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 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17+ 0.97% |
$8.1K - $10.4K
|
1.76K
$793K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
17New |
$8.1K - $10.4K
|
17
$7.64K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
17+ 1.84% |
$8.1K - $10.4K
|
939
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 0.24% |
$7.63K - $9.77K
|
6.62K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 2.31% |
$7.63K - $9.77K
|
709
$319K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16New |
$7.63K - $9.77K
|
16
$7.19K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
16+ 2.05% |
$7.63K - $9.77K
|
795
$357K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
16+ 3.18% |
$7.63K - $9.77K
|
519
$233K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
16New |
$7.63K - $9.77K
|
16
$7.19K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
16New |
$7.63K - $9.77K
|
16
$7.19K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 27.27% |
$7.15K - $9.16K
|
70
$31.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
15+ 2.7% |
$7.15K - $9.16K
|
571
$257K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.62% |
$7.15K - $9.16K
|
2.42K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
15New |
$7.15K - $9.16K
|
15
$6.75K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
15New |
$7.15K - $9.16K
|
15
$6.75K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15+ 0.0% |
$7.15K - $9.16K
|
927K
$417M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 1.59% |
$7.15K - $9.16K
|
957
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
14+ 2.41% |
$6.67K - $8.55K
|
594
$267K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
14+ 2.58% |
$6.67K - $8.55K
|
557
$250K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14+ 1.21% |
$6.67K - $8.55K
|
1.18K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
14+ 0.55% |
$6.67K - $8.55K
|
2.56K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
14+ 0.44% |
$6.67K - $8.55K
|
3.18K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 86.67% |
$6.2K - $7.94K
|
28
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13+ 1.27% |
$6.2K - $7.94K
|
1.04K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13+ 0.57% |
$6.2K - $7.94K
|
2.28K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13+ 24.53% |
$6.2K - $7.94K
|
66
$29.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13+ 2.36% |
$6.2K - $7.94K
|
564
$254K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.6% |
$6.2K - $7.94K
|
2.17K
$975K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12+ 2.33% |
$5.72K - $7.33K
|
528
$237K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
12+ 0.97% |
$5.72K - $7.33K
|
1.25K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
12+ 0.57% |
$5.72K - $7.33K
|
2.11K
$950K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$5.72K - $7.33K
|
12K
$5.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11+ 1.39% |
$5.24K - $6.71K
|
804
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
11+ 8.73% |
$5.24K - $6.71K
|
137
$61.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 2.63% |
$5.24K - $6.71K
|
430
$193K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$5.24K - $6.71K
|
11
$4.95K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11+ 0.13% |
$5.24K - $6.71K
|
8.34K
$3.75M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11New |
$5.24K - $6.71K
|
11
$4.95K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10New |
$4.77K - $6.1K
|
10
$4.5K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
10+ 0.37% |
$4.77K - $6.1K
|
2.72K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
10+ 2.52% |
$4.77K - $6.1K
|
407
$183K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
9+ 2.25% |
$4.29K - $5.49K
|
409
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
9+ 2.16% |
$4.29K - $5.49K
|
426
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 1.94% |
$4.29K - $5.49K
|
474
$213K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 1.38% |
$4.29K - $5.49K
|
662
$298K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9+ 2.01% |
$4.29K - $5.49K
|
456
$205K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 266.67% |
$3.81K - $4.88K
|
11
$4.95K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 0.31% |
$3.81K - $4.88K
|
2.58K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 1.78% |
$3.81K - $4.88K
|
457
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$3.81K - $4.88K
|
1.46K
$655K
|