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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 7.5% |
$4.29K - $5.49K
|
111
$60.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 13.76% |
$28.6K - $36.6K
|
496
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
514+ 21.66% |
$245K - $314K
|
2.89K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-99- 2.58% |
$47.2K - $60.4K
|
3.74K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
443New |
$211K - $270K
|
443
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3+ 0.69% |
$1.43K - $1.83K
|
436
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
856New |
$408K - $523K
|
856
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-180- 60.0% |
$85.8K - $110K
|
120
$65.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10New |
$4.77K - $6.1K
|
10
$5.47K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-91- 10.22% |
$43.4K - $55.6K
|
799
$437K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-125- 7.4% |
$59.6K - $76.3K
|
1.56K
$855K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6+ 1.23% |
$2.86K - $3.66K
|
493
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-100- 12.5% |
$47.7K - $61K
|
700
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
40+ 3.97% |
$19.1K - $24.4K
|
1.05K
$573K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
147+ 12.99% |
$70.1K - $89.7K
|
1.28K
$699K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
256+ 92.75% |
$122K - $156K
|
532
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.31K- 15.9% |
$622K - $797K
|
6.9K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-10K- 99.69% |
$4.78M - $6.12M
|
31
$16.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
360New |
$172K - $220K
|
360
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
9+ 2.25% |
$4.29K - $5.49K
|
409
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
1.18KNew |
$560K - $717K
|
1.18K
$642K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
521New |
$248K - $318K
|
521
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$953 - $1.22K
|
2
$1.09K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-7- 1.13% |
$3.34K - $4.27K
|
614
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
18New |
$8.58K - $11K
|
18
$9.84K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
23+ 3.94% |
$11K - $14K
|
607
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 1.43% |
$2.86K - $3.66K
|
415
$227K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
38+ 253.33% |
$18.1K - $23.2K
|
53
$29K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-311- 3.03% |
$148K - $190K
|
9.95K
$5.44M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 0.31% |
$3.81K - $4.88K
|
2.58K
$1.41M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
11+ 1.11% |
$5.18K - $6.06K
|
998
$546K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-528- 11.1% |
$249K - $291K
|
4.23K
$2.31M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-3.98K- 19.11% |
$1.88M - $2.19M
|
16.8K
$9.21M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-16.9K- 35.49% |
$7.94M - $9.28M
|
30.6K
$16.8M
|
|
|
Aug 14, 2025
Q4 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.85% |
$2.36K - $2.75K
|
593
$324K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
45New |
$21.2K - $24.8K
|
45
$24.6K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
423New |
$199K - $233K
|
423
$231K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
27New |
$12.7K - $14.9K
|
27
$14.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$1.41K - $1.65K
|
3
$1.64K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-228- 23.97% |
$107K - $126K
|
723
$395K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$943 - $1.1K
|
2
$1.09K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
27New |
$12.7K - $14.9K
|
27
$14.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
495New |
$233K - $273K
|
495
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-56- 0.99% |
$26.4K - $30.8K
|
5.58K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
2.14K+ 405.49% |
$1.01M - $1.18M
|
2.67K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-75.7K- 2.16% |
$35.7M - $41.7M
|
3.43M
$1.88B
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 6.38% |
$4.24K - $4.96K
|
150
$82K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
7.58KNew |
$3.57M - $4.17M
|
7.58K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
253+ 22.63% |
$119K - $139K
|
1.37K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
769+ 167.9% |
$362K - $423K
|
1.23K
$671K
|
|