Latest Institutional Purchases of Intuitive Surgical Inc (ISRG)
This list provides information on the latest institutional transactions involving Intuitive Surgical Inc (ISRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30New |
$14.1K - $16.5K
|
30
$17.2K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
29+ 1.16% |
$13.7K - $16K
|
2.53K
$1.44M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 7.11% |
$13.7K - $16K
|
437
$250K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28+ 0.07% |
$13.2K - $15.4K
|
40.7K
$23.3M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 2.89% |
$12.7K - $14.9K
|
962
$550K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
27+ 1.13% |
$12.7K - $14.9K
|
2.41K
$1.38M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
26+ 4.95% |
$12.3K - $14.3K
|
551
$315K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26+ 5.68% |
$12.3K - $14.3K
|
484
$277K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 1.76% |
$12.3K - $14.3K
|
1.51K
$861K
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
26+ 1.81% |
$12.3K - $14.3K
|
1.47K
$838K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25+ 0.71% |
$11.8K - $13.8K
|
3.56K
$2.03M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25+ 5.13% |
$11.8K - $13.8K
|
512
$293K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25+ 4.76% |
$11.8K - $13.8K
|
550
$315K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$14.3K
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25New |
$11.8K - $13.8K
|
25
$14.3K
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
25+ 3.57% |
$11.8K - $13.8K
|
725
$415K
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
25+ 3.53% |
$11.8K - $13.8K
|
733
$419K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.57% |
$11.8K - $13.8K
|
4.38K
$2.51M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
24+ 480.0% |
$11.3K - $13.2K
|
29
$16.6K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 8.16% |
$11.3K - $13.2K
|
318
$182K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23+ 3.0% |
$10.8K - $12.7K
|
789
$451K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
21+ 1.84% |
$9.9K - $11.6K
|
1.16K
$664K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 0.15% |
$9.9K - $11.6K
|
14.2K
$8.15M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
20New |
$9.43K - $11K
|
20
$11.4K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 4.21% |
$9.43K - $11K
|
495
$283K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 3.0% |
$9.43K - $11K
|
687
$393K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19+ 1.86% |
$8.95K - $10.5K
|
1.04K
$594K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 3.75% |
$8.95K - $10.5K
|
526
$301K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
19+ 1.59% |
$8.95K - $10.5K
|
1.22K
$695K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
19+ 1.33% |
$8.95K - $10.5K
|
1.45K
$828K
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
17+ 3.94% |
$8.01K - $9.36K
|
449
$257K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 283.33% |
$8.01K - $9.36K
|
23
$13.2K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
16+ 1.96% |
$7.54K - $8.81K
|
834
$477K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 2.46% |
$7.07K - $8.26K
|
624
$357K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 9.74% |
$7.07K - $8.26K
|
169
$96.6K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
15New |
$7.07K - $8.26K
|
15
$8.58K
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
15+ 0.34% |
$7.07K - $8.26K
|
4.43K
$2.53M
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 1.14% |
$7.07K - $8.26K
|
1.34K
$763K
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14+ 0.63% |
$6.6K - $7.71K
|
2.25K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14+ 1.65% |
$6.6K - $7.71K
|
864
$494K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14+ 2.75% |
$6.6K - $7.71K
|
523
$299K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
14+ 0.85% |
$6.6K - $7.71K
|
1.66K
$952K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14+ 1.24% |
$6.6K - $7.71K
|
1.14K
$654K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
14New |
$6.6K - $7.71K
|
14
$8.01K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 1.44% |
$6.6K - $7.71K
|
988
$565K
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13+ 1.86% |
$6.13K - $7.16K
|
713
$408K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 2.98% |
$6.13K - $7.16K
|
449
$257K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
13+ 0.56% |
$6.13K - $7.16K
|
2.33K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
12+ 1.24% |
$5.66K - $6.61K
|
977
$559K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
12New |
$5.66K - $6.61K
|
12
$6.86K
|