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 20, 2025
Q3 2025
|
Mirova Us LLC
|
SELL
|
- |
-19.5K- 3.44% |
$8.47M - $10.6M
|
549K
$300M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
3+ 6.67% |
$1.3K - $1.63K
|
48
$26.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-13.2K- 10.42% |
$5.71M - $7.17M
|
113K
$61.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
981+ 20.18% |
$425K - $534K
|
5.84K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.18K+ 19.21% |
$946K - $1.19M
|
13.5K
$7.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-15- 2.01% |
$6.5K - $8.17K
|
730
$399K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
221+ 9.82% |
$95.8K - $120K
|
2.47K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-110- 11.85% |
$47.7K - $59.9K
|
818
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
132+ 5.01% |
$57.2K - $71.9K
|
2.77K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17+ 3.53% |
$7.37K - $9.26K
|
499
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-118- 4.31% |
$51.2K - $64.2K
|
2.62K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
798New |
$346K - $434K
|
798
$436K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 0.76% |
$5.2K - $6.53K
|
1.56K
$852K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.58K- 27.43% |
$684K - $859K
|
4.17K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-364- 4.1% |
$158K - $198K
|
8.52K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 90.91% |
$8.67K - $10.9K
|
2
$1.09K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
392+ 16.33% |
$170K - $213K
|
2.79K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 25.0% |
$2.17K - $2.72K
|
15
$8.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
627+ 278.67% |
$272K - $341K
|
852
$466K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24+ 0.97% |
$10.4K - $13.1K
|
2.49K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
66+ 4.13% |
$28.6K - $35.9K
|
1.66K
$909K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.18KNew |
$513K - $644K
|
1.18K
$647K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
51+ 7.45% |
$22.1K - $27.8K
|
736
$402K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
147+ 341.86% |
$63.7K - $80K
|
190
$104K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7+ 24.14% |
$3.04K - $3.81K
|
36
$19.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-376- 45.3% |
$163K - $205K
|
454
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
457New |
$198K - $249K
|
457
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
2.87K+ 113.33% |
$1.25M - $1.56M
|
5.41K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.34K+ 8.45% |
$1.01M - $1.27M
|
30K
$16.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
790+ 8.39% |
$343K - $430K
|
10.2K
$5.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 2.99% |
$11.7K - $14.7K
|
930
$508K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
620+ 17.55% |
$269K - $338K
|
4.15K
$2.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-51.7K- 53.27% |
$22.4M - $28.1M
|
45.3K
$24.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
16+ 10.46% |
$6.94K - $8.71K
|
169
$92.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
465New |
$202K - $253K
|
465
$254K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 56.38% |
$46K - $57.7K
|
82
$44.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
66+ 2.1% |
$28.6K - $35.9K
|
3.2K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.72KNew |
$747K - $938K
|
1.72K
$942K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-48- 1.95% |
$20.8K - $26.1K
|
2.41K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-35- 6.33% |
$15.2K - $19.1K
|
518
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-25- 1.82% |
$10.8K - $13.6K
|
1.35K
$736K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
13.8K+ 51.82% |
$5.98M - $7.51M
|
40.4K
$22.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.42K+ 7.81% |
$1.92M - $2.41M
|
61.1K
$33.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-109- 0.76% |
$47.3K - $59.3K
|
14.1K
$7.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 0.74% |
$867 - $1.09K
|
271
$148K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-81- 11.27% |
$35.1K - $44.1K
|
638
$349K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-42- 1.94% |
$18.2K - $22.9K
|
2.12K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
9+ 1.74% |
$3.9K - $4.9K
|
526
$288K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-500- 9.56% |
$217K - $272K
|
4.73K
$2.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.17K- 23.84% |
$509K - $639K
|
3.75K
$2.05M
|
|