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 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.3KNew |
$292K - $353K
|
1.3K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
6.52KNew |
$1.47M - $1.77M
|
6.52K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
30.1KNew |
$6.76M - $8.17M
|
30.1K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-1.3K- 92.86% |
$292K - $353K
|
100
$49.4K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.13K- 48.56% |
$478K - $577K
|
2.25K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-36- 11.39% |
$8.09K - $9.77K
|
280
$138K
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1.6KNew |
$360K - $434K
|
1.6K
$790K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3New |
$674 - $814
|
3
$1.48K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
185+ 5.54% |
$41.6K - $50.2K
|
3.53K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-42- 29.37% |
$9.44K - $11.4K
|
101
$49.9K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
19+ 0.47% |
$4.27K - $5.16K
|
4.05K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.32KNew |
$297K - $358K
|
1.32K
$652K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
89+ 10.79% |
$20K - $24.2K
|
914
$451K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-215- 9.19% |
$48.3K - $58.3K
|
2.13K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
41.4KNew |
$9.3M - $11.2M
|
41.4K
$20.4M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
41New |
$9.21K - $11.1K
|
41
$20.2K
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
930New |
$209K - $252K
|
930
$459K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.97K+ 108.95% |
$668K - $806K
|
5.7K
$2.81M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.26MNew |
$1.63B - $1.97B
|
7.26M
$3.59B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18+ 24.32% |
$4.05K - $4.88K
|
92
$45.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$2.02K - $2.44K
|
3
$1.48K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-8.1KClosed |
$1.82M - $2.2M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
7.84K+ 78.37% |
$1.76M - $2.13M
|
17.8K
$8.81M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.74% |
$1.35K - $1.63K
|
801
$395K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
50New |
$11.2K - $13.6K
|
50
$24.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 18.18% |
$450 - $543
|
9
$4.44K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.76K+ 897.52% |
$2.19M - $2.65M
|
10.8K
$5.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$899 - $1.09K
|
4
$1.97K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-4.07K- 46.86% |
$915K - $1.1M
|
4.61K
$2.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.1KNew |
$247K - $298K
|
1.1K
$543K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$674 - $814
|
3
$1.48K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
66+ 1650.0% |
$14.8K - $17.9K
|
70
$34.6K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-115- 0.53% |
$25.8K - $31.2K
|
21.8K
$10.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-21- 80.77% |
$4.72K - $5.7K
|
5
$2.47K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
40+ 2.07% |
$8.99K - $10.9K
|
1.97K
$972K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
17.8KNew |
$3.99M - $4.82M
|
17.8K
$8.77M
|
|
| Q4 2022 | |||||||
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 33.33% |
$549 - $845
|
6
$2.96K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-699- 29.39% |
$128K - $197K
|
1.68K
$829K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.19KNew |
$217K - $335K
|
1.19K
$587K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
22.5KNew |
$4.12M - $6.34M
|
22.5K
$11.1M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.26KNew |
$230K - $354K
|
1.26K
$620K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
315New |
$57.7K - $88.7K
|
315
$156K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
72New |
$13.2K - $20.3K
|
72
$35.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.5KNew |
$1.01M - $1.55M
|
5.5K
$2.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.04KNew |
$374K - $576K
|
2.04K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.06KNew |
$193K - $298K
|
1.06K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
126+ 4.15% |
$23.1K - $35.5K
|
3.16K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
853New |
$156K - $240K
|
853
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2- 0.14% |
$366 - $563
|
1.47K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6+ 0.33% |
$1.1K - $1.69K
|
1.81K
$892K
|
|