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 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-11- 2.46% |
$5.24K - $6.71K
|
436
$196K
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-12- 0.76% |
$5.72K - $7.33K
|
1.57K
$707K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 2.3% |
$5.72K - $7.33K
|
510
$229K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-12- 1.27% |
$5.72K - $7.33K
|
935
$420K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12- 0.15% |
$5.72K - $7.33K
|
7.8K
$3.51M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-12- 1.27% |
$5.72K - $7.33K
|
931
$419K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-12- 2.4% |
$5.72K - $7.33K
|
487
$219K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-13- 1.92% |
$6.2K - $7.94K
|
664
$299K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.72% |
$6.2K - $7.94K
|
1.8K
$808K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14- 3.45% |
$6.67K - $8.55K
|
392
$176K
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.4% |
$6.67K - $8.55K
|
3.5K
$1.57M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 3.04% |
$7.15K - $9.16K
|
479
$215K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 2.48% |
$7.15K - $9.16K
|
590
$265K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-15- 6.1% |
$7.15K - $9.16K
|
231
$104K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 30.61% |
$7.15K - $9.16K
|
34
$15.3K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 0.61% |
$7.15K - $9.16K
|
2.43K
$1.09M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-15- 53.57% |
$7.15K - $9.16K
|
13
$5.85K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 2.25% |
$7.63K - $9.77K
|
695
$313K
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-16- 0.45% |
$7.63K - $9.77K
|
3.52K
$1.58M
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16- 3.74% |
$7.63K - $9.77K
|
412
$185K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 1.55% |
$7.63K - $9.77K
|
1.02K
$457K
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-17- 1.17% |
$8.1K - $10.4K
|
1.44K
$648K
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-17- 1.53% |
$8.1K - $10.4K
|
1.09K
$492K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-17- 34.0% |
$8.1K - $10.4K
|
33
$14.8K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-18- 1.65% |
$8.58K - $11K
|
1.07K
$483K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 16.07% |
$8.58K - $11K
|
94
$42.3K
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-18- 0.43% |
$8.58K - $11K
|
4.18K
$1.88M
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-18- 2.57% |
$8.58K - $11K
|
683
$307K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 0.11% |
$9.06K - $11.6K
|
16.8K
$7.54M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-19- 0.92% |
$9.06K - $11.6K
|
2.04K
$917K
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-19- 1.65% |
$9.06K - $11.6K
|
1.13K
$509K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-20- 4.59% |
$9.53K - $12.2K
|
416
$187K
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-20- 1.47% |
$9.53K - $12.2K
|
1.34K
$604K
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-20- 1.02% |
$9.53K - $12.2K
|
1.94K
$872K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20- 0.83% |
$9.53K - $12.2K
|
2.38K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-20- 71.43% |
$9.53K - $12.2K
|
8
$3.6K
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-21- 63.64% |
$10K - $12.8K
|
12
$5.4K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-21- 3.7% |
$10K - $12.8K
|
547
$246K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-22- 3.63% |
$10.5K - $13.4K
|
584
$263K
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-22- 0.54% |
$10.5K - $13.4K
|
4.02K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 1.42% |
$10.5K - $13.4K
|
1.52K
$684K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-22- 1.57% |
$10.5K - $13.4K
|
1.38K
$619K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-22- 2.12% |
$10.5K - $13.4K
|
1.01K
$456K
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-23- 5.35% |
$11K - $14K
|
407
$183K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.95% |
$11.4K - $14.7K
|
2.5K
$1.13M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 6.96% |
$11.4K - $14.7K
|
321
$144K
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-25- 0.55% |
$11.9K - $15.3K
|
4.56K
$2.05M
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-25- 0.66% |
$11.9K - $15.3K
|
3.74K
$1.68M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-26- 1.22% |
$12.4K - $15.9K
|
2.11K
$950K
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-26- 1.15% |
$12.4K - $15.9K
|
2.24K
$1.01M
|