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 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
232+ 17.66% |
$99.7K - $134K
|
1.55K
$845K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
13+ 22.03% |
$5.58K - $7.49K
|
72
$39.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
241+ 8.56% |
$104K - $139K
|
3.06K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-429- 2.67% |
$184K - $247K
|
15.6K
$8.55M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.9% |
$51.6K - $69.1K
|
4.27K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 46.67% |
$3.01K - $4.03K
|
22
$12K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 69.16% |
$1.48M - $1.99M
|
1.54K
$840K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
CALL |
-300- 60.0% |
$129K - $173K
|
200
$109K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.15K- 36.13% |
$1.78M - $2.39M
|
7.34K
$4.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
356New |
$153K - $205K
|
356
$195K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 28.13% |
$3.87K - $5.19K
|
41
$22.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1- 0.07% |
$430 - $576
|
1.34K
$732K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.1K+ 36.01% |
$472K - $633K
|
4.15K
$2.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 1.92% |
$7.3K - $9.8K
|
901
$493K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-11- 1.37% |
$4.73K - $6.34K
|
790
$432K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
394New |
$169K - $227K
|
394
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
BUY
|
- |
2.1K+ 2.48% |
$902K - $1.21M
|
86.8K
$47.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
718+ 25.34% |
$308K - $414K
|
3.55K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-113- 3.57% |
$48.5K - $65.1K
|
3.06K
$1.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-5- 11.63% |
$2.15K - $2.88K
|
38
$20.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
12+ 2.15% |
$5.16K - $6.91K
|
570
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
119+ 13.98% |
$51.1K - $68.6K
|
970
$530K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-49- 0.94% |
$21K - $28.2K
|
5.14K
$2.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31+ 0.8% |
$13.3K - $17.9K
|
3.91K
$2.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
136+ 10.76% |
$58.4K - $78.4K
|
1.4K
$765K
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
466New |
$200K - $269K
|
466
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.25K+ 787.78% |
$1.83M - $2.45M
|
4.79K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
85+ 11.3% |
$36.5K - $49K
|
837
$458K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.46K+ 20.9% |
$628K - $842K
|
8.46K
$4.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
132+ 12.99% |
$56.7K - $76.1K
|
1.15K
$628K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
113+ 17.91% |
$48.5K - $65.1K
|
744
$407K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
9+ 1.47% |
$3.87K - $5.19K
|
623
$341K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
303+ 23.13% |
$130K - $175K
|
1.61K
$882K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-150- 1.88% |
$64.4K - $86.4K
|
7.84K
$4.28M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.21K+ 14.97% |
$520K - $698K
|
9.3K
$5.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
171+ 7.81% |
$73.5K - $98.5K
|
2.36K
$1.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145+ 8.42% |
$62.3K - $83.5K
|
1.87K
$1.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-181- 0.65% |
$77.8K - $104K
|
27.5K
$15M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-152- 0.7% |
$65.3K - $87.6K
|
21.7K
$11.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-3.75K- 35.46% |
$1.61M - $2.16M
|
6.82K
$3.73M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
21+ 0.48% |
$9.02K - $12.1K
|
4.39K
$2.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.23K+ 46.68% |
$3.54M - $4.74M
|
25.9K
$14.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-223- 6.11% |
$95.8K - $128K
|
3.43K
$1.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
393+ 23.58% |
$169K - $226K
|
2.06K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
376New |
$162K - $217K
|
376
$206K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
59+ 47.58% |
$25.3K - $34K
|
183
$100K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
152+ 0.83% |
$65.3K - $87.6K
|
18.4K
$10.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-8- 0.51% |
$3.44K - $4.61K
|
1.57K
$860K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.81K+ 29.62% |
$779K - $1.04M
|
7.93K
$4.34M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.26K- 5.4% |
$1.41M - $1.77M
|
57K
$31.2M
|
|