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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-8.79K- 52.23% |
$3.81M - $4.79M
|
8.04K
$4.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.62K+ 6.42% |
$1.14M - $1.43M
|
43.4K
$23.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-65- 0.68% |
$28.2K - $35.4K
|
9.43K
$5.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.05K+ 19.31% |
$1.32M - $1.66M
|
18.8K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-11- 11.22% |
$4.77K - $5.99K
|
87
$47.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-350- 24.32% |
$152K - $191K
|
1.09K
$595K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-200- 16.41% |
$86.7K - $109K
|
1.02K
$557K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
51K+ 131.15% |
$22.1M - $27.7M
|
89.8K
$49.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-338- 18.61% |
$147K - $184K
|
1.48K
$808K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-68- 6.06% |
$29.5K - $37K
|
1.05K
$576K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
419New |
$182K - $228K
|
419
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
85+ 10.72% |
$36.9K - $46.3K
|
878
$480K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
359+ 60.85% |
$156K - $195K
|
949
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
492+ 2.66% |
$213K - $268K
|
19K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
182+ 3.85% |
$78.9K - $99.1K
|
4.91K
$2.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 1.34% |
$474K - $596K
|
82.6K
$45.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.1K+ 51.4% |
$479K - $601K
|
3.25K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-15- 8.88% |
$6.5K - $8.17K
|
154
$84.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
12.7K+ 2510.91% |
$5.49M - $6.89M
|
13.2K
$7.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
77+ 8.42% |
$33.4K - $41.9K
|
992
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
45+ 12.89% |
$19.5K - $24.5K
|
394
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.57K+ 9.0% |
$682K - $856K
|
19.1K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.73K+ 58.82% |
$1.18M - $1.49M
|
7.37K
$4.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
3.14K+ 6.4% |
$1.36M - $1.71M
|
52.1K
$28.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-25.7K- 9.82% |
$11.1M - $14M
|
236K
$129M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-70- 2.34% |
$30.4K - $38.1K
|
2.92K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
6+ 0.74% |
$2.6K - $3.27K
|
812
$444K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
40+ 5.46% |
$17.3K - $21.8K
|
773
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9+ 0.23% |
$3.9K - $4.9K
|
3.88K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.54K+ 222.61% |
$666K - $836K
|
2.23K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-256- 34.69% |
$111K - $139K
|
482
$264K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-11- 1.4% |
$4.77K - $5.99K
|
772
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
197+ 16.02% |
$85.4K - $107K
|
1.43K
$780K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 0.71% |
$6.94K - $8.71K
|
2.25K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
248New |
$108K - $135K
|
248
$136K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
174+ 6.62% |
$75.5K - $94.7K
|
2.8K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.57K+ 23.83% |
$680K - $854K
|
8.15K
$4.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1- 0.08% |
$434 - $544
|
1.22K
$668K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-449- 31.16% |
$195K - $244K
|
992
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.06K+ 97.25% |
$460K - $578K
|
2.15K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
164+ 51.57% |
$71.1K - $89.3K
|
482
$264K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.92K- 3.44% |
$1.27M - $1.59M
|
81.9K
$44.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
17+ 0.13% |
$7.37K - $9.26K
|
12.7K
$6.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-510- 36.77% |
$221K - $278K
|
877
$479K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
173+ 3.52% |
$75K - $94.2K
|
5.08K
$2.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.06K+ 177.23% |
$3.49M - $4.39M
|
12.6K
$6.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1+ 0.09% |
$434 - $544
|
1.12K
$613K
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.44K+ 5.31% |
$623K - $782K
|
28.5K
$15.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
1+ 6.67% |
$434 - $544
|
16
$8.75K
|
|
|
Oct 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
BUY
|
- |
15.5KNew |
$6.71M - $8.43M
|
15.5K
$8.46M
|
|