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 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 27.27% |
$2.71K - $3.4K
|
16
$8.26K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-88- 8.01% |
$39.7K - $49.8K
|
1.01K
$521K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-17- 3.79% |
$7.68K - $9.62K
|
432
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
396New |
$179K - $224K
|
396
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
987+ 27.89% |
$446K - $559K
|
4.53K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-133- 0.53% |
$60.1K - $75.3K
|
25K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 4.32% |
$1.01M - $1.27M
|
49.7K
$25.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-38- 4.13% |
$17.2K - $21.5K
|
883
$456K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
384New |
$173K - $217K
|
384
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
59+ 23.79% |
$26.6K - $33.4K
|
307
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25- 1.69% |
$11.3K - $14.1K
|
1.45K
$750K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.51KNew |
$1.14M - $1.42M
|
2.51K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-309- 6.37% |
$140K - $175K
|
4.55K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.17K- 23.3% |
$2.78M - $3.49M
|
20.3K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
67+ 5.63% |
$30.3K - $37.9K
|
1.26K
$649K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-7.37K- 84.27% |
$3.33M - $4.17M
|
1.38K
$710K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.6K+ 7.19% |
$1.18M - $1.47M
|
38.8K
$20M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.04K+ 284.42% |
$2.28M - $2.85M
|
6.81K
$3.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-14- 2.36% |
$6.32K - $7.92K
|
580
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
83+ 6.65% |
$37.5K - $47K
|
1.33K
$688K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
738New |
$333K - $418K
|
738
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-217- 4.52% |
$98K - $123K
|
4.58K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
183+ 43.57% |
$82.6K - $104K
|
603
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
60+ 14.22% |
$27.1K - $34K
|
482
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.5% |
$3.61K - $4.53K
|
1.61K
$833K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-10K- 43.62% |
$4.54M - $5.68M
|
13K
$6.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 27.38% |
$50.6K - $63.4K
|
521
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
133+ 18.4% |
$60.1K - $75.3K
|
856
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
19+ 6.48% |
$8.58K - $10.8K
|
312
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-141- 0.65% |
$63.7K - $79.8K
|
21.6K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.85K+ 0.91% |
$1.29M - $1.61M
|
316K
$163M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.09K+ 12.13% |
$1.84M - $2.31M
|
37.8K
$19.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.08K+ 0.57% |
$489K - $613K
|
190K
$98M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-55- 7.02% |
$24.8K - $31.1K
|
729
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
517+ 23.28% |
$233K - $293K
|
2.74K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.68% |
$1.35K - $1.7K
|
442
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
50+ 9.54% |
$22.6K - $28.3K
|
574
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
126+ 5.98% |
$56.9K - $71.3K
|
2.23K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-58- 8.55% |
$26.2K - $32.8K
|
620
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-15- 3.41% |
$6.77K - $8.49K
|
425
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 1.5% |
$4.06K - $5.09K
|
591
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-16- 3.09% |
$7.23K - $9.06K
|
502
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
45+ 0.79% |
$20.3K - $25.5K
|
5.78K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
12+ 22.22% |
$5.42K - $6.79K
|
66
$34.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-535- 19.03% |
$242K - $303K
|
2.28K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
406New |
$183K - $230K
|
406
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
61+ 7.78% |
$27.5K - $34.5K
|
845
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
442+ 25.34% |
$200K - $250K
|
2.19K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
373New |
$168K - $211K
|
373
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13+ 17.81% |
$5.87K - $7.36K
|
86
$44.4K
|