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 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 13.76% |
$28.6K - $36.6K
|
496
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
60New |
$28.6K - $36.6K
|
60
$27K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 12.3% |
$28.6K - $36.6K
|
548
$246K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
59+ 7.56% |
$28.1K - $36K
|
839
$377K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
59+ 10.14% |
$28.1K - $36K
|
641
$288K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
59+ 7.12% |
$28.1K - $36K
|
888
$399K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
59+ 107.27% |
$28.1K - $36K
|
114
$51.3K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
59+ 0.8% |
$28.1K - $36K
|
7.41K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
57+ 4.25% |
$27.2K - $34.8K
|
1.4K
$628K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
57+ 1.36% |
$27.2K - $34.8K
|
4.25K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
56+ 4.69% |
$26.7K - $34.2K
|
1.25K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
56+ 1.33% |
$26.7K - $34.2K
|
4.25K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
56+ 13.46% |
$26.7K - $34.2K
|
472
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55+ 1.57% |
$26.2K - $33.6K
|
3.56K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
55+ 2.64% |
$26.2K - $33.6K
|
2.14K
$961K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
54+ 11.07% |
$25.7K - $33K
|
542
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
54New |
$25.7K - $33K
|
54
$24.3K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
54+ 2.82% |
$25.7K - $33K
|
1.97K
$886K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
53+ 3.18% |
$25.3K - $32.4K
|
1.72K
$773K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52+ 2.86% |
$24.8K - $31.7K
|
1.87K
$842K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
52+ 9.89% |
$24.8K - $31.7K
|
578
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
51+ 6.96% |
$24.3K - $31.1K
|
784
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
51+ 9.7% |
$24.3K - $31.1K
|
577
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
50+ 1.02% |
$23.8K - $30.5K
|
4.93K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
50+ 1.94% |
$23.8K - $30.5K
|
2.63K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
50+ 0.88% |
$23.8K - $30.5K
|
5.76K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
50+ 0.46% |
$23.8K - $30.5K
|
10.8K
$4.87M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
50+ 1.32% |
$23.8K - $30.5K
|
3.84K
$1.73M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
50+ 1.04% |
$23.8K - $30.5K
|
4.87K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
49+ 9.42% |
$23.4K - $29.9K
|
569
$256K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
49New |
$23.4K - $29.9K
|
49
$22K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
49+ 8.13% |
$23.4K - $29.9K
|
652
$293K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
49+ 26.34% |
$23.4K - $29.9K
|
235
$106K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
49+ 11.4% |
$23.4K - $29.9K
|
479
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
48+ 19.59% |
$22.9K - $29.3K
|
293
$132K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
48+ 2.63% |
$22.9K - $29.3K
|
1.87K
$842K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
48+ 6.56% |
$22.9K - $29.3K
|
780
$351K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
46+ 1.08% |
$21.9K - $28.1K
|
4.32K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
46+ 0.26% |
$21.9K - $28.1K
|
18K
$8.09M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
46+ 0.41% |
$21.9K - $28.1K
|
11.3K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
46+ 3.05% |
$21.9K - $28.1K
|
1.55K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46+ 12.07% |
$21.9K - $28.1K
|
427
$192K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
45+ 26.63% |
$21.4K - $27.5K
|
214
$96.2K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
45+ 5.29% |
$21.4K - $27.5K
|
896
$403K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
45+ 300.0% |
$21.4K - $27.5K
|
60
$27K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
45+ 2.9% |
$21.4K - $27.5K
|
1.6K
$719K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
43+ 860.0% |
$20.5K - $26.2K
|
48
$21.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
43+ 1.2% |
$20.5K - $26.2K
|
3.64K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
43+ 0.74% |
$20.5K - $26.2K
|
5.82K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
43+ 614.29% |
$20.5K - $26.2K
|
50
$22.5K
|