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 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
21+ 4.11% |
$9.48K - $11.9K
|
532
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
21+ 2.34% |
$9.48K - $11.9K
|
917
$412K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 2.23% |
$9.03K - $11.3K
|
915
$411K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20+ 1.3% |
$9.03K - $11.3K
|
1.56K
$702K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
20+ 1.61% |
$9.03K - $11.3K
|
1.26K
$568K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 1.48% |
$9.03K - $11.3K
|
1.37K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
19+ 0.76% |
$8.58K - $10.8K
|
2.53K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
19+ 6.48% |
$8.58K - $10.8K
|
312
$140K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
18+ 4.04% |
$8.13K - $10.2K
|
463
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18+ 3.85% |
$8.13K - $10.2K
|
486
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
18+ 4.12% |
$8.13K - $10.2K
|
455
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
18+ 2.87% |
$8.13K - $10.2K
|
645
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18+ 6.92% |
$8.13K - $10.2K
|
278
$125K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 4.22% |
$8.13K - $10.2K
|
445
$200K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 3.67% |
$8.13K - $10.2K
|
509
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17+ 2.6% |
$7.68K - $9.62K
|
672
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17+ 1.27% |
$7.68K - $9.62K
|
1.35K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17+ 1.19% |
$7.68K - $9.62K
|
1.44K
$648K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
17+ 2.83% |
$7.68K - $9.62K
|
617
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
17+ 566.67% |
$7.68K - $9.62K
|
20
$8.99K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
16+ 8.6% |
$7.23K - $9.06K
|
202
$90.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
16+ 0.15% |
$7.23K - $9.06K
|
10.9K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$7.23K - $9.06K
|
16
$7.19K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
15+ 1.23% |
$6.77K - $8.49K
|
1.23K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
15+ 2.05% |
$6.77K - $8.49K
|
748
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
15New |
$6.77K - $8.49K
|
15
$6.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15+ 1.79% |
$6.77K - $8.49K
|
854
$384K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
14+ 0.38% |
$6.32K - $7.92K
|
3.74K
$1.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
14+ 1400.0% |
$6.32K - $7.92K
|
15
$6.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14+ 2.66% |
$6.32K - $7.92K
|
541
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.34% |
$6.32K - $7.92K
|
4.18K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14+ 3.4% |
$6.32K - $7.92K
|
426
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
14+ 1.48% |
$6.32K - $7.92K
|
959
$431K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 1.49% |
$5.87K - $7.36K
|
883
$397K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$5.87K - $7.36K
|
13
$5.85K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13+ 17.81% |
$5.87K - $7.36K
|
86
$38.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.61% |
$5.87K - $7.36K
|
2.15K
$966K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
13+ 16.46% |
$5.87K - $7.36K
|
92
$41.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
13+ 1.18% |
$5.87K - $7.36K
|
1.11K
$501K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
13+ 20.31% |
$5.87K - $7.36K
|
77
$34.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 5.24% |
$5.87K - $7.36K
|
261
$117K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13New |
$5.87K - $7.36K
|
13
$5.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
13+ 1300.0% |
$5.87K - $7.36K
|
14
$6.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
12+ 46.15% |
$5.42K - $6.79K
|
38
$17.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
12+ 22.22% |
$5.42K - $6.79K
|
66
$29.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
12+ 1.33% |
$5.42K - $6.79K
|
914
$411K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 17.14% |
$5.42K - $6.79K
|
82
$36.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12+ 1.35% |
$5.42K - $6.79K
|
900
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
11+ 2.2% |
$4.97K - $6.23K
|
510
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 1.14% |
$4.97K - $6.23K
|
973
$438K
|