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 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-48- 0.22% |
$22.9K - $29.3K
|
21.7K
$9.74M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-49- 7.01% |
$23.4K - $29.9K
|
650
$292K
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 4.59% |
$23.8K - $30.5K
|
1.04K
$467K
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-50- 1.0% |
$23.8K - $30.5K
|
4.97K
$2.23M
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-50- 10.46% |
$23.8K - $30.5K
|
428
$192K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-50- 38.76% |
$23.8K - $30.5K
|
79
$35.5K
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-51- 2.24% |
$24.3K - $31.1K
|
2.23K
$1M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-51- 9.96% |
$24.3K - $31.1K
|
461
$207K
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-52- 0.05% |
$24.8K - $31.7K
|
96.8K
$43.5M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-53- 6.18% |
$25.3K - $32.4K
|
805
$362K
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-53- 0.57% |
$25.3K - $32.4K
|
9.32K
$4.19M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-54- 2.96% |
$25.7K - $33K
|
1.77K
$797K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-55- 2.63% |
$26.2K - $33.6K
|
2.03K
$915K
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-55- 5.66% |
$26.2K - $33.6K
|
916
$412K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-55- 4.27% |
$26.2K - $33.6K
|
1.23K
$554K
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-55- 4.92% |
$26.2K - $33.6K
|
1.06K
$478K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-55- 1.52% |
$26.2K - $33.6K
|
3.56K
$1.6M
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-57- 10.25% |
$27.2K - $34.8K
|
499
$224K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-58- 0.36% |
$27.6K - $35.4K
|
16.2K
$7.27M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-58- 7.97% |
$27.6K - $35.4K
|
670
$301K
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-59- 3.32% |
$28.1K - $36K
|
1.72K
$773K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-59- 5.23% |
$28.1K - $36K
|
1.07K
$481K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-59- 4.72% |
$28.1K - $36K
|
1.19K
$536K
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-59- 5.23% |
$28.1K - $36K
|
1.07K
$481K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-60- 7.58% |
$28.6K - $36.6K
|
732
$329K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-60- 10.08% |
$28.6K - $36.6K
|
535
$241K
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-60- 3.51% |
$28.6K - $36.6K
|
1.65K
$742K
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-60- 2.87% |
$28.6K - $36.6K
|
2.03K
$912K
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-61- 2.62% |
$29.1K - $37.2K
|
2.26K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-64- 1.38% |
$30.5K - $39.1K
|
4.57K
$2.06M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-65- 1.76% |
$31K - $39.7K
|
3.63K
$1.63M
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-65- 2.25% |
$31K - $39.7K
|
2.82K
$1.27M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-68- 1.56% |
$32.4K - $41.5K
|
4.3K
$1.93M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 2.47% |
$33.4K - $42.7K
|
2.77K
$1.25M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-70- 22.01% |
$33.4K - $42.7K
|
248
$112K
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-70- 2.94% |
$33.4K - $42.7K
|
2.31K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-70- 11.78% |
$33.4K - $42.7K
|
524
$236K
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-71- 1.67% |
$33.8K - $43.3K
|
4.17K
$1.87M
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-72- 10.29% |
$34.3K - $44K
|
628
$282K
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-72- 4.82% |
$34.3K - $44K
|
1.42K
$640K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-73- 7.39% |
$34.8K - $44.6K
|
915
$411K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-73- 2.22% |
$34.8K - $44.6K
|
3.22K
$1.45M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-74- 9.31% |
$35.3K - $45.2K
|
721
$324K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-74- 6.42% |
$35.3K - $45.2K
|
1.08K
$485K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 4.24% |
$35.7K - $45.8K
|
1.7K
$762K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75- 20.95% |
$35.7K - $45.8K
|
283
$127K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-76- 9.91% |
$36.2K - $46.4K
|
691
$311K
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-76- 1.89% |
$36.2K - $46.4K
|
3.95K
$1.78M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-77- 2.17% |
$36.7K - $47K
|
3.48K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-77- 0.13% |
$36.7K - $47K
|
58.5K
$26.3M
|