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 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
125+ 2.23% |
$9.78K - $11.3K
|
5.73K
$541K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
122+ 0.4% |
$9.54K - $11K
|
30.9K
$2.91M
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
120+ 3.93% |
$9.39K - $10.8K
|
3.17K
$299K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
120+ 0.36% |
$9.39K - $10.8K
|
33K
$3.11M
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
119+ 2.32% |
$9.31K - $10.8K
|
5.25K
$495K
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
115+ 1.94% |
$9K - $10.4K
|
6.05K
$571K
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
115+ 0.44% |
$9K - $10.4K
|
26.4K
$2.49M
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
114+ 1.59% |
$8.92K - $10.3K
|
7.27K
$686K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
112+ 1.92% |
$8.76K - $10.1K
|
5.94K
$560K
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
110+ 2.85% |
$8.6K - $9.94K
|
3.97K
$374K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
107+ 3.02% |
$8.37K - $9.67K
|
3.65K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
107+ 1.27% |
$8.37K - $9.67K
|
8.51K
$802K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106+ 1.41% |
$8.29K - $9.58K
|
7.65K
$721K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106+ 1.41% |
$8.29K - $9.58K
|
7.65K
$721K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
105+ 1.03% |
$8.21K - $9.49K
|
10.3K
$974K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
105New |
$8.21K - $9.49K
|
105
$9.9K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
104+ 0.37% |
$8.13K - $9.4K
|
28.2K
$2.66M
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
100+ 1.72% |
$7.82K - $9.04K
|
5.92K
$559K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 3.11% |
$7.82K - $9.04K
|
3.32K
$313K
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
100+ 0.5% |
$7.82K - $9.04K
|
20.2K
$1.91M
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
100+ 0.32% |
$7.82K - $9.04K
|
31.6K
$2.98M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 1.66% |
$7.74K - $8.95K
|
6.05K
$571K
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
98+ 0.2% |
$7.67K - $8.86K
|
48.2K
$4.54M
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
96+ 234.15% |
$7.51K - $8.68K
|
137
$12.9K
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
95+ 0.44% |
$7.43K - $8.59K
|
21.7K
$2.04M
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
94+ 0.84% |
$7.35K - $8.5K
|
11.3K
$1.07M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 0.68% |
$7.27K - $8.41K
|
13.7K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
92+ 1.04% |
$7.2K - $8.32K
|
8.96K
$845K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
90+ 3.47% |
$7.04K - $8.14K
|
2.69K
$253K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
90+ 1.39% |
$7.04K - $8.14K
|
6.59K
$621K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
90+ 11.94% |
$7.04K - $8.14K
|
844
$79.6K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
88+ 1.38% |
$6.88K - $7.96K
|
6.47K
$610K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
88+ 3.28% |
$6.88K - $7.96K
|
2.77K
$261K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
87+ 2.79% |
$6.81K - $7.86K
|
3.21K
$302K
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.23% |
$6.73K - $7.77K
|
3.95K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 1.47% |
$6.73K - $7.77K
|
5.95K
$561K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
86+ 6.07% |
$6.73K - $7.77K
|
1.5K
$142K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
79+ 1.41% |
$6.18K - $7.14K
|
5.69K
$536K
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
75+ 0.39% |
$5.87K - $6.78K
|
19.5K
$1.83M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
75+ 0.99% |
$5.87K - $6.78K
|
7.65K
$722K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
75New |
$5.87K - $6.78K
|
75
$7.07K
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
74+ 2.41% |
$5.79K - $6.69K
|
3.14K
$296K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
74+ 1.22% |
$5.79K - $6.69K
|
6.13K
$578K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
73+ 1.15% |
$5.71K - $6.6K
|
6.4K
$603K
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
73+ 0.27% |
$5.71K - $6.6K
|
27K
$2.55M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
70+ 1.26% |
$5.48K - $6.33K
|
5.64K
$532K
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
69+ 0.55% |
$5.4K - $6.24K
|
12.5K
$1.18M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 6.15% |
$5.32K - $6.15K
|
1.17K
$111K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
68New |
$5.32K - $6.15K
|
68
$6.41K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
67+ 2.56% |
$5.24K - $6.06K
|
2.68K
$253K
|