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 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-72- 10.29% |
$34.3K - $44K
|
628
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
105+ 10.65% |
$50K - $64.1K
|
1.09K
$563K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.84K- 2.61% |
$875K - $1.12M
|
68.5K
$35.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
1.18KNew |
$560K - $717K
|
1.18K
$606K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-30- 4.75% |
$14.3K - $18.3K
|
602
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
521New |
$248K - $318K
|
521
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$953 - $1.22K
|
2
$1.03K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 12.5% |
$477 - $610
|
9
$4.65K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 41.67% |
$2.38K - $3.05K
|
17
$8.77K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-7- 1.13% |
$3.34K - $4.27K
|
614
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$1.15M - $1.48M
|
2.42K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.17K+ 16.38% |
$1.03M - $1.32M
|
15.4K
$7.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
18New |
$8.58K - $11K
|
18
$9.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 36.17% |
$577K - $739K
|
2.14K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
23+ 3.94% |
$11K - $14K
|
607
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-20- 4.59% |
$9.53K - $12.2K
|
416
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 1.43% |
$2.86K - $3.66K
|
415
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2K+ 73.5% |
$955K - $1.22M
|
4.73K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-7- 1.31% |
$3.34K - $4.27K
|
529
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-200- 21.16% |
$95.3K - $122K
|
745
$385K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.48K+ 25.77% |
$1.66M - $2.12M
|
17K
$8.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.15K+ 17.21% |
$547K - $700K
|
7.81K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-557- 22.99% |
$265K - $340K
|
1.87K
$963K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 309.36% |
$1.17M - $1.49M
|
3.24K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12+ 2.33% |
$5.72K - $7.33K
|
528
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 16.63% |
$38.1K - $48.8K
|
561
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-113- 13.85% |
$53.9K - $69K
|
703
$363K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
152+ 9.51% |
$72.4K - $92.8K
|
1.75K
$903K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
24+ 6.22% |
$11.4K - $14.7K
|
410
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 14.26% |
$628K - $805K
|
10.6K
$5.45M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
180+ 4.9% |
$85.8K - $110K
|
3.85K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-175- 8.35% |
$83.4K - $107K
|
1.92K
$991K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-191- 3.58% |
$91K - $117K
|
5.15K
$2.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.84K+ 2308.94% |
$1.35M - $1.73M
|
2.96K
$1.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
38+ 253.33% |
$18.1K - $23.2K
|
53
$27.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
29+ 2.19% |
$13.8K - $17.7K
|
1.35K
$699K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-2- 3.92% |
$953 - $1.22K
|
49
$25.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-311- 3.03% |
$148K - $190K
|
9.95K
$5.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-990- 1.52% |
$472K - $604K
|
64K
$33M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 0.31% |
$3.81K - $4.88K
|
2.58K
$1.33M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
78.6K+ 6.4% |
$37M - $43.3M
|
1.31M
$675M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-243- 34.52% |
$115K - $134K
|
461
$238K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.12KNew |
$528K - $617K
|
1.12K
$579K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-10- 13.7% |
$4.71K - $5.51K
|
63
$32.5K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.89K+ 15.78% |
$4.19M - $4.89M
|
65.2K
$33.7M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
40New |
$18.9K - $22K
|
40
$20.6K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-44- 4.34% |
$20.7K - $24.2K
|
970
$501K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.64K+ 17.18% |
$1.71M - $2M
|
24.8K
$12.8M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.04K- 0.3% |
$963K - $1.13M
|
685K
$353M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-2.11K- 2.51% |
$995K - $1.16M
|
82K
$42.3M
|
|