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 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-3- 0.44% |
$1.43K - $1.83K
|
686
$308K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.12% |
$1.43K - $1.83K
|
2.41K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.76% |
$1.43K - $1.83K
|
167
$75.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 12.5% |
$1.43K - $1.83K
|
21
$9.44K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4- 0.3% |
$1.91K - $2.44K
|
1.33K
$596K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4- 0.42% |
$1.91K - $2.44K
|
954
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4- 0.43% |
$1.91K - $2.44K
|
921
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 0.56% |
$1.91K - $2.44K
|
716
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4- 1.81% |
$1.91K - $2.44K
|
217
$97.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-4- 0.48% |
$1.91K - $2.44K
|
830
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$1.91K - $2.44K
|
6.22K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4- 0.62% |
$1.91K - $2.44K
|
642
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-5- 1.2% |
$2.38K - $3.05K
|
412
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 1.07% |
$2.38K - $3.05K
|
462
$208K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5- 1.11% |
$2.38K - $3.05K
|
445
$200K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.27% |
$2.38K - $3.05K
|
1.86K
$837K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-5- 0.4% |
$2.38K - $3.05K
|
1.24K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 1.43% |
$2.86K - $3.66K
|
415
$187K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 1.27% |
$2.86K - $3.66K
|
468
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.56% |
$2.86K - $3.66K
|
1.06K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-6- 0.58% |
$2.86K - $3.66K
|
1.02K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 7.89% |
$2.86K - $3.66K
|
70
$31.5K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-6- 0.59% |
$2.86K - $3.66K
|
1.01K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6- 1.21% |
$2.86K - $3.66K
|
490
$220K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6- 0.48% |
$2.86K - $3.66K
|
1.24K
$558K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-7- 1.31% |
$3.34K - $4.27K
|
529
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-7- 1.13% |
$3.34K - $4.27K
|
614
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.5% |
$3.34K - $4.27K
|
460
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-7- 0.26% |
$3.34K - $4.27K
|
2.71K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7- 0.52% |
$3.34K - $4.27K
|
1.33K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7- 1.39% |
$3.34K - $4.27K
|
497
$223K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-7- 0.82% |
$3.34K - $4.27K
|
843
$379K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.21% |
$3.34K - $4.27K
|
3.37K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7- 0.27% |
$3.34K - $4.27K
|
2.57K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8- 1.1% |
$3.81K - $4.88K
|
717
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-8- 1.22% |
$3.81K - $4.88K
|
646
$290K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-8- 1.94% |
$3.81K - $4.88K
|
405
$182K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-8- 0.44% |
$3.81K - $4.88K
|
1.82K
$817K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-8- 10.81% |
$3.81K - $4.88K
|
66
$29.7K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-8- 0.01% |
$3.81K - $4.88K
|
59.5K
$26.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 7.5% |
$4.29K - $5.49K
|
111
$49.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9- 2.14% |
$4.29K - $5.49K
|
412
$185K
|
|
|
May 14, 2025
Q1 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-9- 0.39% |
$4.29K - $5.49K
|
2.31K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.63% |
$4.77K - $6.1K
|
1.57K
$707K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-10- 1.79% |
$4.77K - $6.1K
|
549
$247K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-10- 1.31% |
$4.77K - $6.1K
|
753
$339K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-10- 0.19% |
$4.77K - $6.1K
|
5.29K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-10- 7.69% |
$4.77K - $6.1K
|
120
$54K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-11- 0.21% |
$5.24K - $6.71K
|
5.14K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-11- 1.81% |
$5.24K - $6.71K
|
596
$268K
|