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 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
385New |
$174K - $218K
|
385
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
387New |
$175K - $219K
|
387
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
80+ 0.9% |
$36.1K - $45.3K
|
8.97K
$4.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.01KNew |
$455K - $570K
|
1.01K
$551K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
523+ 5.31% |
$236K - $296K
|
10.4K
$5.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-354- 3.56% |
$160K - $200K
|
9.58K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-15- 0.23% |
$6.77K - $8.49K
|
6.45K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
83+ 3.66% |
$37.5K - $47K
|
2.35K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
384New |
$173K - $217K
|
384
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-8- 1.37% |
$3.61K - $4.53K
|
576
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.34% |
$1.35K - $1.7K
|
221
$121K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500New |
$226K - $283K
|
500
$273K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
11+ 2.2% |
$4.97K - $6.23K
|
510
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
892New |
$403K - $505K
|
892
$488K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$45.2K - $56.6K
|
100
$54.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
140+ 11.77% |
$63.2K - $79.2K
|
1.33K
$727K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
62+ 6.63% |
$28K - $35.1K
|
997
$545K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.71K- 75.5% |
$1.22M - $1.53M
|
880
$481K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-68- 14.32% |
$30.7K - $38.5K
|
407
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
386New |
$174K - $218K
|
386
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.3K+ 8.4% |
$1.49M - $1.87M
|
42.6K
$23.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.79KNew |
$810K - $1.02M
|
1.79K
$981K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-6- 1.4% |
$2.71K - $3.4K
|
424
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-15- 0.44% |
$6.77K - $8.49K
|
3.43K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-454- 7.81% |
$205K - $257K
|
5.36K
$2.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
450New |
$203K - $255K
|
450
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 250.0% |
$2.26K - $2.83K
|
7
$3.83K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 32.14% |
$4.06K - $5.09K
|
37
$20.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
5.23KNew |
$2.36M - $2.96M
|
5.23K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6+ 0.57% |
$2.71K - $3.4K
|
1.07K
$583K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
370New |
$167K - $209K
|
370
$202K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
338+ 3.84% |
$153K - $191K
|
9.13K
$4.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-43- 1.7% |
$19.4K - $24.3K
|
2.49K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3+ 0.3% |
$1.35K - $1.7K
|
993
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.49% |
$1.35K - $1.7K
|
205
$112K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-53- 1.28% |
$23.9K - $30K
|
4.09K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-24- 1.25% |
$10.8K - $13.6K
|
1.9K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10+ 2.17% |
$4.52K - $5.66K
|
471
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-27- 33.33% |
$12.2K - $15.3K
|
54
$29.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
382New |
$173K - $216K
|
382
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.17K+ 31.6% |
$528K - $662K
|
4.87K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100+ 232.56% |
$45.2K - $56.6K
|
143
$78.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
31+ 23.66% |
$14K - $17.5K
|
162
$88.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
55+ 4.09% |
$24.8K - $31.1K
|
1.4K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
448New |
$202K - $254K
|
448
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 27.27% |
$2.71K - $3.4K
|
16
$8.75K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
396New |
$179K - $224K
|
396
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-7.37K- 84.27% |
$3.33M - $4.17M
|
1.38K
$752K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-14- 2.36% |
$6.32K - $7.92K
|
580
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
738New |
$333K - $418K
|
738
$403K
|
|