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 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
14+ 2.41% |
$6.67K - $8.55K
|
594
$307K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
14+ 2.58% |
$6.67K - $8.55K
|
557
$288K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14+ 1.21% |
$6.67K - $8.55K
|
1.18K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
14+ 0.55% |
$6.67K - $8.55K
|
2.56K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
14+ 0.44% |
$6.67K - $8.55K
|
3.18K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 86.67% |
$6.2K - $7.94K
|
28
$14.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13+ 1.27% |
$6.2K - $7.94K
|
1.04K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13+ 0.57% |
$6.2K - $7.94K
|
2.28K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13+ 24.53% |
$6.2K - $7.94K
|
66
$34.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13+ 2.36% |
$6.2K - $7.94K
|
564
$291K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.6% |
$6.2K - $7.94K
|
2.17K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12+ 2.33% |
$5.72K - $7.33K
|
528
$273K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
12+ 0.97% |
$5.72K - $7.33K
|
1.25K
$646K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
12+ 0.57% |
$5.72K - $7.33K
|
2.11K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$5.72K - $7.33K
|
12K
$6.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11+ 1.39% |
$5.24K - $6.71K
|
804
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
11+ 8.73% |
$5.24K - $6.71K
|
137
$70.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 2.63% |
$5.24K - $6.71K
|
430
$222K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$5.24K - $6.71K
|
11
$5.68K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11+ 0.13% |
$5.24K - $6.71K
|
8.34K
$4.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10New |
$4.77K - $6.1K
|
10
$5.16K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
10+ 0.37% |
$4.77K - $6.1K
|
2.72K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
10+ 2.52% |
$4.77K - $6.1K
|
407
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
9+ 2.25% |
$4.29K - $5.49K
|
409
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
9+ 2.16% |
$4.29K - $5.49K
|
426
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 1.94% |
$4.29K - $5.49K
|
474
$245K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 1.38% |
$4.29K - $5.49K
|
662
$342K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9+ 2.01% |
$4.29K - $5.49K
|
456
$235K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 266.67% |
$3.81K - $4.88K
|
11
$5.68K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 0.31% |
$3.81K - $4.88K
|
2.58K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 1.78% |
$3.81K - $4.88K
|
457
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$3.81K - $4.88K
|
1.46K
$752K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
8+ 160.0% |
$3.81K - $4.88K
|
13
$6.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$3.81K - $4.88K
|
8
$4.13K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
8+ 0.5% |
$3.81K - $4.88K
|
1.62K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8+ 0.76% |
$3.81K - $4.88K
|
1.06K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7+ 0.78% |
$3.34K - $4.27K
|
909
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$3.34K - $4.27K
|
4.86K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7New |
$3.34K - $4.27K
|
7
$3.61K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.35% |
$3.34K - $4.27K
|
2.01K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.47% |
$3.34K - $4.27K
|
1.49K
$768K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7+ 0.86% |
$3.34K - $4.27K
|
821
$424K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
7+ 1.04% |
$3.34K - $4.27K
|
678
$350K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 0.3% |
$3.34K - $4.27K
|
2.32K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 0.49% |
$3.34K - $4.27K
|
1.42K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7New |
$3.34K - $4.27K
|
7
$3.61K
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7+ 1.13% |
$3.34K - $4.27K
|
625
$323K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7+ 43.75% |
$3.34K - $4.27K
|
23
$11.9K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 4.93% |
$3.34K - $4.27K
|
149
$76.9K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$2.86K - $3.66K
|
6
$3.1K
|