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 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
65+ 13.6% |
$29.4K - $36.8K
|
543
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
65+ 7.5% |
$29.4K - $36.8K
|
932
$481K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
61+ 3.02% |
$27.5K - $34.5K
|
2.08K
$1.07M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 5.47% |
$26.6K - $33.4K
|
1.14K
$588K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
58+ 3.1% |
$26.2K - $32.8K
|
1.93K
$997K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
54+ 4.47% |
$24.4K - $30.6K
|
1.26K
$652K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 7.2% |
$24.4K - $30.6K
|
804
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
50+ 0.28% |
$22.6K - $28.3K
|
17.8K
$9.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
47+ 2.99% |
$21.2K - $26.6K
|
1.62K
$836K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
46+ 3.47% |
$20.8K - $26K
|
1.37K
$709K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
39+ 0.64% |
$17.6K - $22.1K
|
6.12K
$3.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
38+ 3.58% |
$17.2K - $21.5K
|
1.1K
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
35+ 4.44% |
$15.8K - $19.8K
|
823
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
34+ 7.36% |
$15.4K - $19.2K
|
496
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
34+ 3.8% |
$15.4K - $19.2K
|
928
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
31+ 0.16% |
$14K - $17.5K
|
20K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
30+ 3.37% |
$13.5K - $17K
|
919
$475K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
25+ 2.01% |
$11.3K - $14.1K
|
1.27K
$654K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 9.16% |
$11.3K - $14.1K
|
298
$154K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
21+ 4.11% |
$9.48K - $11.9K
|
532
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
19+ 0.76% |
$8.58K - $10.8K
|
2.53K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18+ 3.85% |
$8.13K - $10.2K
|
486
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
18+ 4.04% |
$8.13K - $10.2K
|
463
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
15+ 1.23% |
$6.77K - $8.49K
|
1.23K
$637K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 1.49% |
$5.87K - $7.36K
|
883
$456K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$5.87K - $7.36K
|
13
$6.71K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
12+ 46.15% |
$5.42K - $6.79K
|
38
$19.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10+ 1.06% |
$4.52K - $5.66K
|
955
$493K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
10+ 55.56% |
$4.52K - $5.66K
|
28
$14.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 3.86% |
$4.52K - $5.66K
|
269
$139K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
10+ 0.79% |
$4.52K - $5.66K
|
1.28K
$661K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6+ 0.81% |
$2.71K - $3.4K
|
751
$388K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.31% |
$2.26K - $2.83K
|
1.6K
$825K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
4+ 0.58% |
$1.81K - $2.26K
|
691
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.27% |
$1.35K - $1.7K
|
1.11K
$573K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.08% |
$1.35K - $1.7K
|
3.84K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-1- 8.33% |
$452 - $566
|
11
$5.68K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 0.39% |
$903 - $1.13K
|
508
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-3- 0.7% |
$1.35K - $1.7K
|
423
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.27% |
$1.35K - $1.7K
|
1.12K
$577K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 1.64% |
$1.35K - $1.7K
|
180
$93K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4- 0.41% |
$1.81K - $2.26K
|
972
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-5- 27.78% |
$2.26K - $2.83K
|
13
$6.71K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-6- 10.17% |
$2.71K - $3.4K
|
53
$27.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-6- 0.58% |
$2.71K - $3.4K
|
1.03K
$529K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6- 0.61% |
$2.71K - $3.4K
|
980
$506K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 0.41% |
$3.16K - $3.96K
|
1.69K
$872K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 72.73% |
$3.61K - $4.53K
|
3
$1.55K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-8- 0.52% |
$3.61K - $4.53K
|
1.54K
$794K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 2.19% |
$4.52K - $5.66K
|
447
$231K
|