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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
59+ 10.87% |
$15.3K - $20K
|
602
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.76KNew |
$456K - $597K
|
1.76K
$877K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.3KNew |
$2.65M - $3.47M
|
10.3K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
570+ 66.9% |
$147K - $193K
|
1.42K
$707K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
24New |
$6.2K - $8.12K
|
24
$11.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.58K+ 158100.0% |
$409K - $535K
|
1.58K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
13New |
$3.36K - $4.4K
|
13
$6.46K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
98+ 9.03% |
$25.3K - $33.2K
|
1.18K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2KNew |
$516K - $675K
|
2K
$993K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
109+ 3.69% |
$28.2K - $36.9K
|
3.06K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1- 0.14% |
$258 - $338
|
736
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.45% |
$775 - $1.02K
|
660
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
54New |
$14K - $18.3K
|
54
$26.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-30- 3.44% |
$7.75K - $10.2K
|
842
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
819New |
$212K - $277K
|
819
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
593New |
$153K - $201K
|
593
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
90New |
$23.3K - $30.5K
|
90
$44.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
16+ 1.64% |
$4.14K - $5.41K
|
990
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-146- 8.41% |
$37.7K - $49.4K
|
1.59K
$791K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
1.36KNew |
$353K - $462K
|
1.36K
$678K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-2.87K- 76.35% |
$743K - $972K
|
890
$443K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
36+ 4.0% |
$9.31K - $12.2K
|
936
$465K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 4.84% |
$775 - $1.02K
|
59
$29.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
667New |
$172K - $226K
|
667
$332K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-33.3K- 96.24% |
$8.6M - $11.3M
|
1.3K
$646K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-453- 24.26% |
$117K - $153K
|
1.41K
$703K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11New |
$2.84K - $3.72K
|
11
$5.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
112New |
$29K - $37.9K
|
112
$55.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 1.18% |
$6.46K - $8.46K
|
2.1K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
60New |
$15.5K - $20.3K
|
60
$29.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$311K - $407K
|
1.2K
$599K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.29K- 42.86% |
$334K - $438K
|
1.72K
$857K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$2.58K - $3.38K
|
10
$4.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.38K+ 45.91% |
$1.39M - $1.82M
|
17.1K
$8.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-13K- 86.09% |
$3.36M - $4.4M
|
2.1K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 150.0% |
$11.6K - $15.2K
|
75
$37.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
675New |
$174K - $228K
|
675
$336K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-300- 3.96% |
$77.5K - $102K
|
7.28K
$3.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
5New |
$1.29K - $1.69K
|
5
$2.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
145New |
$37.5K - $49.1K
|
145
$72.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-236- 5.62% |
$61K - $79.9K
|
3.96K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
363+ 14.25% |
$93.8K - $123K
|
2.91K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2.21K+ 3.76% |
$572K - $749K
|
61.1K
$30.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-116- 13.58% |
$30K - $39.3K
|
738
$367K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
17+ 1.54% |
$4.39K - $5.75K
|
1.12K
$558K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
613New |
$158K - $207K
|
613
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8- 0.8% |
$2.07K - $2.71K
|
987
$491K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
42New |
$10.9K - $14.2K
|
42
$20.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
39+ 125.81% |
$10.1K - $13.2K
|
70
$34.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
448+ 7.17% |
$116K - $152K
|
6.69K
$3.33M
|