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 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.86% |
$3.04K - $3.81K
|
811
$443K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
46+ 10.11% |
$19.9K - $25K
|
501
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-18- 3.16% |
$7.81K - $9.8K
|
551
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-124- 15.01% |
$53.8K - $67.5K
|
702
$384K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
110+ 5.15% |
$47.7K - $59.9K
|
2.25K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.43K- 3.77% |
$4.09M - $5.13M
|
240K
$131M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-86- 9.21% |
$37.3K - $46.8K
|
848
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-31- 5.04% |
$13.4K - $16.9K
|
584
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
44+ 1.35% |
$19.1K - $24K
|
3.3K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
937+ 10.33% |
$406K - $510K
|
10K
$5.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-330- 12.54% |
$143K - $180K
|
2.3K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-11- 0.69% |
$4.77K - $5.99K
|
1.59K
$871K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
872New |
$378K - $475K
|
872
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-250- 17.78% |
$108K - $136K
|
1.16K
$632K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
113+ 1.72% |
$49K - $61.5K
|
6.69K
$3.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.17K+ 13.09% |
$3.54M - $4.45M
|
70.6K
$38.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
77+ 2.84% |
$33.4K - $41.9K
|
2.79K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-654- 6.25% |
$284K - $356K
|
9.81K
$5.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-27- 75.0% |
$11.7K - $14.7K
|
9
$4.92K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-24- 1.33% |
$10.4K - $13.1K
|
1.79K
$976K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
379+ 3.47% |
$164K - $206K
|
11.3K
$6.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-20- 2.03% |
$8.67K - $10.9K
|
964
$527K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 5.15% |
$3.04K - $3.81K
|
129
$70.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
20KNew |
$8.69M - $10.9M
|
20K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
20KNew |
$8.67M - $10.9M
|
20K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-34- 14.66% |
$14.7K - $18.5K
|
198
$108K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
495+ 23.25% |
$215K - $270K
|
2.62K
$1.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.04K+ 23.76% |
$450K - $565K
|
5.41K
$2.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 10.0% |
$1.3K - $1.63K
|
33
$18K
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2KNew |
$867K - $1.09M
|
2K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26+ 4.63% |
$11.3K - $14.2K
|
587
$321K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.01K- 2.66% |
$3.47M - $4.36M
|
293K
$160M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
5.91KNew |
$2.56M - $3.22M
|
5.91K
$3.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
35New |
$15.2K - $19.1K
|
35
$19.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.44K+ 35.36% |
$1.06M - $1.33M
|
9.34K
$5.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-776- 9.11% |
$337K - $423K
|
7.74K
$4.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
795+ 5.32% |
$345K - $433K
|
15.7K
$8.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 1.13% |
$2.6K - $3.27K
|
538
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
637+ 19.08% |
$276K - $347K
|
3.98K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
8.92K+ 108.74% |
$3.87M - $4.86M
|
17.1K
$9.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-7- 11.48% |
$3.04K - $3.81K
|
54
$29.5K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.92K+ 105.37% |
$833K - $1.05M
|
3.75K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-164- 0.87% |
$71.1K - $89.3K
|
18.6K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
154+ 92.22% |
$66.8K - $83.8K
|
321
$175K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 0.16% |
$86.7K - $109K
|
128K
$70.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
92+ 3.05% |
$39.9K - $50.1K
|
3.11K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
74+ 18.09% |
$32.1K - $40.3K
|
483
$264K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.1K+ 44.31% |
$476K - $597K
|
3.57K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
752+ 2.27% |
$326K - $409K
|
33.8K
$18.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-26- 1.54% |
$11.3K - $14.2K
|
1.67K
$911K
|
|