Purchases and Sales Made in Q1 2024 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q1 2024. The information is specifically focused on institutions that hold shares of Medtronic plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
828+ 9.35% |
$68.6K - $72.9K
|
9.69K
$913K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
823+ 15.07% |
$68.2K - $72.5K
|
6.28K
$592K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
821+ 29.26% |
$68K - $72.3K
|
3.63K
$342K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
813+ 4.25% |
$67.3K - $71.6K
|
19.9K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
809+ 6.41% |
$67K - $71.3K
|
13.4K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
808+ 3.07% |
$66.9K - $71.2K
|
27.1K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
804+ 1.71% |
$66.6K - $70.8K
|
47.9K
$4.52M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
802+ 4.49% |
$66.4K - $70.6K
|
18.7K
$1.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
800+ 11.9% |
$66.3K - $70.5K
|
7.53K
$710K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
800+ 2.76% |
$66.3K - $70.5K
|
29.8K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
800+ 6.25% |
$66.3K - $70.5K
|
13.6K
$1.28M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
800+ 6.25% |
$66.3K - $70.5K
|
13.6K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
795+ 0.96% |
$65.9K - $70K
|
84K
$7.92M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
793+ 6.2% |
$65.7K - $69.9K
|
13.6K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
792+ 0.41% |
$65.6K - $69.8K
|
193K
$18.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
792+ 2.73% |
$65.6K - $69.8K
|
29.8K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
784+ 14.77% |
$64.9K - $69.1K
|
6.09K
$574K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
778+ 2.7% |
$64.4K - $68.5K
|
29.6K
$2.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
776+ 16.97% |
$64.3K - $68.4K
|
5.35K
$504K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
774New |
$64.1K - $68.2K
|
774
$73K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
753+ 8.0% |
$62.4K - $66.3K
|
10.2K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
745+ 7.98% |
$61.7K - $65.6K
|
10.1K
$951K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
743+ 3.33% |
$61.6K - $65.5K
|
23.1K
$2.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
734+ 8.79% |
$60.8K - $64.7K
|
9.09K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
730+ 6.14% |
$60.5K - $64.3K
|
12.6K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
728+ 4.89% |
$60.3K - $64.1K
|
15.6K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
722+ 11.5% |
$59.8K - $63.6K
|
7K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
721+ 0.89% |
$59.7K - $63.5K
|
81.4K
$7.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
718+ 0.48% |
$59.5K - $63.2K
|
151K
$14.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
718+ 12.98% |
$59.5K - $63.2K
|
6.25K
$589K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
716+ 16.79% |
$59.3K - $63.1K
|
4.98K
$470K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
715+ 6.31% |
$59.2K - $63K
|
12.1K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
714+ 6.25% |
$59.1K - $62.9K
|
12.1K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
708+ 2.02% |
$58.7K - $62.4K
|
35.7K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
708+ 2.99% |
$58.7K - $62.4K
|
24.4K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
704+ 18.45% |
$58.3K - $62K
|
4.52K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
700+ 4.65% |
$58K - $61.7K
|
15.7K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
696+ 11.47% |
$57.7K - $61.3K
|
6.76K
$638K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
693+ 3.73% |
$57.4K - $61K
|
19.3K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
692+ 2.64% |
$57.3K - $61K
|
26.9K
$2.54M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
679+ 16975.0% |
$56.2K - $59.8K
|
683
$64.4K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
672+ 5.14% |
$55.7K - $59.2K
|
13.7K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
669+ 1.0% |
$55.4K - $58.9K
|
67.7K
$6.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
661+ 6.02% |
$54.8K - $58.2K
|
11.6K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
648+ 1.32% |
$53.7K - $57.1K
|
49.6K
$4.68M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
638+ 0.95% |
$52.9K - $56.2K
|
67.5K
$6.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
635+ 8.96% |
$52.6K - $55.9K
|
7.73K
$728K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
631+ 10.16% |
$52.3K - $55.6K
|
6.84K
$645K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
627+ 3.98% |
$51.9K - $55.2K
|
16.4K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
625+ 11.69% |
$51.8K - $55.1K
|
5.97K
$563K
|