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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
105+ 2.89% |
$47.4K - $59.4K
|
3.73K
$1.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.73K+ 68.07% |
$4.4M - $5.51M
|
24K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.28K+ 1.67% |
$1.93M - $2.42M
|
261K
$134M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-44- 1.76% |
$19.9K - $24.9K
|
2.46K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-23.2K- 39.58% |
$10.5M - $13.1M
|
35.4K
$18.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9+ 0.4% |
$4.06K - $5.09K
|
2.26K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-571- 43.55% |
$258K - $323K
|
740
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-200- 10.0% |
$90.3K - $113K
|
1.8K
$929K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
687+ 82.87% |
$310K - $389K
|
1.52K
$782K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.45% |
$1.35K - $1.7K
|
663
$342K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
141+ 9.09% |
$63.7K - $79.8K
|
1.69K
$874K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7+ 0.14% |
$3.16K - $3.96K
|
5.14K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.37KNew |
$1.97M - $2.47M
|
4.37K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
408+ 53.26% |
$184K - $231K
|
1.17K
$606K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 1.92% |
$452 - $566
|
53
$27.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
140+ 10.75% |
$63.2K - $79.2K
|
1.44K
$744K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 32.14% |
$4.06K - $5.09K
|
37
$19.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
5.23KNew |
$2.36M - $2.96M
|
5.23K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
139+ 6.87% |
$62.8K - $78.7K
|
2.16K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
145+ 8.29% |
$65.5K - $82.1K
|
1.9K
$978K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6+ 0.57% |
$2.71K - $3.4K
|
1.07K
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-208K- 58.45% |
$94M - $118M
|
148K
$76.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3+ 0.34% |
$1.35K - $1.7K
|
881
$455K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
370New |
$167K - $209K
|
370
$191K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
635+ 2.71% |
$287K - $359K
|
24.1K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
93+ 20.22% |
$42K - $52.6K
|
553
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
338+ 3.84% |
$153K - $191K
|
9.13K
$4.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
49+ 7.93% |
$22.1K - $27.7K
|
667
$344K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-43- 1.7% |
$19.4K - $24.3K
|
2.49K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
BUY
|
- |
9.58K+ 4.28% |
$4.33M - $5.42M
|
234K
$121M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3+ 0.3% |
$1.35K - $1.7K
|
993
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
429+ 10.61% |
$194K - $243K
|
4.47K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
31+ 2.92% |
$14K - $17.5K
|
1.09K
$564K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.49% |
$1.35K - $1.7K
|
205
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-920- 3.06% |
$415K - $521K
|
29.2K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
22+ 16.06% |
$9.93K - $12.5K
|
159
$82.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-53- 1.28% |
$23.9K - $30K
|
4.09K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-70- 2.65% |
$31.6K - $39.6K
|
2.57K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-7.38K- 49.68% |
$3.33M - $4.17M
|
7.47K
$3.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
444+ 10.05% |
$201K - $251K
|
4.86K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-856- 4.76% |
$387K - $484K
|
17.1K
$8.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
40+ 0.59% |
$18.1K - $22.6K
|
6.79K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-24- 1.25% |
$10.8K - $13.6K
|
1.9K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10+ 2.17% |
$4.52K - $5.66K
|
471
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
179+ 18.76% |
$80.8K - $101K
|
1.13K
$585K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
425+ 44.18% |
$192K - $241K
|
1.39K
$716K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-27- 33.33% |
$12.2K - $15.3K
|
54
$27.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
382New |
$173K - $216K
|
382
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 41.67% |
$4.52K - $5.66K
|
34
$17.5K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.17K+ 31.6% |
$528K - $662K
|
4.87K
$2.52M
|