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 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9+ 0.35% |
$1.68K - $2.18K
|
2.57K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.92K- 99.59% |
$359K - $466K
|
8
$3.95K
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-47K- 34.81% |
$8.76M - $11.4M
|
88K
$43.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.9K- 98.7% |
$2.77M - $3.6M
|
195
$96.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-81.9K- 63.98% |
$15.3M - $19.9M
|
46.1K
$22.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.8KNew |
$1.08M - $1.41M
|
5.8K
$2.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15- 50.0% |
$2.8K - $3.64K
|
15
$7.41K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
617New |
$115K - $150K
|
617
$305K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3- 50.0% |
$559 - $727
|
3
$1.48K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-266- 77.33% |
$49.6K - $64.5K
|
78
$38.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
36New |
$6.71K - $8.73K
|
36
$17.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
295New |
$55K - $71.5K
|
295
$146K
|
|
|
Nov 04, 2022
Q3 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.43M- 99.89% |
$640M - $833M
|
3.9K
$1.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
154+ 7.45% |
$28.7K - $37.3K
|
2.22K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
645New |
$120K - $156K
|
645
$318K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.8K - $3.64K
|
15
$7.41K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
328+ 4.69% |
$61.1K - $79.5K
|
7.32K
$3.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 47.24% |
$406K - $528K
|
2.43K
$1.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-16- 1.41% |
$2.98K - $3.88K
|
1.12K
$553K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
21New |
$3.91K - $5.09K
|
21
$10.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
69New |
$12.9K - $16.7K
|
69
$34.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.59KNew |
$670K - $871K
|
3.59K
$1.77M
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
921New |
$172K - $223K
|
921
$455K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
PUT |
300+ 10.71% |
$55.9K - $72.7K
|
3.1K
$1.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
691New |
$129K - $168K
|
691
$341K
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.24K- 33.46% |
$603K - $785K
|
6.44K
$3.18M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-388- 33.39% |
$72.3K - $94.1K
|
774
$382K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.06K- 59.35% |
$198K - $257K
|
726
$358K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-150- 72.46% |
$28K - $36.4K
|
57
$28.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
3.39KNew |
$631K - $821K
|
3.39K
$1.67M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.18K- 13.13% |
$219K - $285K
|
7.78K
$3.84M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-80- 13.63% |
$14.9K - $19.4K
|
507
$250K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1- 0.24% |
$186 - $242
|
417
$206K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
100+ 111.11% |
$18.6K - $24.2K
|
190
$93.8K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
12New |
$2.24K - $2.91K
|
12
$5.92K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
14.9K+ 39.84% |
$2.83M - $4.54M
|
52.1K
$25.7M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
50KNew |
$9.54M - $15.3M
|
50K
$24.7M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-9Closed |
$1.72K - $2.75K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-16.4KClosed |
$3.13M - $5.01M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-772Closed |
$147K - $236K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-27.6KClosed |
$5.27M - $8.44M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-966Closed |
$184K - $295K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
375New |
$71.5K - $115K
|
375
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2KClosed |
$381K - $611K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50Closed |
$9.54K - $15.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-17.9K- 32.96% |
$3.41M - $5.46M
|
36.3K
$17.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 25.0% |
$381 - $611
|
10
$4.94K
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-8.79KClosed |
$1.68M - $2.69M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
48New |
$9.15K - $14.7K
|
48
$23.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$2.36M - $3.79M
|
0
$0
|
|