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 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
25+ 0.48% |
$10.7K - $14.4K
|
5.2K
$2.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
360New |
$155K - $207K
|
360
$197K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$6.87K - $9.22K
|
16
$8.75K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
563New |
$242K - $324K
|
563
$308K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
365New |
$157K - $210K
|
365
$200K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
30+ 1.43% |
$12.9K - $17.3K
|
2.13K
$1.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
30+ 0.47% |
$12.9K - $17.3K
|
6.42K
$3.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.6KNew |
$4.12M - $5.53M
|
9.6K
$5.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-9- 1.99% |
$3.87K - $5.19K
|
443
$242K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
377+ 16.68% |
$162K - $217K
|
2.64K
$1.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
415+ 16.61% |
$178K - $239K
|
2.91K
$1.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
11+ 2.38% |
$4.73K - $6.34K
|
473
$259K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.51K+ 32.2% |
$649K - $871K
|
6.2K
$3.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.15K- 68.09% |
$925K - $1.24M
|
1.01K
$552K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$3.87K - $5.19K
|
9
$4.92K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
72+ 4.78% |
$30.9K - $41.5K
|
1.58K
$863K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
11K+ 27.43% |
$4.72M - $6.33M
|
51K
$27.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-236- 1.52% |
$101K - $136K
|
15.3K
$8.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 21.77% |
$13.7K - $18.4K
|
179
$97.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
253+ 3.75% |
$109K - $146K
|
6.99K
$3.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80+ 7.43% |
$34.4K - $46.1K
|
1.16K
$633K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-30- 2.6% |
$12.9K - $17.3K
|
1.13K
$615K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 47.62% |
$4.3K - $5.76K
|
31
$16.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
50New |
$21.5K - $28.8K
|
50
$27.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
191+ 0.47% |
$82.1K - $110K
|
41.2K
$22.5M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
107+ 1.82% |
$46K - $61.7K
|
5.99K
$3.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.43K+ 2.67% |
$1.04M - $1.4M
|
93.5K
$51.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
45+ 1.56% |
$19.3K - $25.9K
|
2.92K
$1.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.44% |
$11.6K - $15.6K
|
6.2K
$3.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-96- 17.27% |
$41.2K - $55.3K
|
460
$251K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-71- 2.07% |
$30.5K - $40.9K
|
3.37K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
724New |
$311K - $417K
|
724
$396K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
92+ 0.73% |
$39.5K - $53K
|
12.7K
$6.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$859 - $1.15K
|
2.1K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
100+ 4.87% |
$43K - $57.6K
|
2.15K
$1.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
33+ 6.36% |
$14.2K - $19K
|
552
$302K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
523New |
$225K - $301K
|
523
$286K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
423New |
$182K - $244K
|
423
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
16+ 2.03% |
$6.87K - $9.22K
|
803
$439K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.63K- 16.34% |
$1.99M - $2.67M
|
23.7K
$12.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-60- 4.04% |
$25.8K - $34.6K
|
1.43K
$779K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19+ 2.11% |
$8.16K - $10.9K
|
920
$503K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
360New |
$155K - $207K
|
360
$197K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
320+ 0.2% |
$137K - $184K
|
160K
$87.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
155+ 18.95% |
$66.6K - $89.3K
|
973
$532K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.92K- 31.93% |
$824K - $1.11M
|
4.09K
$2.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
684+ 1.89% |
$294K - $394K
|
36.9K
$20.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-33- 0.26% |
$14.2K - $19K
|
12.7K
$6.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
252+ 2.01% |
$108K - $145K
|
12.8K
$6.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
445New |
$191K - $256K
|
445
$243K
|
|