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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
200+ 0.58% |
$15.6K - $18.1K
|
34.9K
$3.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
200+ 4.97% |
$15.6K - $18.1K
|
4.22K
$398K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 4.36% |
$15.6K - $18.1K
|
4.79K
$451K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
200+ 8.81% |
$15.6K - $18.1K
|
2.47K
$233K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
196+ 4.98% |
$15.3K - $17.7K
|
4.13K
$390K
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
195+ 0.5% |
$15.3K - $17.6K
|
39.3K
$3.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
193+ 3.15% |
$15.1K - $17.4K
|
6.32K
$596K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
192+ 0.83% |
$15K - $17.4K
|
23.3K
$2.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
192+ 1.3% |
$15K - $17.4K
|
15K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
192+ 5.15% |
$15K - $17.4K
|
3.92K
$370K
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
190+ 2.19% |
$14.9K - $17.2K
|
8.88K
$837K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
188+ 0.46% |
$14.7K - $17K
|
41.5K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
187+ 2.72% |
$14.6K - $16.9K
|
7.06K
$665K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
186+ 4.83% |
$14.5K - $16.8K
|
4.04K
$381K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
185+ 7.73% |
$14.5K - $16.7K
|
2.58K
$243K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
180+ 3.69% |
$14.1K - $16.3K
|
5.05K
$476K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
180+ 400.0% |
$14.1K - $16.3K
|
225
$21.2K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
177+ 3.19% |
$13.8K - $16K
|
5.73K
$541K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171+ 0.9% |
$13.4K - $15.5K
|
19.1K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
169+ 3.72% |
$13.2K - $15.3K
|
4.71K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
166+ 6.64% |
$13K - $15K
|
2.67K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
165+ 1.74% |
$12.9K - $14.9K
|
9.64K
$909K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
164+ 5.73% |
$12.8K - $14.8K
|
3.02K
$285K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
163+ 4.7% |
$12.7K - $14.7K
|
3.63K
$343K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
160+ 5.62% |
$12.5K - $14.5K
|
3.01K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
160+ 3.14% |
$12.5K - $14.5K
|
5.25K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
157+ 1.08% |
$12.3K - $14.2K
|
14.7K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
156+ 1.19% |
$12.2K - $14.1K
|
13.3K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
153+ 17.98% |
$12K - $13.8K
|
1K
$94.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
152+ 5.52% |
$11.9K - $13.7K
|
2.91K
$274K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
151+ 1.15% |
$11.8K - $13.7K
|
13.2K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
150+ 3.33% |
$11.7K - $13.6K
|
4.65K
$439K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
149New |
$11.7K - $13.5K
|
149
$14.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
148New |
$11.6K - $13.4K
|
148
$14K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
145+ 1.32% |
$11.3K - $13.1K
|
11.2K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
144+ 0.8% |
$11.3K - $13K
|
18.1K
$1.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
140+ 7.14% |
$11K - $12.7K
|
2.1K
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
139+ 0.14% |
$10.9K - $12.6K
|
101K
$9.52M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
138+ 5.68% |
$10.8K - $12.5K
|
2.57K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
136+ 0.16% |
$10.6K - $12.3K
|
82.6K
$7.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
133+ 13.93% |
$10.4K - $12K
|
1.09K
$103K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
133New |
$10.4K - $12K
|
133
$12.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
133+ 3.91% |
$10.4K - $12K
|
3.54K
$334K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
132+ 2.5% |
$10.3K - $11.9K
|
5.41K
$510K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
132+ 0.24% |
$10.3K - $11.9K
|
55.3K
$5.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
130+ 3.08% |
$10.2K - $11.8K
|
4.36K
$411K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
130+ 1.08% |
$10.2K - $11.8K
|
12.2K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
127+ 3.17% |
$9.93K - $11.5K
|
4.14K
$390K
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
126+ 0.5% |
$9.86K - $11.4K
|
25.1K
$2.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
126+ 23.42% |
$9.86K - $11.4K
|
664
$62.6K
|