Purchases and Sales Made in Q3 2023 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.71K+ 4.87% |
$212K - $245K
|
58.3K
$5.5M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.68K+ 3.92% |
$210K - $242K
|
71K
$6.7M
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.67KNew |
$209K - $242K
|
2.67K
$252K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.64K+ 4.83% |
$207K - $239K
|
57.3K
$5.4M
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.62K+ 12.09% |
$205K - $237K
|
24.3K
$2.29M
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.57K+ 3.11% |
$201K - $233K
|
85.2K
$8.04M
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2.57KNew |
$201K - $232K
|
2.57K
$242K
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.56K+ 7.81% |
$200K - $231K
|
35.3K
$3.33M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.54KNew |
$199K - $230K
|
2.54K
$240K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.51K+ 1.99% |
$196K - $227K
|
129K
$12.1M
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
2.5K+ 359.2% |
$196K - $226K
|
3.2K
$301K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.48K+ 16.05% |
$194K - $224K
|
17.9K
$1.69M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.48KNew |
$194K - $224K
|
2.48K
$234K
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.48K+ 10.68% |
$194K - $224K
|
25.7K
$2.42M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 7.19% |
$188K - $217K
|
35.9K
$3.38M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 967.74% |
$188K - $217K
|
2.65K
$250K
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.4K+ 28.11% |
$188K - $217K
|
10.9K
$1.03M
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.4K+ 4.64% |
$187K - $217K
|
54K
$5.09M
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.36K+ 11.35% |
$185K - $214K
|
23.2K
$2.19M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.36K+ 0.37% |
$184K - $213K
|
632K
$59.6M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.36K+ 171.65% |
$184K - $213K
|
3.73K
$351K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.34KNew |
$183K - $211K
|
2.34K
$220K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 3.14% |
$183K - $211K
|
76.7K
$7.23M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.34K+ 0.82% |
$183K - $211K
|
289K
$27.2M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.29K+ 665.99% |
$179K - $207K
|
2.64K
$248K
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.29K+ 8.35% |
$179K - $207K
|
29.7K
$2.8M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
2.28K+ 13.24% |
$178K - $206K
|
19.5K
$1.84M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.28K+ 17.66% |
$178K - $206K
|
15.2K
$1.43M
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.24K+ 3.38% |
$175K - $202K
|
68.6K
$6.47M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.22K+ 8.01% |
$174K - $201K
|
30K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.21K+ 88.82% |
$173K - $200K
|
4.69K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.2K+ 88.0% |
$172K - $199K
|
4.7K
$443K
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.2K+ 3.48% |
$172K - $198K
|
65.3K
$6.16M
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 10.57% |
$171K - $197K
|
22.8K
$2.15M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 8.89% |
$168K - $195K
|
26.4K
$2.49M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.12K+ 8.58% |
$166K - $191K
|
26.8K
$2.53M
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
2.12K+ 4.38% |
$165K - $191K
|
50.4K
$4.75M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.11K+ 1.1% |
$165K - $190K
|
194K
$18.3M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.11K+ 4.69% |
$165K - $190K
|
47K
$4.43M
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.1K+ 15.75% |
$164K - $189K
|
15.4K
$1.45M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 17.93% |
$163K - $188K
|
13.7K
$1.29M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.08K+ 1.02% |
$163K - $188K
|
206K
$19.5M
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.08K+ 7.0% |
$162K - $188K
|
31.8K
$2.99M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.07K+ 20.24% |
$162K - $187K
|
12.3K
$1.16M
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.07K+ 2.36% |
$162K - $187K
|
89.6K
$8.45M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.07K+ 73.01% |
$162K - $187K
|
4.9K
$462K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.04K+ 1.85% |
$160K - $185K
|
113K
$10.6M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
2.04K+ 6.46% |
$160K - $185K
|
33.6K
$3.17M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.04K+ 9.18% |
$160K - $185K
|
24.3K
$2.29M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.04K+ 3.34% |
$160K - $184K
|
63.1K
$5.95M
|