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 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
41+ 1.67% |
$10.4K - $14K
|
2.5K
$1.23M
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
SELL
|
- |
-28.7K- 25.47% |
$7.28M - $9.81M
|
84K
$41.5M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-63.9K- 7.54% |
$16.2M - $21.9M
|
784K
$387M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
$19K - $25.6K
|
75
$37K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20- 0.22% |
$5.07K - $6.84K
|
9.18K
$4.53M
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-56.8K- 37.36% |
$14.4M - $19.4M
|
95.2K
$47M
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-16- 1.67% |
$4.06K - $5.47K
|
941
$465K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
1.3KNew |
$330K - $445K
|
1.3K
$642K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
970New |
$246K - $332K
|
970
$479K
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-45- 3.86% |
$11.4K - $15.4K
|
1.12K
$554K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.79K- 14.23% |
$454K - $612K
|
10.8K
$5.33M
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
759New |
$192K - $260K
|
759
$375K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.4K- 2.78% |
$354K - $478K
|
48.8K
$24.1M
|
|
Aug 08, 2023
Q2 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
1.28MNew |
$324M - $437M
|
1.28M
$630M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-910- 99.89% |
$231K - $311K
|
1
$494
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.1KNew |
$1.55M - $2.09M
|
6.1K
$3.01M
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
BUY
|
- |
6.07KNew |
$1.54M - $2.07M
|
6.07K
$2.99M
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.83KNew |
$970K - $1.31M
|
3.83K
$1.89M
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.72K+ 95.8% |
$688K - $928K
|
5.55K
$2.74M
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.57KNew |
$399K - $538K
|
1.57K
$777K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.24KNew |
$314K - $423K
|
1.24K
$611K
|
|
Aug 01, 2023
Q2 2023
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-56.3K- 20.54% |
$14.3M - $19.3M
|
218K
$108M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
51+ 4.82% |
$12.9K - $17.4K
|
1.11K
$547K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-506- 19.66% |
$128K - $173K
|
2.07K
$1.02M
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
74New |
$18.8K - $25.3K
|
74
$36.5K
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
CALL |
700New |
$177K - $239K
|
700
$346K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.63KNew |
$1.43M - $1.93M
|
5.63K
$2.78M
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
656New |
$166K - $224K
|
656
$324K
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
801New |
$203K - $274K
|
801
$395K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-46- 14.02% |
$11.7K - $15.7K
|
282
$139K
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
90New |
$22.8K - $30.8K
|
90
$44.4K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-373- 55.01% |
$94.6K - $128K
|
305
$151K
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.25KNew |
$569K - $768K
|
2.25K
$1.11M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.35KNew |
$848K - $1.14M
|
3.35K
$1.65M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 11.76% |
$507 - $684
|
19
$9.38K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15New |
$3.8K - $5.13K
|
15
$7.41K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
135+ 8.71% |
$34.2K - $46.2K
|
1.69K
$832K
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.19KNew |
$302K - $407K
|
1.19K
$588K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
987New |
$250K - $337K
|
987
$487K
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
709New |
$180K - $242K
|
709
$350K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
30New |
$7.61K - $10.3K
|
30
$14.8K
|
|
Q1 2023 | |||||||
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.84% |
$7.19K - $8.68K
|
3.76K
$1.86M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
15.9KNew |
$3.58M - $4.32M
|
15.9K
$7.86M
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.35KNew |
$304K - $367K
|
1.35K
$668K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.59K- 60.57% |
$358K - $432K
|
1.04K
$512K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 11.63% |
$1.12K - $1.36K
|
38
$18.8K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
782+ 41.66% |
$176K - $212K
|
2.66K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
175+ 5.47% |
$39.3K - $47.5K
|
3.38K
$1.67M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$623K - $752K
|
2.77K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-3- 0.32% |
$674 - $814
|
929
$459K
|