Purchases and Sales Made in Q2 2025 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q2 2025. The information is specifically focused on institutions that hold shares of INTUITIVE SURGICAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
388New |
$175K - $220K
|
388
$174K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
387+ 6.64% |
$175K - $219K
|
6.22K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
387New |
$175K - $219K
|
387
$174K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
386New |
$174K - $218K
|
386
$174K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
386New |
$174K - $218K
|
386
$174K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
386New |
$174K - $218K
|
386
$174K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
385New |
$174K - $218K
|
385
$173K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
385New |
$174K - $218K
|
385
$173K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
384New |
$173K - $217K
|
384
$173K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
384New |
$173K - $217K
|
384
$173K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
384New |
$173K - $217K
|
384
$173K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
383New |
$173K - $217K
|
383
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
383New |
$173K - $217K
|
383
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
382+ 28.98% |
$173K - $216K
|
1.7K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
382New |
$173K - $216K
|
382
$172K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
381+ 20.63% |
$172K - $216K
|
2.23K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
381New |
$172K - $216K
|
381
$171K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
379New |
$171K - $214K
|
379
$170K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
378New |
$171K - $214K
|
378
$170K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
377+ 2.7% |
$170K - $213K
|
14.3K
$6.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
377+ 30.58% |
$170K - $213K
|
1.61K
$724K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
376+ 82.28% |
$170K - $213K
|
833
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
376+ 3.73% |
$170K - $213K
|
10.4K
$4.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
375New |
$169K - $212K
|
375
$169K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
373New |
$168K - $211K
|
373
$168K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
371New |
$168K - $210K
|
371
$167K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
370New |
$167K - $209K
|
370
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
369+ 11.56% |
$167K - $209K
|
3.56K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
368+ 7.57% |
$166K - $208K
|
5.23K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
368New |
$166K - $208K
|
368
$165K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
366+ 4.04% |
$165K - $207K
|
9.42K
$4.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
366New |
$165K - $207K
|
366
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
366+ 39.31% |
$165K - $207K
|
1.3K
$583K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
363+ 19.39% |
$164K - $205K
|
2.24K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
362+ 21.66% |
$163K - $205K
|
2.03K
$914K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
360+ 11.76% |
$163K - $204K
|
3.42K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
358+ 12.4% |
$162K - $203K
|
3.25K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
357+ 65.38% |
$161K - $202K
|
903
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
357+ 2.95% |
$161K - $202K
|
12.5K
$5.6M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
356+ 0.3% |
$161K - $201K
|
121K
$54.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
348New |
$157K - $197K
|
348
$156K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
345+ 2.94% |
$156K - $195K
|
12.1K
$5.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
340+ 40.62% |
$154K - $192K
|
1.18K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
340+ 0.11% |
$154K - $192K
|
315K
$142M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
339+ 2.51% |
$153K - $192K
|
13.9K
$6.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
338+ 3.84% |
$153K - $191K
|
9.13K
$4.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
337+ 23.68% |
$152K - $191K
|
1.76K
$791K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
332+ 10.95% |
$150K - $188K
|
3.36K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
329+ 2.92% |
$149K - $186K
|
11.6K
$5.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
328+ 43.68% |
$148K - $186K
|
1.08K
$485K
|