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 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 23.81% |
$2.26K - $2.83K
|
16
$7.19K
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-6- 10.17% |
$2.71K - $3.4K
|
53
$23.8K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6- 0.61% |
$2.71K - $3.4K
|
980
$441K
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-6- 0.58% |
$2.71K - $3.4K
|
1.03K
$461K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 27.27% |
$2.71K - $3.4K
|
16
$7.19K
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-6- 1.4% |
$2.71K - $3.4K
|
424
$191K
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6- 0.25% |
$2.71K - $3.4K
|
2.4K
$1.08M
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-6- 0.75% |
$2.71K - $3.4K
|
799
$359K
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6- 0.39% |
$2.71K - $3.4K
|
1.55K
$695K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 0.41% |
$3.16K - $3.96K
|
1.69K
$759K
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-7- 6.31% |
$3.16K - $3.96K
|
104
$46.8K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-8- 0.52% |
$3.61K - $4.53K
|
1.54K
$692K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 72.73% |
$3.61K - $4.53K
|
3
$1.35K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-8- 0.24% |
$3.61K - $4.53K
|
3.26K
$1.47M
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-8- 1.37% |
$3.61K - $4.53K
|
576
$259K
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-8- 0.91% |
$3.61K - $4.53K
|
868
$390K
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-8Closed |
$3.61K - $4.53K
|
0
$0
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 1.5% |
$4.06K - $5.09K
|
591
$266K
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-9- 2.23% |
$4.06K - $5.09K
|
395
$178K
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9- 1.56% |
$4.06K - $5.09K
|
569
$256K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-9- 0.75% |
$4.06K - $5.09K
|
1.2K
$539K
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-9- 1.97% |
$4.06K - $5.09K
|
447
$201K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-10- 1.1% |
$4.52K - $5.66K
|
899
$404K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 2.19% |
$4.52K - $5.66K
|
447
$201K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 20.83% |
$4.52K - $5.66K
|
38
$17.1K
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-10- 1.51% |
$4.52K - $5.66K
|
653
$294K
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-10- 1.21% |
$4.52K - $5.66K
|
816
$367K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10- 0.24% |
$4.52K - $5.66K
|
4.15K
$1.87M
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-10- 1.77% |
$4.52K - $5.66K
|
554
$249K
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-10- 1.23% |
$4.52K - $5.66K
|
801
$360K
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10- 0.73% |
$4.52K - $5.66K
|
1.37K
$614K
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-10- 1.98% |
$4.52K - $5.66K
|
494
$222K
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-10- 0.91% |
$4.52K - $5.66K
|
1.08K
$487K
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-10- 0.11% |
$4.52K - $5.66K
|
9.1K
$4.09M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-11- 1.37% |
$4.97K - $6.23K
|
793
$357K
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-11- 0.29% |
$4.97K - $6.23K
|
3.82K
$1.72M
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-11- 1.19% |
$4.97K - $6.23K
|
913
$411K
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-11- 0.03% |
$4.97K - $6.23K
|
34.8K
$15.7M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 0.94% |
$5.42K - $6.79K
|
1.27K
$572K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12- 2.42% |
$5.42K - $6.79K
|
483
$217K
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-12- 0.3% |
$5.42K - $6.79K
|
4.01K
$1.8M
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-13- 61.9% |
$5.87K - $7.36K
|
8
$3.6K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-13- 0.48% |
$5.87K - $7.36K
|
2.69K
$1.21M
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-13- 1.57% |
$5.87K - $7.36K
|
817
$367K
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13- 0.13% |
$5.87K - $7.36K
|
9.91K
$4.46M
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-13- 0.6% |
$5.87K - $7.36K
|
2.16K
$970K
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-14- 1.18% |
$6.32K - $7.92K
|
1.17K
$527K
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-14- 2.36% |
$6.32K - $7.92K
|
580
$261K
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-14- 3.02% |
$6.32K - $7.92K
|
450
$202K
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-14- 3.21% |
$6.32K - $7.92K
|
422
$190K
|