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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
326New |
$147K - $184K
|
326
$147K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
325+ 4.12% |
$147K - $184K
|
8.22K
$3.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
322+ 6.16% |
$145K - $182K
|
5.55K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
314+ 40.57% |
$142K - $178K
|
1.09K
$489K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
311+ 1.71% |
$140K - $176K
|
18.5K
$8.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
307New |
$139K - $174K
|
307
$138K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
304+ 27.59% |
$137K - $172K
|
1.41K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
303+ 61.34% |
$137K - $171K
|
797
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
300+ 29.44% |
$135K - $170K
|
1.32K
$593K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.98% |
$135K - $170K
|
31K
$13.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
299+ 3.41% |
$135K - $169K
|
9.07K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
298New |
$135K - $169K
|
298
$134K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
296+ 15.24% |
$134K - $168K
|
2.24K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
295+ 2.79% |
$133K - $167K
|
10.9K
$4.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
293+ 50.78% |
$132K - $166K
|
870
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
293+ 25.43% |
$132K - $166K
|
1.45K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Carroll Investors, Inc
|
BUY
|
- |
293+ 45.85% |
$132K - $166K
|
932
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
290+ 12.81% |
$131K - $164K
|
2.55K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
290+ 12.59% |
$131K - $164K
|
2.59K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
289+ 34.61% |
$131K - $164K
|
1.12K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
287+ 4.84% |
$130K - $162K
|
6.22K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
280+ 21.18% |
$126K - $158K
|
1.6K
$720K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
277+ 554.0% |
$125K - $157K
|
327
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
275+ 4.83% |
$124K - $156K
|
5.97K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
273+ 13.86% |
$123K - $155K
|
2.24K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
272+ 11.82% |
$123K - $154K
|
2.57K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
270+ 68.7% |
$122K - $153K
|
663
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
268+ 38.01% |
$121K - $152K
|
973
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
268+ 14.26% |
$121K - $152K
|
2.15K
$966K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
266+ 10.99% |
$120K - $151K
|
2.69K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
262+ 16.86% |
$118K - $148K
|
1.82K
$817K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
261+ 10.97% |
$118K - $148K
|
2.64K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
260+ 5.37% |
$117K - $147K
|
5.1K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
258+ 4.01% |
$117K - $146K
|
6.69K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
256+ 46.89% |
$116K - $145K
|
802
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
256+ 46.89% |
$116K - $145K
|
802
$361K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
255+ 5.15% |
$115K - $144K
|
5.21K
$2.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
254+ 30.27% |
$115K - $144K
|
1.09K
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
253+ 5.95% |
$114K - $143K
|
4.5K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
252+ 10.61% |
$114K - $143K
|
2.63K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
247+ 3.52% |
$112K - $140K
|
7.26K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
242+ 13.63% |
$109K - $137K
|
2.02K
$907K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
239+ 50.96% |
$108K - $135K
|
708
$318K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
239+ 682.86% |
$108K - $135K
|
274
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
230+ 13.85% |
$104K - $130K
|
1.89K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
229+ 0.22% |
$103K - $130K
|
105K
$47.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
225+ 19.28% |
$102K - $127K
|
1.39K
$626K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
221+ 4.77% |
$99.8K - $125K
|
4.86K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
220+ 15.31% |
$99.3K - $125K
|
1.66K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
218+ 1.94% |
$98.4K - $123K
|
11.4K
$5.14M
|