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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
38+ 253.33% |
$18.1K - $23.2K
|
53
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
38+ 1.29% |
$18.1K - $23.2K
|
2.98K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 1.87% |
$17.6K - $22.6K
|
2.02K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
37+ 3.61% |
$17.6K - $22.6K
|
1.06K
$548K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37+ 0.21% |
$17.6K - $22.6K
|
17.4K
$9M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
36New |
$17.2K - $22K
|
36
$18.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
35+ 1.8% |
$16.7K - $21.4K
|
1.98K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 0.69% |
$16.7K - $21.4K
|
5.13K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35New |
$16.7K - $21.4K
|
35
$18.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
35+ 7.11% |
$16.7K - $21.4K
|
527
$272K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
35+ 1.68% |
$16.7K - $21.4K
|
2.12K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
34+ 2.09% |
$16.2K - $20.8K
|
1.66K
$858K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
34+ 0.83% |
$16.2K - $20.8K
|
4.15K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
34+ 0.3% |
$16.2K - $20.8K
|
11.3K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
34+ 5.67% |
$16.2K - $20.8K
|
634
$327K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
33+ 3.94% |
$15.7K - $20.1K
|
870
$449K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
33+ 17.19% |
$15.7K - $20.1K
|
225
$116K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
33+ 6.79% |
$15.7K - $20.1K
|
519
$268K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 1.12% |
$15.3K - $19.5K
|
2.9K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
31+ 70.45% |
$14.8K - $18.9K
|
75
$38.7K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
31+ 2.64% |
$14.8K - $18.9K
|
1.2K
$621K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30+ 69.77% |
$14.3K - $18.3K
|
73
$37.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
30+ 6.94% |
$14.3K - $18.3K
|
462
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
30+ 3.38% |
$14.3K - $18.3K
|
917
$473K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30New |
$14.3K - $18.3K
|
30
$15.5K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30+ 9.46% |
$14.3K - $18.3K
|
347
$179K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
30+ 3.08% |
$14.3K - $18.3K
|
1K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 6.25% |
$14.3K - $18.3K
|
510
$263K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
30+ 2.28% |
$14.3K - $18.3K
|
1.34K
$694K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
29+ 2.19% |
$13.8K - $17.7K
|
1.35K
$699K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
28+ 2.78% |
$13.3K - $17.1K
|
1.04K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28New |
$13.3K - $17.1K
|
28
$14.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 50.0% |
$12.9K - $16.5K
|
81
$41.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
27+ 4.09% |
$12.9K - $16.5K
|
687
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$12.9K - $16.5K
|
8.59K
$4.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
27+ 0.47% |
$12.9K - $16.5K
|
5.73K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
27New |
$12.9K - $16.5K
|
27
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
27+ 2.51% |
$12.9K - $16.5K
|
1.1K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 49.09% |
$12.9K - $16.5K
|
82
$42.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
26New |
$12.4K - $15.9K
|
26
$13.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26+ 1.58% |
$12.4K - $15.9K
|
1.67K
$863K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
25+ 2.11% |
$11.9K - $15.3K
|
1.21K
$626K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 5.81% |
$11.9K - $15.3K
|
455
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
24+ 6.22% |
$11.4K - $14.7K
|
410
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
24+ 0.64% |
$11.4K - $14.7K
|
3.8K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 10.21% |
$11.4K - $14.7K
|
259
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
24+ 2.06% |
$11.4K - $14.7K
|
1.19K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24+ 1.48% |
$11.4K - $14.7K
|
1.64K
$848K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
23+ 3.94% |
$11K - $14K
|
607
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23+ 12.85% |
$11K - $14K
|
202
$104K
|