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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-3- 0.71% |
$1.35K - $1.7K
|
422
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7New |
$3.16K - $3.96K
|
7
$3.83K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.3K+ 15.49% |
$1.49M - $1.87M
|
24.6K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
395New |
$178K - $224K
|
395
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.6KNew |
$7.52M - $9.42M
|
16.6K
$9.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
268+ 38.01% |
$121K - $152K
|
973
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55New |
$24.8K - $31.1K
|
55
$30.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
22+ 3.1% |
$9.93K - $12.5K
|
731
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-9.35K- 22.45% |
$4.22M - $5.29M
|
32.3K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
366New |
$165K - $207K
|
366
$200K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.03KNew |
$1.37M - $1.72M
|
3.03K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
473New |
$214K - $268K
|
473
$259K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4New |
$1.81K - $2.26K
|
4
$2.19K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
131+ 7.51% |
$59.2K - $74.1K
|
1.88K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-9- 2.23% |
$4.06K - $5.09K
|
395
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
98+ 2.79% |
$44.3K - $55.5K
|
3.61K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-1K- 7.14% |
$452K - $566K
|
13K
$7.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Bsn Capital Partners LTD
|
SELL
|
- |
-59.4K- 68.25% |
$26.8M - $33.6M
|
27.6K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
100+ 5.95% |
$45.2K - $56.6K
|
1.78K
$974K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 4.9% |
$11.3K - $14.1K
|
485
$265K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
120New |
$54.2K - $67.9K
|
120
$65.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.31KNew |
$593K - $743K
|
1.31K
$718K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
114+ 10.38% |
$51.5K - $64.5K
|
1.21K
$663K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-449- 5.46% |
$203K - $254K
|
7.77K
$4.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
371New |
$168K - $210K
|
371
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.99K- 40.47% |
$1.35M - $1.69M
|
4.4K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.23% |
$452 - $566
|
443
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-88- 1.79% |
$39.7K - $49.8K
|
4.84K
$2.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.38% |
$1.35K - $1.7K
|
783
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-173- 36.58% |
$78.1K - $97.9K
|
300
$164K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
39New |
$17.6K - $22.1K
|
39
$21.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
300+ 29.44% |
$135K - $170K
|
1.32K
$721K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1+ 0.24% |
$452 - $566
|
411
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
451New |
$204K - $255K
|
451
$247K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
47+ 11.41% |
$21.2K - $26.6K
|
459
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
917New |
$414K - $519K
|
917
$501K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
307New |
$139K - $174K
|
307
$168K
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
180+ 8.43% |
$81.3K - $102K
|
2.32K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
22+ 2.96% |
$9.93K - $12.5K
|
766
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
388New |
$175K - $220K
|
388
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-18- 0.93% |
$8.13K - $10.2K
|
1.91K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-8- 0.91% |
$3.61K - $4.53K
|
868
$475K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
170+ 37.36% |
$76.8K - $96.2K
|
625
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
38+ 1.46% |
$17.2K - $21.5K
|
2.63K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
423New |
$191K - $239K
|
423
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-300- 6.73% |
$135K - $170K
|
4.16K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-273- 18.38% |
$123K - $155K
|
1.21K
$663K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
300New |
$135K - $170K
|
300
$164K
|
|
|
Jul 23, 2025
Q2 2025
|
Lattice Capital Management, LLC
|
SELL
|
- |
-9.6K- 48.98% |
$4.34M - $5.43M
|
10K
$5.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
385New |
$174K - $218K
|
385
$210K
|
|