Latest Institutional Purchases of Intuitive Surgical Inc (ISRG)
This list provides information on the latest institutional transactions involving Intuitive Surgical Inc (ISRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 2.63% |
$5.24K - $6.71K
|
430
$222K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
10+ 2.52% |
$4.77K - $6.1K
|
407
$210K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
10+ 0.37% |
$4.77K - $6.1K
|
2.72K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10New |
$4.77K - $6.1K
|
10
$5.16K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9+ 2.01% |
$4.29K - $5.49K
|
456
$235K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 1.38% |
$4.29K - $5.49K
|
662
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 1.94% |
$4.29K - $5.49K
|
474
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
9+ 2.16% |
$4.29K - $5.49K
|
426
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
9+ 2.25% |
$4.29K - $5.49K
|
409
$211K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8+ 0.76% |
$3.81K - $4.88K
|
1.06K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
8+ 0.5% |
$3.81K - $4.88K
|
1.62K
$838K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$3.81K - $4.88K
|
8
$4.13K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
8+ 160.0% |
$3.81K - $4.88K
|
13
$6.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$3.81K - $4.88K
|
1.46K
$752K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 0.31% |
$3.81K - $4.88K
|
2.58K
$1.33M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 4.93% |
$3.34K - $4.27K
|
149
$76.9K
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7+ 1.13% |
$3.34K - $4.27K
|
625
$323K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7+ 43.75% |
$3.34K - $4.27K
|
23
$11.9K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7New |
$3.34K - $4.27K
|
7
$3.61K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 0.49% |
$3.34K - $4.27K
|
1.42K
$735K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 0.3% |
$3.34K - $4.27K
|
2.32K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
7+ 1.04% |
$3.34K - $4.27K
|
678
$350K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.47% |
$3.34K - $4.27K
|
1.49K
$768K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7+ 0.86% |
$3.34K - $4.27K
|
821
$424K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.35% |
$3.34K - $4.27K
|
2.01K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7New |
$3.34K - $4.27K
|
7
$3.61K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$2.86K - $3.66K
|
6
$3.1K
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6+ 1.01% |
$2.86K - $3.66K
|
603
$311K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6+ 20.0% |
$2.86K - $3.66K
|
36
$18.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6+ 1.23% |
$2.86K - $3.66K
|
493
$254K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5+ 0.12% |
$2.38K - $3.05K
|
4.09K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 1.18% |
$2.38K - $3.05K
|
428
$221K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5New |
$2.38K - $3.05K
|
5
$2.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5+ 0.77% |
$2.38K - $3.05K
|
658
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5+ 0.34% |
$2.38K - $3.05K
|
1.48K
$765K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.87% |
$2.38K - $3.05K
|
578
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5+ 0.34% |
$2.38K - $3.05K
|
1.47K
$759K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 41.67% |
$2.38K - $3.05K
|
17
$8.77K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4+ 0.08% |
$1.91K - $2.44K
|
4.98K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$1.91K - $2.44K
|
4
$2.06K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$1.43K - $1.83K
|
3
$1.55K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3New |
$1.43K - $1.83K
|
3
$1.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3+ 0.69% |
$1.43K - $1.83K
|
436
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.01% |
$1.43K - $1.83K
|
152
$78.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.54% |
$1.43K - $1.83K
|
557
$288K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2+ 0.11% |
$953 - $1.22K
|
1.87K
$965K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
2+ 1.83% |
$953 - $1.22K
|
111
$57.3K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 0.48% |
$953 - $1.22K
|
417
$215K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2+ 0.07% |
$953 - $1.22K
|
3.06K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 1.2% |
$953 - $1.22K
|
168
$86.7K
|