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 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
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
383New |
$173K - $217K
|
383
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-175- 10.72% |
$79K - $99K
|
1.46K
$752K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.53K- 3.66% |
$691K - $866K
|
40.3K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
498New |
$225K - $282K
|
498
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.73K- 43.06% |
$1.68M - $2.11M
|
4.93K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
239+ 50.96% |
$108K - $135K
|
708
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-25- 1.18% |
$11.3K - $14.1K
|
2.1K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
375New |
$169K - $212K
|
375
$194K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
147+ 72.06% |
$66.4K - $83.2K
|
351
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
397New |
$179K - $225K
|
397
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-217- 0.78% |
$98K - $123K
|
27.6K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
325+ 4.12% |
$147K - $184K
|
8.22K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
99+ 27.73% |
$44.7K - $56K
|
456
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
30+ 3.72% |
$13.5K - $17K
|
837
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
140+ 5.78% |
$63.2K - $79.2K
|
2.56K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 50.0% |
$2.26K - $2.83K
|
15
$7.74K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-10- 1.51% |
$4.52K - $5.66K
|
653
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
118+ 9.07% |
$53.3K - $66.8K
|
1.42K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
8.84K+ 204.77% |
$3.99M - $5.01M
|
13.2K
$6.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$3.16K - $3.96K
|
7
$3.61K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-26- 4.02% |
$11.7K - $14.7K
|
620
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
187+ 12.07% |
$84.4K - $106K
|
1.74K
$896K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-260- 3.1% |
$117K - $147K
|
8.12K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
382+ 28.98% |
$173K - $216K
|
1.7K
$877K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-21- 0.69% |
$9.48K - $11.9K
|
3.01K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
300New |
$135K - $170K
|
300
$155K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
35+ 4.44% |
$15.8K - $19.8K
|
823
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-25- 2.38% |
$11.3K - $14.1K
|
1.02K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
378New |
$171K - $214K
|
378
$195K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-83- 7.99% |
$37.5K - $47K
|
956
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
SELL
|
- |
-416- 0.48% |
$188K - $235K
|
85.9K
$44.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.06K- 2.98% |
$480K - $602K
|
34.6K
$17.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
28.8K+ 633.88% |
$13M - $16.3M
|
33.3K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-969- 0.56% |
$438K - $548K
|
171K
$88.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 20.83% |
$4.52K - $5.66K
|
38
$19.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
218+ 1.94% |
$98.4K - $123K
|
11.4K
$5.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-7.25K- 14.43% |
$3.27M - $4.1M
|
43K
$22.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8.39K+ 3.74% |
$3.79M - $4.75M
|
233K
$120M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
839+ 14.04% |
$379K - $475K
|
6.81K
$3.52M
|