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 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
786+ 12.39% |
$61.5K - $71.1K
|
7.13K
$672K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
779+ 1.88% |
$60.9K - $70.4K
|
42.2K
$3.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
778+ 1.78% |
$60.9K - $70.3K
|
44.4K
$4.19M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
776+ 1.62% |
$60.7K - $70.2K
|
48.6K
$4.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
773+ 18.56% |
$60.5K - $69.9K
|
4.94K
$466K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
773+ 30.7% |
$60.5K - $69.9K
|
3.29K
$310K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
751+ 2.94% |
$58.7K - $67.9K
|
26.3K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
748+ 4.67% |
$58.5K - $67.6K
|
16.8K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
744+ 7.0% |
$58.2K - $67.3K
|
11.4K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
743+ 0.62% |
$58.1K - $67.2K
|
121K
$11.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
737+ 3.97% |
$57.6K - $66.6K
|
19.3K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
736+ 13.68% |
$57.6K - $66.5K
|
6.12K
$577K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
733+ 0.41% |
$57.3K - $66.3K
|
178K
$16.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
730+ 22.93% |
$57.1K - $66K
|
3.91K
$369K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
728+ 21.89% |
$56.9K - $65.8K
|
4.05K
$382K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
728+ 1.26% |
$56.9K - $65.8K
|
58.5K
$5.51M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
722+ 2.17% |
$56.5K - $65.3K
|
33.9K
$3.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
720+ 4.61% |
$56.3K - $65.1K
|
16.3K
$1.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
710+ 1.56% |
$55.5K - $64.2K
|
46.2K
$4.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
710+ 0.36% |
$55.5K - $64.2K
|
197K
$18.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
710+ 109.06% |
$55.5K - $64.2K
|
1.36K
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
699+ 5.64% |
$54.7K - $63.2K
|
13.1K
$1.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
696New |
$54.4K - $62.9K
|
696
$65.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
690+ 10.71% |
$54K - $62.4K
|
7.13K
$672K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
674+ 11.12% |
$52.7K - $60.9K
|
6.74K
$635K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
670+ 4.28% |
$52.4K - $60.6K
|
16.3K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
667+ 7.01% |
$52.2K - $60.3K
|
10.2K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
666+ 4.97% |
$52.1K - $60.2K
|
14.1K
$1.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
656+ 6.82% |
$51.3K - $59.3K
|
10.3K
$969K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
654+ 6.85% |
$51.2K - $59.1K
|
10.2K
$961K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
651+ 5.49% |
$50.9K - $58.9K
|
12.5K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
646+ 6.23% |
$50.5K - $58.4K
|
11K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
645+ 16.58% |
$50.5K - $58.3K
|
4.54K
$428K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
637+ 23.15% |
$49.8K - $57.6K
|
3.39K
$320K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
626+ 6.23% |
$49K - $56.6K
|
10.7K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
625+ 3.02% |
$48.9K - $56.5K
|
21.3K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
624+ 0.31% |
$48.8K - $56.4K
|
200K
$18.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
622+ 0.86% |
$48.7K - $56.2K
|
73.2K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
614+ 2.39% |
$48K - $55.5K
|
26.3K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
611+ 4.33% |
$47.8K - $55.2K
|
14.7K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
610+ 17.16% |
$47.7K - $55.1K
|
4.17K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
610+ 16.69% |
$47.7K - $55.1K
|
4.27K
$402K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
602+ 1.56% |
$47.1K - $54.4K
|
39.2K
$3.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
601+ 17.57% |
$47K - $54.3K
|
4.02K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
600+ 5.81% |
$46.9K - $54.2K
|
10.9K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
595+ 8.38% |
$46.5K - $53.8K
|
7.7K
$726K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
593+ 7.13% |
$46.4K - $53.6K
|
8.91K
$840K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
580+ 6.32% |
$45.4K - $52.4K
|
9.75K
$920K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
577+ 24.97% |
$45.1K - $52.2K
|
2.89K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
575New |
$45K - $52K
|
575
$54.2K
|