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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
143+ 2.26% |
$68.2K - $87.3K
|
6.46K
$3.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-88.2K- 22.44% |
$42M - $53.8M
|
305K
$157M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1- 0.09% |
$477 - $610
|
1.05K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.12K- 54.7% |
$1.01M - $1.3M
|
1.76K
$907K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
8+ 160.0% |
$3.81K - $4.88K
|
13
$6.71K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$911K - $1.17M
|
1.91K
$987K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-673- 18.54% |
$321K - $411K
|
2.96K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.59KNew |
$1.71M - $2.19M
|
3.59K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.44K+ 5.17% |
$4.5M - $5.76M
|
192K
$99.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 7.5% |
$4.29K - $5.49K
|
111
$57.3K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
138+ 475.86% |
$65.8K - $84.2K
|
167
$86.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
88+ 4.25% |
$41.9K - $53.7K
|
2.16K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-18.5K- 4.77% |
$8.82M - $11.3M
|
370K
$191M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-650- 6.81% |
$310K - $397K
|
8.89K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
196+ 15.56% |
$93.4K - $120K
|
1.46K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.2K- 95.05% |
$5.82M - $7.46M
|
636
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
301+ 14.49% |
$143K - $184K
|
2.38K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-59- 3.32% |
$28.1K - $36K
|
1.72K
$887K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
30+ 3.38% |
$14.3K - $18.3K
|
917
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-98- 2.92% |
$46.7K - $59.8K
|
3.26K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.47KNew |
$1.18M - $1.51M
|
2.47K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.19K+ 10.07% |
$1.04M - $1.34M
|
23.9K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83.1K+ 24.94% |
$39.6M - $50.8M
|
417K
$215M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-83- 2.16% |
$39.6K - $50.7K
|
3.75K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
404New |
$193K - $247K
|
404
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 3.04% |
$7.15K - $9.16K
|
479
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
14.7KNew |
$7M - $8.96M
|
14.7K
$7.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
97+ 62.18% |
$46.2K - $59.2K
|
253
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$12.9K - $16.5K
|
8.59K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
217+ 4.9% |
$103K - $132K
|
4.65K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 13.76% |
$28.6K - $36.6K
|
496
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
100+ 24.57% |
$47.7K - $61K
|
507
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
514+ 21.66% |
$245K - $314K
|
2.89K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
810+ 23.12% |
$386K - $494K
|
4.31K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-99- 3.23% |
$47.2K - $60.4K
|
2.97K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
117+ 9.2% |
$55.8K - $71.4K
|
1.39K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
204+ 14.73% |
$97.2K - $125K
|
1.59K
$820K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
69+ 5.94% |
$32.9K - $42.1K
|
1.23K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-1.38K- 5.27% |
$658K - $843K
|
24.8K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-212- 7.82% |
$101K - $129K
|
2.5K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-570- 5.85% |
$272K - $348K
|
9.17K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
50+ 1.94% |
$23.8K - $30.5K
|
2.63K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-80- 1.4% |
$38.1K - $48.8K
|
5.63K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.7K+ 82.68% |
$2.71M - $3.48M
|
12.6K
$6.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
224New |
$107K - $137K
|
224
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$6.67M - $8.55M
|
14K
$7.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
232+ 12.64% |
$111K - $142K
|
2.07K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-99- 2.58% |
$47.2K - $60.4K
|
3.74K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
443New |
$211K - $270K
|
443
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-246- 1.01% |
$117K - $150K
|
24.1K
$12.5M
|