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 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6+ 1.23% |
$2.86K - $3.66K
|
493
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6+ 37.5% |
$2.86K - $3.66K
|
22
$11.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6+ 0.03% |
$2.86K - $3.66K
|
23.4K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6+ 1.01% |
$2.86K - $3.66K
|
603
$311K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6+ 20.0% |
$2.86K - $3.66K
|
36
$18.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 41.67% |
$2.38K - $3.05K
|
17
$8.77K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
5+ 1.15% |
$2.38K - $3.05K
|
439
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5+ 0.34% |
$2.38K - $3.05K
|
1.47K
$759K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.07% |
$2.38K - $3.05K
|
6.75K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.87% |
$2.38K - $3.05K
|
578
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5+ 0.77% |
$2.38K - $3.05K
|
658
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5+ 0.34% |
$2.38K - $3.05K
|
1.48K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.7% |
$2.38K - $3.05K
|
723
$373K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5+ 0.12% |
$2.38K - $3.05K
|
4.09K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 1.18% |
$2.38K - $3.05K
|
428
$221K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5New |
$2.38K - $3.05K
|
5
$2.58K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.61% |
$1.91K - $2.44K
|
660
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
4+ 0.45% |
$1.91K - $2.44K
|
889
$459K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$1.91K - $2.44K
|
4
$2.06K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4+ 0.08% |
$1.91K - $2.44K
|
4.98K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 1.67% |
$1.43K - $1.83K
|
183
$94.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.54% |
$1.43K - $1.83K
|
557
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3+ 0.29% |
$1.43K - $1.83K
|
1.03K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3+ 0.69% |
$1.43K - $1.83K
|
436
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.01% |
$1.43K - $1.83K
|
152
$78.5K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3New |
$1.43K - $1.83K
|
3
$1.55K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$1.43K - $1.83K
|
3
$1.55K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2+ 0.11% |
$953 - $1.22K
|
1.87K
$965K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$953 - $1.22K
|
2
$1.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 4.17% |
$953 - $1.22K
|
50
$25.8K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$953 - $1.22K
|
2.42K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$953 - $1.22K
|
1.51K
$778K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2+ 0.37% |
$953 - $1.22K
|
543
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 15.38% |
$953 - $1.22K
|
15
$7.74K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2New |
$953 - $1.22K
|
2
$1.03K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$953 - $1.22K
|
2
$1.03K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
2+ 0.35% |
$953 - $1.22K
|
571
$295K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$953 - $1.22K
|
2
$1.03K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$953 - $1.22K
|
2
$1.03K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 1.2% |
$953 - $1.22K
|
168
$86.7K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 0.48% |
$953 - $1.22K
|
417
$215K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2+ 0.07% |
$953 - $1.22K
|
3.06K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
2+ 1.83% |
$953 - $1.22K
|
111
$57.3K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.47% |
$953 - $1.22K
|
426
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 12.5% |
$477 - $610
|
9
$4.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.1% |
$477 - $610
|
986
$509K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 4.0% |
$477 - $610
|
26
$13.4K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1+ 0.07% |
$477 - $610
|
1.39K
$718K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$477 - $610
|
1.93K
$996K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$477 - $610
|
1
$516
|