Latest Institutional Transactions on Medtronic PLC (MDT)
This table provides information on the latest institutional transactions involving Medtronic PLC (MDT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12+ 0.13% |
$994 - $1.06K
|
9.01K
$838K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.46K+ 12.46% |
$121K - $129K
|
13.2K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.52K- 1.36% |
$209K - $222K
|
182K
$17M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-992- 27.25% |
$82.2K - $87.4K
|
2.65K
$246K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-68- 2.15% |
$5.63K - $5.99K
|
3.1K
$288K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.06K- 65.27% |
$336K - $358K
|
2.16K
$201K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1KNew |
$82.8K - $88.1K
|
1K
$93K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
6.7KNew |
$555K - $590K
|
6.7K
$623K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
307New |
$25.4K - $27K
|
307
$28.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
11.8KNew |
$978K - $1.04M
|
11.8K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-189- 0.7% |
$15.7K - $16.6K
|
26.9K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-268- 1.15% |
$22.2K - $23.6K
|
23K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-204- 0.33% |
$16.9K - $18K
|
61.6K
$5.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.93K- 55.03% |
$242K - $258K
|
2.39K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-311- 29.42% |
$25.8K - $27.4K
|
746
$69.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
273+ 4.24% |
$22.6K - $24K
|
6.71K
$624K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-189- 7.39% |
$15.7K - $16.6K
|
2.37K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
6.66KNew |
$552K - $587K
|
6.66K
$619K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.73K- 57.17% |
$309K - $329K
|
2.8K
$260K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.29% |
$2.65K - $2.82K
|
11.1K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-195- 29.15% |
$16.2K - $17.2K
|
474
$44.1K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
43.6KNew |
$3.61M - $3.84M
|
43.6K
$4.05M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.5K+ 407.78% |
$1.04M - $1.1M
|
15.6K
$1.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
714+ 6.25% |
$59.1K - $62.9K
|
12.1K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.45KNew |
$203K - $216K
|
2.45K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-600- 19.6% |
$49.7K - $52.9K
|
2.46K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.02% |
$82.8 - $88.1
|
4.35K
$405K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-480- 76.92% |
$39.8K - $42.3K
|
144
$13.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-449- 2.39% |
$37.2K - $39.6K
|
18.3K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
244+ 5.8% |
$20.2K - $21.5K
|
4.45K
$414K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.17K- 25.25% |
$97.2K - $103K
|
3.47K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
54+ 1.23% |
$4.47K - $4.76K
|
4.44K
$413K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-199- 7.83% |
$16.5K - $17.5K
|
2.34K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-14- 2.18% |
$1.16K - $1.23K
|
628
$58.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
16.3K+ 85.02% |
$1.35M - $1.43M
|
35.4K
$3.29M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-519- 98.11% |
$43K - $45.7K
|
10
$930
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-158- 5.51% |
$13.1K - $13.9K
|
2.71K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
SELL
|
- |
-12.5K- 55.67% |
$1.04M - $1.1M
|
9.97K
$927K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
79+ 79.0% |
$6.54K - $6.96K
|
179
$16.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-202K- 13.15% |
$16.7M - $17.8M
|
1.33M
$124M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-530- 17.9% |
$43.9K - $46.7K
|
2.43K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
14KNew |
$1.16M - $1.23M
|
14K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-380- 12.79% |
$31.5K - $33.5K
|
2.59K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-583- 1.43% |
$48.3K - $51.4K
|
40.2K
$3.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.37KNew |
$197K - $209K
|
2.37K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-171- 5.48% |
$14.2K - $15.1K
|
2.95K
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-540- 3.7% |
$44.7K - $47.6K
|
14K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-369- 12.87% |
$30.6K - $32.5K
|
2.5K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
253+ 1054.17% |
$21K - $22.3K
|
277
$25.8K
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3.33KClosed |
$231K - $278K
|
0
$0
|
|