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 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 1.27% |
$2.86K - $3.66K
|
468
$242K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.56% |
$2.86K - $3.66K
|
1.06K
$546K
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-6- 0.58% |
$2.86K - $3.66K
|
1.02K
$528K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 7.89% |
$2.86K - $3.66K
|
70
$36.1K
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-6- 0.59% |
$2.86K - $3.66K
|
1.01K
$521K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6- 1.21% |
$2.86K - $3.66K
|
490
$253K
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6- 0.48% |
$2.86K - $3.66K
|
1.24K
$641K
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-7- 1.31% |
$3.34K - $4.27K
|
529
$273K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-7- 1.13% |
$3.34K - $4.27K
|
614
$317K
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.5% |
$3.34K - $4.27K
|
460
$237K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-7- 0.26% |
$3.34K - $4.27K
|
2.71K
$1.4M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7- 0.52% |
$3.34K - $4.27K
|
1.33K
$688K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7- 1.39% |
$3.34K - $4.27K
|
497
$257K
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-7- 0.82% |
$3.34K - $4.27K
|
843
$435K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.21% |
$3.34K - $4.27K
|
3.37K
$1.74M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7- 0.27% |
$3.34K - $4.27K
|
2.57K
$1.33M
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8- 1.1% |
$3.81K - $4.88K
|
717
$370K
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-8- 1.22% |
$3.81K - $4.88K
|
646
$333K
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-8- 1.94% |
$3.81K - $4.88K
|
405
$209K
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-8- 0.44% |
$3.81K - $4.88K
|
1.82K
$938K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-8- 10.81% |
$3.81K - $4.88K
|
66
$34.1K
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-8- 0.01% |
$3.81K - $4.88K
|
59.5K
$30.7M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 7.5% |
$4.29K - $5.49K
|
111
$57.3K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9- 2.14% |
$4.29K - $5.49K
|
412
$213K
|
|
May 14, 2025
Q1 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-9- 0.39% |
$4.29K - $5.49K
|
2.31K
$1.19M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.63% |
$4.77K - $6.1K
|
1.57K
$811K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-10- 1.79% |
$4.77K - $6.1K
|
549
$283K
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-10- 1.31% |
$4.77K - $6.1K
|
753
$389K
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-10- 0.19% |
$4.77K - $6.1K
|
5.29K
$2.73M
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-10- 7.69% |
$4.77K - $6.1K
|
120
$61.9K
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-11- 0.21% |
$5.24K - $6.71K
|
5.14K
$2.65M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-11- 1.81% |
$5.24K - $6.71K
|
596
$308K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-11- 2.46% |
$5.24K - $6.71K
|
436
$225K
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-12- 0.76% |
$5.72K - $7.33K
|
1.57K
$811K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 2.3% |
$5.72K - $7.33K
|
510
$263K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-12- 1.27% |
$5.72K - $7.33K
|
935
$483K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12- 0.15% |
$5.72K - $7.33K
|
7.8K
$4.03M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-12- 1.27% |
$5.72K - $7.33K
|
931
$481K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-12- 2.4% |
$5.72K - $7.33K
|
487
$251K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-13- 1.92% |
$6.2K - $7.94K
|
664
$343K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.72% |
$6.2K - $7.94K
|
1.8K
$928K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14- 3.45% |
$6.67K - $8.55K
|
392
$202K
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.4% |
$6.67K - $8.55K
|
3.5K
$1.81M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 3.04% |
$7.15K - $9.16K
|
479
$247K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 2.48% |
$7.15K - $9.16K
|
590
$305K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-15- 6.1% |
$7.15K - $9.16K
|
231
$119K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 30.61% |
$7.15K - $9.16K
|
34
$17.5K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 0.61% |
$7.15K - $9.16K
|
2.43K
$1.25M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-15- 53.57% |
$7.15K - $9.16K
|
13
$6.71K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 2.25% |
$7.63K - $9.77K
|
695
$359K
|