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
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-275- 3.65% |
$131K - $168K
|
7.26K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-282- 1.95% |
$134K - $172K
|
14.2K
$7.32M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-285- 1.33% |
$136K - $174K
|
21.2K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-286- 11.6% |
$136K - $175K
|
2.18K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-290- 28.49% |
$138K - $177K
|
728
$376K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-294- 21.44% |
$140K - $179K
|
1.08K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.77% |
$143K - $183K
|
16.6K
$8.59M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-303- 60.24% |
$144K - $185K
|
200
$103K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-303- 8.67% |
$144K - $185K
|
3.19K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-305- 2.14% |
$145K - $186K
|
13.9K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-306- 4.38% |
$146K - $187K
|
6.68K
$3.45M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-311- 3.03% |
$148K - $190K
|
9.95K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-314- 1.03% |
$150K - $192K
|
30.1K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-314- 17.87% |
$150K - $192K
|
1.44K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-318- 2.83% |
$152K - $194K
|
10.9K
$5.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-331- 20.84% |
$158K - $202K
|
1.26K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-333- 7.61% |
$159K - $203K
|
4.04K
$2.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-343- 2.6% |
$163K - $209K
|
12.9K
$6.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-345- 4.06% |
$164K - $211K
|
8.16K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-350- 4.42% |
$167K - $214K
|
7.56K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-350- 7.19% |
$167K - $214K
|
4.52K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-365- 2.49% |
$174K - $223K
|
14.3K
$7.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-369- 0.61% |
$176K - $225K
|
59.7K
$30.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-382- 22.47% |
$182K - $233K
|
1.32K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-385- 9.22% |
$184K - $235K
|
3.79K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-389- 6.65% |
$185K - $237K
|
5.46K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-390- 2.37% |
$186K - $238K
|
16K
$8.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-406- 2.83% |
$194K - $248K
|
14K
$7.2M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-406- 7.24% |
$194K - $248K
|
5.2K
$2.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-410- 3.18% |
$195K - $250K
|
12.5K
$6.45M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-411- 47.35% |
$196K - $251K
|
457
$236K
|
|
|
May 15, 2025
Q1 2025
|
Catalio Capital Management, LP
New York, NY |
SELL
|
- |
-411- 1.11% |
$196K - $251K
|
36.5K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-412- 11.2% |
$196K - $252K
|
3.27K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-420- 0.5% |
$200K - $256K
|
83.5K
$43.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-432- 98.63% |
$206K - $264K
|
6
$3.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-439- 18.97% |
$209K - $268K
|
1.88K
$968K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-448- 9.24% |
$214K - $273K
|
4.4K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-458- 4.56% |
$218K - $280K
|
9.58K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-483- 3.13% |
$230K - $295K
|
14.9K
$7.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-493- 45.11% |
$235K - $301K
|
600
$310K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-494- 99.8% |
$235K - $302K
|
1
$516
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-498- 6.91% |
$237K - $304K
|
6.7K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-509- 0.03% |
$243K - $311K
|
1.69M
$871M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-516- 3.68% |
$246K - $315K
|
13.5K
$6.97M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-518- 2.98% |
$247K - $316K
|
16.9K
$8.71M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-543- 3.44% |
$259K - $331K
|
15.2K
$7.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-548- 2.47% |
$261K - $335K
|
21.6K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-553- 5.72% |
$264K - $338K
|
9.12K
$4.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-557- 22.99% |
$265K - $340K
|
1.87K
$964K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-557- 13.43% |
$265K - $340K
|
3.59K
$1.85M
|