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 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.75% |
$477 - $610
|
134
$69.2K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.14% |
$477 - $610
|
733
$378K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
1+ 0.06% |
$477 - $610
|
1.81K
$932K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$477 - $610
|
1
$516
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1- 5.26% |
$477 - $610
|
18
$9.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 12.5% |
$477 - $610
|
7
$3.61K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1- 0.09% |
$477 - $610
|
1.05K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$477 - $610
|
495
$255K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.75% |
$477 - $610
|
132
$68.1K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.23% |
$477 - $610
|
434
$224K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1- 0.1% |
$477 - $610
|
1.04K
$536K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1- 0.2% |
$477 - $610
|
491
$253K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.07% |
$477 - $610
|
1.5K
$774K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1- 33.33% |
$477 - $610
|
2
$1.03K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1- 0.24% |
$477 - $610
|
421
$217K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$477 - $610
|
2
$1.03K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 5.26% |
$477 - $610
|
18
$9.29K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1- 0.12% |
$477 - $610
|
848
$438K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-2- 3.92% |
$953 - $1.22K
|
49
$25.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 25.0% |
$953 - $1.22K
|
6
$3.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-2- 0.34% |
$953 - $1.22K
|
584
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2- 6.25% |
$953 - $1.22K
|
30
$15.5K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-2- 0.05% |
$953 - $1.22K
|
3.65K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2- 0.36% |
$953 - $1.22K
|
557
$288K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2- 0.1% |
$953 - $1.22K
|
1.96K
$1.01M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2- 14.29% |
$953 - $1.22K
|
12
$6.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3- 0.65% |
$1.43K - $1.83K
|
462
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3- 0.01% |
$1.43K - $1.83K
|
53K
$27.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.43K - $1.83K
|
5.98K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 0.15% |
$1.43K - $1.83K
|
2K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-3- 33.33% |
$1.43K - $1.83K
|
6
$3.1K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3- 4.35% |
$1.43K - $1.83K
|
66
$34.1K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-3- 0.44% |
$1.43K - $1.83K
|
686
$354K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.12% |
$1.43K - $1.83K
|
2.41K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.76% |
$1.43K - $1.83K
|
167
$86.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 12.5% |
$1.43K - $1.83K
|
21
$10.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4- 0.3% |
$1.91K - $2.44K
|
1.33K
$684K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4- 0.42% |
$1.91K - $2.44K
|
954
$492K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4- 0.43% |
$1.91K - $2.44K
|
921
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 0.56% |
$1.91K - $2.44K
|
716
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4- 1.81% |
$1.91K - $2.44K
|
217
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-4- 0.48% |
$1.91K - $2.44K
|
830
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$1.91K - $2.44K
|
6.22K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4- 0.62% |
$1.91K - $2.44K
|
642
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-5- 1.2% |
$2.38K - $3.05K
|
412
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 1.07% |
$2.38K - $3.05K
|
462
$238K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5- 1.11% |
$2.38K - $3.05K
|
445
$230K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.27% |
$2.38K - $3.05K
|
1.86K
$961K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-5- 0.4% |
$2.38K - $3.05K
|
1.24K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 1.43% |
$2.86K - $3.66K
|
415
$214K
|