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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
81+ 36.49% |
$38.6K - $49.4K
|
303
$156K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 16.63% |
$38.1K - $48.8K
|
561
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
80+ 20.1% |
$38.1K - $48.8K
|
478
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
80+ 8.87% |
$38.1K - $48.8K
|
982
$507K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
80+ 0.59% |
$38.1K - $48.8K
|
13.6K
$7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
78+ 16.12% |
$37.2K - $47.6K
|
562
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
78+ 3.21% |
$37.2K - $47.6K
|
2.51K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
76+ 0.84% |
$36.2K - $46.4K
|
9.12K
$4.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
75+ 2.35% |
$35.7K - $45.8K
|
3.27K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
75+ 7.02% |
$35.7K - $45.8K
|
1.14K
$590K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
75+ 8.19% |
$35.7K - $45.8K
|
991
$512K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
74+ 4.51% |
$35.3K - $45.2K
|
1.72K
$886K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
73+ 3.91% |
$34.8K - $44.6K
|
1.94K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
72+ 0.93% |
$34.3K - $44K
|
7.85K
$4.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 12.91% |
$33.8K - $43.3K
|
621
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
71+ 13.2% |
$33.8K - $43.3K
|
609
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
71+ 6.89% |
$33.8K - $43.3K
|
1.1K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
71+ 16.86% |
$33.8K - $43.3K
|
492
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
70+ 0.84% |
$33.4K - $42.7K
|
8.38K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
69+ 12.57% |
$32.9K - $42.1K
|
618
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
69+ 5.94% |
$32.9K - $42.1K
|
1.23K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
69+ 3.14% |
$32.9K - $42.1K
|
2.27K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
68+ 2.6% |
$32.4K - $41.5K
|
2.68K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
67+ 8.59% |
$31.9K - $40.9K
|
847
$437K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
66+ 9.21% |
$31.5K - $40.3K
|
783
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 22.26% |
$31K - $39.7K
|
357
$184K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
64+ 6.07% |
$30.5K - $39.1K
|
1.12K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
63+ 51.22% |
$30K - $38.5K
|
186
$96K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
63+ 0.57% |
$30K - $38.5K
|
11.2K
$5.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
63+ 2.6% |
$30K - $38.5K
|
2.48K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
63+ 2.83% |
$30K - $38.5K
|
2.29K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
62+ 7.45% |
$29.6K - $37.8K
|
894
$461K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
62New |
$29.6K - $37.8K
|
62
$32K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
61+ 1.9% |
$29.1K - $37.2K
|
3.28K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
61+ 2.31% |
$29.1K - $37.2K
|
2.7K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
61+ 6.81% |
$29.1K - $37.2K
|
957
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 13.76% |
$28.6K - $36.6K
|
496
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
60New |
$28.6K - $36.6K
|
60
$31K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 12.3% |
$28.6K - $36.6K
|
548
$283K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
59+ 7.56% |
$28.1K - $36K
|
839
$433K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
59+ 10.14% |
$28.1K - $36K
|
641
$331K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
59+ 7.12% |
$28.1K - $36K
|
888
$458K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
59+ 107.27% |
$28.1K - $36K
|
114
$58.8K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
59+ 0.8% |
$28.1K - $36K
|
7.41K
$3.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
57+ 4.25% |
$27.2K - $34.8K
|
1.4K
$721K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
57+ 1.36% |
$27.2K - $34.8K
|
4.25K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
56+ 4.69% |
$26.7K - $34.2K
|
1.25K
$645K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
56+ 1.33% |
$26.7K - $34.2K
|
4.25K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
56+ 13.46% |
$26.7K - $34.2K
|
472
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55+ 1.57% |
$26.2K - $33.6K
|
3.56K
$1.84M
|