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 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
27+ 0.47% |
$12.9K - $16.5K
|
5.73K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
27New |
$12.9K - $16.5K
|
27
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
27+ 2.51% |
$12.9K - $16.5K
|
1.1K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 49.09% |
$12.9K - $16.5K
|
82
$36.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
26New |
$12.4K - $15.9K
|
26
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26+ 1.58% |
$12.4K - $15.9K
|
1.67K
$751K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
26+ 8.25% |
$12.4K - $15.9K
|
341
$153K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
25+ 2.11% |
$11.9K - $15.3K
|
1.21K
$545K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 5.81% |
$11.9K - $15.3K
|
455
$205K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
24+ 6.22% |
$11.4K - $14.7K
|
410
$184K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
24+ 0.64% |
$11.4K - $14.7K
|
3.8K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 10.21% |
$11.4K - $14.7K
|
259
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
24+ 2.06% |
$11.4K - $14.7K
|
1.19K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24+ 1.48% |
$11.4K - $14.7K
|
1.64K
$739K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
23+ 3.94% |
$11K - $14K
|
607
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23+ 12.85% |
$11K - $14K
|
202
$90.8K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
23+ 0.63% |
$11K - $14K
|
3.7K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
23New |
$11K - $14K
|
23
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
23+ 0.09% |
$11K - $14K
|
25.3K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22+ 1.44% |
$10.5K - $13.4K
|
1.55K
$699K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
22+ 0.2% |
$10.5K - $13.4K
|
10.9K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
22+ 0.2% |
$10.5K - $13.4K
|
10.9K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22+ 1.67% |
$10.5K - $13.4K
|
1.34K
$601K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
22+ 5.47% |
$10.5K - $13.4K
|
424
$191K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
21+ 0.43% |
$10K - $12.8K
|
4.95K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
21+ 4.29% |
$10K - $12.8K
|
511
$230K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
20+ 0.22% |
$9.53K - $12.2K
|
9.32K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
20+ 1.82% |
$9.53K - $12.2K
|
1.12K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 4.84% |
$9.53K - $12.2K
|
433
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
20+ 4.76% |
$9.53K - $12.2K
|
440
$198K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 3.8% |
$9.53K - $12.2K
|
546
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
20+ 4.81% |
$9.53K - $12.2K
|
436
$196K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 1.35% |
$9.53K - $12.2K
|
1.5K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20+ 3.12% |
$9.53K - $12.2K
|
661
$297K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 0.47% |
$9.53K - $12.2K
|
4.29K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 5.59% |
$9.53K - $12.2K
|
378
$170K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
20+ 32.26% |
$9.53K - $12.2K
|
82
$36.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
19+ 0.75% |
$9.06K - $11.6K
|
2.56K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
19+ 0.86% |
$9.06K - $11.6K
|
2.23K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 2.62% |
$8.58K - $11K
|
705
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
18New |
$8.58K - $11K
|
18
$8.09K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
18+ 3.7% |
$8.58K - $11K
|
505
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
18+ 3.66% |
$8.58K - $11K
|
510
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$8.58K - $11K
|
18
$8.09K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
18+ 2.12% |
$8.58K - $11K
|
867
$390K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
18+ 0.31% |
$8.58K - $11K
|
5.83K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
18New |
$8.58K - $11K
|
18
$8.09K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
17+ 1.11% |
$8.1K - $10.4K
|
1.55K
$695K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.9% |
$8.1K - $10.4K
|
453
$204K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17+ 4.05% |
$8.1K - $10.4K
|
437
$197K
|