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 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-31- 2.59% |
$2.57K - $2.73K
|
1.16K
$110K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.29% |
$2.65K - $2.82K
|
11.1K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 0.23% |
$2.65K - $2.82K
|
14.1K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-32- 7.41% |
$2.65K - $2.82K
|
400
$37.7K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-32- 0.2% |
$2.65K - $2.82K
|
16.4K
$1.54M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-32- 2.97% |
$2.65K - $2.82K
|
1.04K
$98.4K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-33- 0.73% |
$2.73K - $2.91K
|
4.5K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.4% |
$2.82K - $3K
|
8.54K
$806K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-36- 0.1% |
$2.98K - $3.17K
|
36.8K
$3.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-37- 0.51% |
$3.07K - $3.26K
|
7.22K
$680K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-37- 0.33% |
$3.07K - $3.26K
|
11.2K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-38- 1.44% |
$3.15K - $3.35K
|
2.6K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-39- 0.24% |
$3.23K - $3.44K
|
16.1K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-40- 0.35% |
$3.31K - $3.52K
|
11.3K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-43- 2.14% |
$3.56K - $3.79K
|
1.97K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-45- 59.21% |
$3.73K - $3.96K
|
31
$2.92K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-46- 0.47% |
$3.81K - $4.05K
|
9.66K
$910K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-49- 0.18% |
$4.06K - $4.32K
|
26.4K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-52- 0.76% |
$4.31K - $4.58K
|
6.76K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-54- 0.47% |
$4.47K - $4.76K
|
11.3K
$1.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-59- 0.56% |
$4.89K - $5.2K
|
10.5K
$993K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-60- 1.03% |
$4.97K - $5.29K
|
5.78K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 0.85% |
$4.97K - $5.29K
|
7.02K
$662K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-62- 1.25% |
$5.14K - $5.46K
|
4.89K
$461K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-62- 0.09% |
$5.14K - $5.46K
|
67.7K
$6.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 3.86% |
$5.38K - $5.73K
|
1.62K
$153K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-65- 0.75% |
$5.38K - $5.73K
|
8.59K
$810K
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-65- 0.14% |
$5.38K - $5.73K
|
45.9K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-65- 2.65% |
$5.38K - $5.73K
|
2.39K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-66- 1.01% |
$5.47K - $5.81K
|
6.49K
$612K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-67- 2.75% |
$5.55K - $5.9K
|
2.37K
$223K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-68- 2.15% |
$5.63K - $5.99K
|
3.1K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-70- 2.12% |
$5.8K - $6.17K
|
3.23K
$304K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-70- 1.99% |
$5.8K - $6.17K
|
3.45K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-71- 1.86% |
$5.88K - $6.25K
|
3.75K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-72- 0.76% |
$5.96K - $6.34K
|
9.45K
$891K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-74- 0.21% |
$6.13K - $6.52K
|
34.5K
$3.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-75- 1.92% |
$6.21K - $6.61K
|
3.83K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-77- 1.03% |
$6.38K - $6.78K
|
7.42K
$700K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-80- 13.33% |
$6.63K - $7.05K
|
520
$49K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-81- 2.97% |
$6.71K - $7.14K
|
2.65K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-82- 1.76% |
$6.79K - $7.22K
|
4.57K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-82- 5.51% |
$6.79K - $7.22K
|
1.41K
$133K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-84- 24.56% |
$6.96K - $7.4K
|
258
$24.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-88- 1.78% |
$7.29K - $7.75K
|
4.85K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-88- 2.88% |
$7.29K - $7.75K
|
2.97K
$280K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-90- 2.37% |
$7.46K - $7.93K
|
3.7K
$349K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-91- 0.24% |
$7.54K - $8.02K
|
37.2K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-91- 2.9% |
$7.54K - $8.02K
|
3.05K
$287K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-91- 0.96% |
$7.54K - $8.02K
|
9.36K
$882K
|