Latest Institutional Transactions on Intuitive Surgical Inc (ISRG)
This table provides information on the latest institutional transactions involving Intuitive Surgical Inc (ISRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-25- 5.08% |
$10.7K - $14.4K
|
467
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16- 13.68% |
$6.87K - $9.22K
|
101
$55.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
598New |
$257K - $345K
|
598
$327K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-9- 0.57% |
$3.87K - $5.19K
|
1.58K
$865K
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-149- 21.13% |
$64K - $85.9K
|
556
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-198- 9.37% |
$85.1K - $114K
|
1.92K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-205- 0.77% |
$88.1K - $118K
|
26.5K
$14.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206- 4.34% |
$88.5K - $119K
|
4.54K
$2.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
132+ 9.32% |
$56.7K - $76.1K
|
1.55K
$846K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.08K- 1.98% |
$464K - $623K
|
53.4K
$29.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
1.4K+ 3.22% |
$601K - $806K
|
44.9K
$24.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-5- 0.34% |
$2.15K - $2.88K
|
1.47K
$801K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
235+ 14.62% |
$101K - $135K
|
1.84K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-210- 4.6% |
$90.2K - $121K
|
4.35K
$2.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
208+ 13.62% |
$89.4K - $120K
|
1.74K
$949K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
648New |
$278K - $373K
|
648
$354K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
145+ 7.36% |
$62.3K - $83.5K
|
2.12K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-47- 7.68% |
$20.2K - $27.1K
|
565
$309K
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-144- 1.22% |
$61.9K - $83K
|
11.6K
$6.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
328+ 34.35% |
$141K - $189K
|
1.28K
$701K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1New |
$430 - $576
|
1
$547
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-3- 0.41% |
$1.29K - $1.73K
|
733
$401K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-65- 1.74% |
$27.9K - $37.5K
|
3.67K
$2.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.12K+ 63.68% |
$2.2M - $2.95M
|
13.2K
$7.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
82New |
$35.2K - $47.2K
|
82
$44.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-545- 2.61% |
$234K - $314K
|
20.3K
$11.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
SELL
|
- |
-310- 0.38% |
$133K - $179K
|
82.3K
$45M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 4.39% |
$1.08M - $1.45M
|
55K
$30M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
803New |
$345K - $463K
|
803
$439K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-61- 5.63% |
$26.2K - $35.1K
|
1.02K
$559K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-259- 1.9% |
$111K - $149K
|
13.4K
$7.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8- 1.46% |
$3.44K - $4.61K
|
541
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
90New |
$38.7K - $51.9K
|
90
$49.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
384New |
$165K - $221K
|
384
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
611+ 1222.0% |
$262K - $352K
|
661
$361K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
399New |
$171K - $230K
|
399
$218K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.07% |
$430 - $576
|
1.42K
$776K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
107+ 10.03% |
$46K - $61.7K
|
1.17K
$642K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61+ 16.05% |
$26.2K - $35.1K
|
441
$241K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
132+ 28.21% |
$56.7K - $76.1K
|
600
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1- 0.08% |
$430 - $576
|
1.2K
$658K
|
|
|
Jan 13, 2026
Q4 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
7.75K+ 62.03% |
$3.33M - $4.47M
|
20.3K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
414New |
$178K - $239K
|
414
$226K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-142- 3.47% |
$61K - $81.8K
|
3.95K
$2.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-60- 3.21% |
$25.8K - $34.6K
|
1.81K
$991K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.44% |
$5.16K - $6.91K
|
847
$463K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$1.29K - $1.73K
|
464
$254K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46+ 2.15% |
$19.8K - $26.5K
|
2.19K
$1.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7+ 0.33% |
$3.01K - $4.03K
|
2.14K
$1.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.24K+ 153.54% |
$1.39M - $1.86M
|
5.34K
$2.92M
|
|