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 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4- 0.93% |
$1.89K - $2.2K
|
425
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-41- 8.25% |
$19.3K - $22.6K
|
456
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-23- 2.46% |
$10.8K - $12.7K
|
911
$498K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
165New |
$77.8K - $90.9K
|
165
$90.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
814+ 7.03% |
$384K - $448K
|
12.4K
$6.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
342K+ 42.54% |
$161M - $188M
|
1.15M
$626M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-29- 5.95% |
$13.7K - $16K
|
458
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-201- 4.47% |
$94.7K - $111K
|
4.3K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
48New |
$22.6K - $26.4K
|
48
$26.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
325New |
$153K - $179K
|
325
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.58% |
$11.3K - $13.2K
|
1.54K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
398New |
$188K - $219K
|
398
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
8.98KNew |
$4.23M - $4.94M
|
8.98K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
12.4KNew |
$5.85M - $6.84M
|
12.4K
$6.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.23KNew |
$3.88M - $4.53M
|
8.23K
$4.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
543New |
$256K - $299K
|
543
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
467New |
$220K - $257K
|
467
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
32New |
$15.1K - $17.6K
|
32
$17.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-7.58K- 32.93% |
$3.57M - $4.17M
|
15.4K
$8.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.09KNew |
$512K - $599K
|
1.09K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24- 5.29% |
$11.3K - $13.2K
|
430
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
517New |
$244K - $285K
|
517
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-399- 54.14% |
$188K - $220K
|
338
$185K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
13New |
$6.13K - $7.16K
|
13
$7.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-37- 8.04% |
$17.4K - $20.4K
|
423
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
59New |
$27.8K - $32.5K
|
59
$32.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
411New |
$194K - $226K
|
411
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.23% |
$943 - $1.1K
|
885
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
95+ 22.78% |
$44.8K - $52.3K
|
512
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
104New |
$49K - $57.3K
|
104
$56.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
65+ 9.29% |
$30.6K - $35.8K
|
765
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-422- 39.89% |
$199K - $232K
|
636
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
197+ 6.01% |
$92.8K - $108K
|
3.47K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-127- 3.31% |
$59.9K - $69.9K
|
3.71K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
91New |
$42.9K - $50.1K
|
91
$49.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-226- 2.83% |
$107K - $124K
|
7.76K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$6.13K - $7.16K
|
13
$7.11K
|
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-17.2K- 19.24% |
$8.11M - $9.47M
|
72.2K
$39.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.46K+ 196.48% |
$1.16M - $1.35M
|
3.71K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6- 1.38% |
$2.83K - $3.3K
|
428
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
386New |
$182K - $213K
|
386
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
9New |
$4.24K - $4.96K
|
9
$4.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
385New |
$181K - $212K
|
385
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 77.52% |
$94.3K - $110K
|
458
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 4.76% |
$47.1K - $55.1K
|
2K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
4.08K+ 27.44% |
$1.92M - $2.25M
|
18.9K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
115KNew |
$54.4M - $63.6M
|
115K
$63.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-3.87K- 16.43% |
$1.83M - $2.13M
|
19.7K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-177- 27.61% |
$83.4K - $97.5K
|
464
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
418New |
$197K - $230K
|
418
$229K
|
|