Purchases and Sales Made in Q1 2025 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q1 2025. The information is specifically focused on institutions that hold shares of INTUITIVE SURGICAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
183+ 13.71% |
$87.2K - $112K
|
1.52K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
182+ 45.27% |
$86.7K - $111K
|
584
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
181+ 786.96% |
$86.3K - $110K
|
204
$91.7K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
181+ 4.16% |
$86.3K - $110K
|
4.54K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
180+ 4.9% |
$85.8K - $110K
|
3.85K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
180+ 0.33% |
$85.8K - $110K
|
54.2K
$24.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
179+ 20.72% |
$85.3K - $109K
|
1.04K
$469K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
179+ 7.13% |
$85.3K - $109K
|
2.69K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
178+ 3.52% |
$84.8K - $109K
|
5.23K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
178+ 1.73% |
$84.8K - $109K
|
10.5K
$4.72M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
177+ 8.62% |
$84.4K - $108K
|
2.23K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
173+ 2.01% |
$82.5K - $106K
|
8.8K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
173+ 11.88% |
$82.5K - $106K
|
1.63K
$733K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
170+ 6.4% |
$81K - $104K
|
2.83K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
169+ 28.6% |
$80.6K - $103K
|
760
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
167+ 23.29% |
$79.6K - $102K
|
884
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
166+ 26.06% |
$79.1K - $101K
|
803
$361K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
166+ 0.72% |
$79.1K - $101K
|
23.2K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
164+ 31.48% |
$78.2K - $100K
|
685
$308K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
163+ 7.5% |
$77.7K - $99.5K
|
2.34K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
162+ 17.57% |
$77.2K - $98.9K
|
1.08K
$487K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
161+ 1.35% |
$76.7K - $98.3K
|
12.1K
$5.45M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
161+ 0.25% |
$76.7K - $98.3K
|
63.5K
$28.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
160+ 4.36% |
$76.3K - $97.7K
|
3.83K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
160+ 4.07% |
$76.3K - $97.7K
|
4.09K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
154+ 14.6% |
$73.4K - $94K
|
1.21K
$544K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
153+ 11.13% |
$72.9K - $93.4K
|
1.53K
$687K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
152+ 9.51% |
$72.4K - $92.8K
|
1.75K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
151+ 4.77% |
$72K - $92.2K
|
3.32K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
151+ 0.49% |
$72K - $92.2K
|
30.7K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
151+ 2.97% |
$72K - $92.2K
|
5.23K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
151+ 12.66% |
$72K - $92.2K
|
1.34K
$604K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
148+ 27.77% |
$70.5K - $90.3K
|
681
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
147+ 12.99% |
$70.1K - $89.7K
|
1.28K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
146+ 19.44% |
$69.6K - $89.1K
|
897
$403K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
145+ 42.65% |
$69.1K - $88.5K
|
485
$218K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
144+ 3.17% |
$68.6K - $87.9K
|
4.69K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
144+ 1.21% |
$68.6K - $87.9K
|
12.1K
$5.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
143+ 2.26% |
$68.2K - $87.3K
|
6.46K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
143+ 14.97% |
$68.2K - $87.3K
|
1.1K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
143+ 22.73% |
$68.2K - $87.3K
|
772
$347K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
140New |
$66.7K - $85.5K
|
140
$63K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
138+ 475.86% |
$65.8K - $84.2K
|
167
$75.1K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
138+ 12.99% |
$65.8K - $84.2K
|
1.2K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
134+ 11.07% |
$63.9K - $81.8K
|
1.34K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
132+ 25.24% |
$62.9K - $80.6K
|
655
$295K
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
132+ 0.18% |
$62.9K - $80.6K
|
72.6K
$32.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
130+ 2.28% |
$62K - $79.4K
|
5.83K
$2.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
130+ 216.67% |
$62K - $79.4K
|
190
$85.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
130+ 13.71% |
$62K - $79.4K
|
1.08K
$485K
|