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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
800+ 33.7% |
$333K - $395K
|
3.17K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
231+ 15.23% |
$96.1K - $114K
|
1.75K
$956K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.31% |
$416 - $494
|
325
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.23KNew |
$512K - $608K
|
1.23K
$672K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
40.6K+ 200.0% |
$16.9M - $20.1M
|
60.9K
$33.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 17.65% |
$3.75K - $4.45K
|
60
$32.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.2KNew |
$916K - $1.09M
|
2.2K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-200- 23.61% |
$83.2K - $98.8K
|
647
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
300New |
$125K - $148K
|
300
$164K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$2.5K - $2.96K
|
6
$3.28K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 8.59% |
$444K - $527K
|
13.5K
$7.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-4.5K- 15.46% |
$1.87M - $2.22M
|
24.6K
$13.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-120- 76.92% |
$49.9K - $59.3K
|
36
$19.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
36+ 80.0% |
$15K - $17.8K
|
81
$44.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$10.4K - $12.4K
|
25
$13.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.5K- 23.44% |
$624K - $741K
|
4.9K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
561New |
$233K - $277K
|
561
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$6.66K - $7.9K
|
16
$8.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
438New |
$182K - $216K
|
438
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$3.75K - $4.45K
|
9
$4.92K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
121New |
$50.4K - $59.8K
|
121
$66.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.1K+ 25.39% |
$32.1M - $38.1M
|
381K
$208M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 0.97% |
$422K - $501K
|
104K
$56.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9- 11.11% |
$3.75K - $4.45K
|
72
$39.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-18- 50.0% |
$7.49K - $8.89K
|
18
$9.84K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.66K - $1.98K
|
4
$2.19K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-411- 92.57% |
$171K - $203K
|
33
$18K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
424New |
$176K - $209K
|
424
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
423New |
$176K - $209K
|
423
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.99% |
$2.08K - $2.47K
|
511
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 90.0% |
$375K - $445K
|
100
$54.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
PUT |
-200- 5.71% |
$83.2K - $98.8K
|
3.3K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
216+ 32.1% |
$89.9K - $107K
|
889
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
508New |
$211K - $251K
|
508
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
419New |
$174K - $207K
|
419
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
44+ 69.84% |
$18.3K - $21.7K
|
107
$58.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 5.71% |
$832 - $988
|
33
$18K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$734K - $871K
|
1.76K
$964K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$1.15M - $1.37M
|
2.78K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$416 - $494
|
1
$547
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
195New |
$81.1K - $96.3K
|
195
$107K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$2.08K - $2.47K
|
5
$2.73K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3- 0.45% |
$1.25K - $1.48K
|
657
$359K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.03K- 66.82% |
$2.21M - $2.68M
|
3K
$1.64M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-379- 42.39% |
$139K - $169K
|
515
$282K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
486New |
$178K - $216K
|
486
$266K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2KNew |
$733K - $890K
|
2K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
40+ 5.43% |
$14.7K - $17.8K
|
777
$425K
|
|