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
|
West End Advisors, LLC
|
BUY
|
- |
8+ 160.0% |
$3.81K - $4.88K
|
13
$5.85K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$3.81K - $4.88K
|
8
$3.6K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
8+ 0.5% |
$3.81K - $4.88K
|
1.62K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8+ 0.76% |
$3.81K - $4.88K
|
1.06K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7+ 0.78% |
$3.34K - $4.27K
|
909
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$3.34K - $4.27K
|
4.86K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7New |
$3.34K - $4.27K
|
7
$3.15K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.35% |
$3.34K - $4.27K
|
2.01K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.47% |
$3.34K - $4.27K
|
1.49K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7+ 0.86% |
$3.34K - $4.27K
|
821
$369K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
7+ 1.04% |
$3.34K - $4.27K
|
678
$305K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 0.3% |
$3.34K - $4.27K
|
2.32K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 0.49% |
$3.34K - $4.27K
|
1.42K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7New |
$3.34K - $4.27K
|
7
$3.15K
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7+ 1.13% |
$3.34K - $4.27K
|
625
$281K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7+ 43.75% |
$3.34K - $4.27K
|
23
$10.3K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 4.93% |
$3.34K - $4.27K
|
149
$67K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$2.86K - $3.66K
|
6
$2.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6+ 1.23% |
$2.86K - $3.66K
|
493
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6+ 37.5% |
$2.86K - $3.66K
|
22
$9.89K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6+ 0.03% |
$2.86K - $3.66K
|
23.4K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6+ 1.01% |
$2.86K - $3.66K
|
603
$271K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6+ 20.0% |
$2.86K - $3.66K
|
36
$16.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 41.67% |
$2.38K - $3.05K
|
17
$7.64K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
5+ 1.15% |
$2.38K - $3.05K
|
439
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5+ 0.34% |
$2.38K - $3.05K
|
1.47K
$661K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.07% |
$2.38K - $3.05K
|
6.75K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.87% |
$2.38K - $3.05K
|
578
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5+ 0.77% |
$2.38K - $3.05K
|
658
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5+ 0.34% |
$2.38K - $3.05K
|
1.48K
$667K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.7% |
$2.38K - $3.05K
|
723
$325K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5+ 0.12% |
$2.38K - $3.05K
|
4.09K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 1.18% |
$2.38K - $3.05K
|
428
$192K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5New |
$2.38K - $3.05K
|
5
$2.25K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.61% |
$1.91K - $2.44K
|
660
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
4+ 0.45% |
$1.91K - $2.44K
|
889
$400K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$1.91K - $2.44K
|
4
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4+ 0.08% |
$1.91K - $2.44K
|
4.98K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 1.67% |
$1.43K - $1.83K
|
183
$82.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.54% |
$1.43K - $1.83K
|
557
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3+ 0.29% |
$1.43K - $1.83K
|
1.03K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3+ 0.69% |
$1.43K - $1.83K
|
436
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.01% |
$1.43K - $1.83K
|
152
$68.4K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3New |
$1.43K - $1.83K
|
3
$1.35K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$1.43K - $1.83K
|
3
$1.35K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2+ 0.11% |
$953 - $1.22K
|
1.87K
$841K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$953 - $1.22K
|
2
$899
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 4.17% |
$953 - $1.22K
|
50
$22.5K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$953 - $1.22K
|
2.42K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$953 - $1.22K
|
1.51K
$678K
|