Latest Institutional Sells of Intuitive Surgical Inc (ISRG)
This list provides information on the latest institutional transactions involving Intuitive Surgical Inc (ISRG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-699- 29.39% |
$128K - $197K
|
1.68K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-287- 12.2% |
$52.5K - $80.9K
|
2.07K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-225- 1.79% |
$41.2K - $63.4K
|
12.4K
$7.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-220- 29.33% |
$40.3K - $62K
|
530
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-183- 10.36% |
$33.5K - $51.6K
|
1.58K
$916K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-135- 11.75% |
$24.7K - $38K
|
1.01K
$587K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-78- 89.66% |
$14.3K - $22K
|
9
$5.21K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 4.25% |
$4.39K - $6.76K
|
541
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-23- 0.55% |
$4.21K - $6.48K
|
4.17K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-15- 0.76% |
$2.75K - $4.23K
|
1.95K
$1.13M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 33.33% |
$549 - $845
|
6
$3.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2- 0.14% |
$366 - $563
|
1.47K
$853K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.43M- 99.89% |
$640M - $833M
|
3.9K
$2.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-81.9K- 63.98% |
$15.3M - $19.9M
|
46.1K
$26.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-47K- 34.81% |
$8.76M - $11.4M
|
88K
$50.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-20.8KClosed |
$3.87M - $5.04M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.9K- 98.7% |
$2.77M - $3.6M
|
195
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-13.6K- 68.64% |
$2.54M - $3.3M
|
6.23K
$3.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.24K- 33.46% |
$603K - $785K
|
6.44K
$3.72M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.23KClosed |
$415K - $539K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 47.24% |
$406K - $528K
|
2.43K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.92K- 99.59% |
$359K - $466K
|
8
$4.63K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.42K- 54.35% |
$264K - $344K
|
1.19K
$690K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.18K- 13.13% |
$219K - $285K
|
7.78K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.12KClosed |
$209K - $271K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.06K- 59.35% |
$198K - $257K
|
726
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-478- 0.47% |
$89.1K - $116K
|
102K
$59M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-388- 33.39% |
$72.3K - $94.1K
|
774
$448K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-266- 77.33% |
$49.6K - $64.5K
|
78
$45.1K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-260- 8.18% |
$48.5K - $63K
|
2.92K
$1.69M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-150- 72.46% |
$28K - $36.4K
|
57
$33K
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-135- 62.5% |
$25.2K - $32.7K
|
81
$46.9K
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-85- 17.53% |
$15.8K - $20.6K
|
400
$231K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-80- 13.63% |
$14.9K - $19.4K
|
507
$293K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-75Closed |
$14K - $18.2K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-16- 1.41% |
$2.98K - $3.88K
|
1.12K
$648K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15- 50.0% |
$2.8K - $3.64K
|
15
$8.68K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3- 50.0% |
$559 - $727
|
3
$1.74K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1- 0.24% |
$186 - $242
|
417
$241K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-130KClosed |
$24.8M - $39.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-105KClosed |
$20.1M - $32.2M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-51.3KClosed |
$9.79M - $15.7M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-27.6KClosed |
$5.27M - $8.44M
|
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
$21M
|
|
|
Aug 15, 2022
Q2 2022
|
Endurant Capital Management LP
San Mateo, CA |
SELL
|
- |
-17.2KClosed |
$3.29M - $5.27M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-16.4KClosed |
$3.13M - $5.01M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$2.36M - $3.79M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
North Growth Management Ltd.
|
SELL
|
- |
-11KClosed |
$2.1M - $3.36M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-10.7KClosed |
$2.05M - $3.28M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.2KClosed |
$1.94M - $3.11M
|
0
$0
|
|