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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
CALL |
9KNew |
$2.9M - $3.61M
|
9K
$4.48M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19- 1.34% |
$6.12K - $7.61K
|
1.4K
$698K
|
|
|
May 07, 2024
Q1 2024
|
12 West Capital Management LP
New York, NY |
SELL
|
- |
-11K- 10.89% |
$3.54M - $4.41M
|
90K
$44.8M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
15New |
$4.83K - $6.01K
|
15
$7.46K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-718- 12.85% |
$231K - $288K
|
4.87K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.1K- 7.48% |
$354K - $441K
|
13.6K
$6.76M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
336New |
$108K - $135K
|
336
$167K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
24.1KNew |
$7.75M - $9.64M
|
24.1K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1New |
$322 - $401
|
1
$497
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
CALL |
-300- 75.0% |
$96.6K - $120K
|
100
$49.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
473+ 5.22% |
$152K - $189K
|
9.54K
$4.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-50- 0.73% |
$16.1K - $20K
|
6.75K
$3.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 66.67% |
$1.93K - $2.4K
|
15
$7.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1- 10.0% |
$322 - $401
|
9
$4.48K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-41- 3.02% |
$13.2K - $16.4K
|
1.32K
$655K
|
|
|
Apr 29, 2024
Q1 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
8.15KNew |
$2.63M - $3.26M
|
8.15K
$4.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.59KNew |
$834K - $1.04M
|
2.59K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
24+ 3.55% |
$7.73K - $9.61K
|
700
$348K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.16KNew |
$374K - $465K
|
1.16K
$577K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
7New |
$2.25K - $2.8K
|
7
$3.48K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12+ 1.24% |
$3.87K - $4.81K
|
982
$488K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-32K- 95.14% |
$10.3M - $12.8M
|
1.63K
$812K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
5+ 0.58% |
$1.61K - $2K
|
868
$432K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-63- 6.81% |
$20.3K - $25.2K
|
862
$429K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
3+ 15.0% |
$966 - $1.2K
|
23
$11.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.4KNew |
$773K - $961K
|
2.4K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-10- 1.12% |
$3.22K - $4.01K
|
885
$440K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
257New |
$82.8K - $103K
|
257
$128K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.2K- 89.36% |
$1.35M - $1.68M
|
500
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
45New |
$14.5K - $18K
|
45
$22.4K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
2.35KNew |
$757K - $941K
|
2.35K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 4.55% |
$322 - $401
|
23
$11.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-90- 72.0% |
$29K - $36.1K
|
35
$17.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.78% |
$1.61K - $2K
|
632
$314K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 2.51% |
$4.51K - $5.61K
|
544
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
14+ 0.57% |
$4.51K - $5.61K
|
2.48K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 2.94% |
$322 - $401
|
33
$16.4K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-66- 9.98% |
$21.3K - $26.4K
|
595
$296K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-13.8K- 5.98% |
$4.45M - $5.54M
|
217K
$108M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
15New |
$4.83K - $6.01K
|
15
$7.46K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
11+ 33.33% |
$3.54K - $4.41K
|
44
$21.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 33.33% |
$2.58K - $3.2K
|
16
$7.96K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-18- 26.47% |
$4.65K - $6.09K
|
50
$24.9K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
500New |
$129K - $169K
|
500
$249K
|
|
|
May 14, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
7.69KNew |
$1.99M - $2.6M
|
7.69K
$3.83M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
3.51KNew |
$906K - $1.19M
|
3.51K
$1.74M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 13.64% |
$2.33K - $3.05K
|
75
$37.3K
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
599New |
$155K - $203K
|
599
$298K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
756New |
$195K - $256K
|
756
$376K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
82New |
$21.2K - $27.7K
|
82
$40.8K
|
|