K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
104+ 4.26% |
$38.1K - $46.3K
|
2.55K
$1.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 111.76% |
$6.96K - $8.46K
|
36
$17.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-8- 47.06% |
$2.93K - $3.56K
|
9
$4.48K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5New |
$1.83K - $2.23K
|
5
$2.49K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
9New |
$3.3K - $4.01K
|
9
$4.48K
|
|
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
PUT |
-12M- 99.99% |
$4.4B - $5.34B
|
1.2K
$597K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.7KNew |
$623K - $757K
|
1.7K
$845K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$946K - $1.15M
|
2.58K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
6New |
$2.2K - $2.67K
|
6
$2.98K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-125- 4.57% |
$45.8K - $55.6K
|
2.61K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
499New |
$183K - $222K
|
499
$248K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2- 0.28% |
$733 - $890
|
725
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 3.7% |
$3.3K - $4.01K
|
252
$125K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.61KNew |
$1.69M - $2.05M
|
4.61K
$2.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$8.79K - $10.7K
|
24
$11.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25- 2.79% |
$9.16K - $11.1K
|
872
$434K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-8- 30.77% |
$2.93K - $3.56K
|
18
$8.95K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-13- 37.14% |
$4.76K - $5.79K
|
22
$10.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-287- 28.82% |
$105K - $128K
|
709
$353K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-69- 8.35% |
$25.3K - $30.7K
|
757
$376K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
465New |
$170K - $207K
|
465
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
25+ 5.26% |
$9.16K - $11.1K
|
500
$249K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7New |
$2.56K - $3.12K
|
7
$3.48K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-11- 17.74% |
$4.03K - $4.9K
|
51
$25.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-8- 1.28% |
$2.93K - $3.56K
|
616
$306K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
524New |
$192K - $233K
|
524
$261K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 65.57% |
$44K - $53.4K
|
63
$31.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 5.88% |
$2.2K - $2.67K
|
108
$53.7K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-12- 12.24% |
$3.87K - $4.81K
|
86
$42.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
PUT |
500New |
$161K - $200K
|
500
$249K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-15- 1.38% |
$4.83K - $6.01K
|
1.08K
$535K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$517K - $643K
|
1.6K
$798K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
67New |
$21.6K - $26.8K
|
67
$33.3K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$322 - $401
|
3
$1.49K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
451New |
$145K - $181K
|
451
$224K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
700+ 1093.75% |
$225K - $280K
|
764
$380K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21New |
$6.76K - $8.41K
|
21
$10.4K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-67- 18.16% |
$21.6K - $26.8K
|
302
$150K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55New |
$17.7K - $22K
|
55
$27.4K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
30New |
$9.66K - $12K
|
30
$14.9K
|
|