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
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- 1.0% |
$15.7K - $20.1K
|
3.28K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-34- 0.45% |
$16.2K - $20.8K
|
7.55K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-34- 4.02% |
$16.2K - $20.8K
|
811
$419K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-34- 2.64% |
$16.2K - $20.8K
|
1.25K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-35- 0.55% |
$16.7K - $21.4K
|
6.38K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-35- 4.79% |
$16.7K - $21.4K
|
695
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-36- 21.56% |
$17.2K - $22K
|
131
$67.7K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-36- 7.76% |
$17.2K - $22K
|
428
$221K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-36- 0.63% |
$17.2K - $22K
|
5.69K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-36- 7.52% |
$17.2K - $22K
|
443
$229K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36- 4.03% |
$17.2K - $22K
|
858
$443K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-36- 0.65% |
$17.2K - $22K
|
5.49K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 2.33% |
$17.6K - $22.6K
|
1.55K
$802K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-37- 5.43% |
$17.6K - $22.6K
|
645
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-38- 4.82% |
$18.1K - $23.2K
|
751
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-38- 95.0% |
$18.1K - $23.2K
|
2
$1.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.6% |
$18.6K - $23.8K
|
6.49K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-39- 4.94% |
$18.6K - $23.8K
|
750
$387K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-39- 2.66% |
$18.6K - $23.8K
|
1.43K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-40- 8.71% |
$19.1K - $24.4K
|
419
$216K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-40- 6.41% |
$19.1K - $24.4K
|
584
$302K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-42- 5.35% |
$20K - $25.6K
|
743
$384K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-43- 8.05% |
$20.5K - $26.2K
|
491
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-44- 2.29% |
$21K - $26.9K
|
1.88K
$969K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-45- 3.32% |
$21.4K - $27.5K
|
1.31K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-45- 2.75% |
$21.4K - $27.5K
|
1.59K
$822K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-45- 9.0% |
$21.4K - $27.5K
|
455
$235K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 7.92% |
$21.9K - $28.1K
|
535
$276K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-46- 5.65% |
$21.9K - $28.1K
|
768
$397K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-48- 4.06% |
$22.9K - $29.3K
|
1.13K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-48- 0.1% |
$22.9K - $29.3K
|
48K
$24.8M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-48- 0.22% |
$22.9K - $29.3K
|
21.7K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-49- 7.01% |
$23.4K - $29.9K
|
650
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 4.59% |
$23.8K - $30.5K
|
1.04K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-50- 1.0% |
$23.8K - $30.5K
|
4.97K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-50- 10.46% |
$23.8K - $30.5K
|
428
$221K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-50- 38.76% |
$23.8K - $30.5K
|
79
$40.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-51- 2.24% |
$24.3K - $31.1K
|
2.23K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-51- 9.96% |
$24.3K - $31.1K
|
461
$238K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-52- 0.05% |
$24.8K - $31.7K
|
96.8K
$50M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-53- 6.18% |
$25.3K - $32.4K
|
805
$416K
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-53- 0.57% |
$25.3K - $32.4K
|
9.32K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-54- 2.96% |
$25.7K - $33K
|
1.77K
$915K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-55- 2.63% |
$26.2K - $33.6K
|
2.03K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-55- 5.66% |
$26.2K - $33.6K
|
916
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-55- 4.27% |
$26.2K - $33.6K
|
1.23K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-55- 4.92% |
$26.2K - $33.6K
|
1.06K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-55- 1.52% |
$26.2K - $33.6K
|
3.56K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-57- 10.25% |
$27.2K - $34.8K
|
499
$258K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-58- 0.36% |
$27.6K - $35.4K
|
16.2K
$8.35M
|