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
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65+ 1.91% |
$5.08K - $5.88K
|
3.47K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
64+ 2.08% |
$5.01K - $5.79K
|
3.14K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
63+ 0.92% |
$4.93K - $5.7K
|
6.94K
$655K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
62+ 129.17% |
$4.85K - $5.6K
|
110
$10.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
62+ 15.16% |
$4.85K - $5.6K
|
471
$44.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
60+ 0.49% |
$4.69K - $5.42K
|
12.2K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
58+ 3.28% |
$4.54K - $5.24K
|
1.82K
$172K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
52+ 4.41% |
$4.07K - $4.7K
|
1.23K
$116K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
51+ 5.08% |
$3.99K - $4.61K
|
1.05K
$99.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
51+ 5.73% |
$3.99K - $4.61K
|
941
$88.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
51+ 0.29% |
$3.99K - $4.61K
|
17.4K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
51+ 0.74% |
$3.99K - $4.61K
|
6.99K
$659K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
50New |
$3.91K - $4.52K
|
50
$4.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
50+ 0.37% |
$3.91K - $4.52K
|
13.7K
$1.29M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
50+ 0.79% |
$3.91K - $4.52K
|
6.37K
$601K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
49+ 1.36% |
$3.83K - $4.43K
|
3.66K
$345K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 5.64% |
$3.83K - $4.43K
|
918
$86.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
48+ 0.76% |
$3.75K - $4.34K
|
6.36K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
48+ 0.35% |
$3.75K - $4.34K
|
13.8K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
47+ 1.44% |
$3.68K - $4.25K
|
3.31K
$312K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
46+ 3.48% |
$3.6K - $4.16K
|
1.37K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Page Arthur B
|
BUY
|
- |
46+ 0.34% |
$3.6K - $4.16K
|
13.7K
$1.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
45+ 0.3% |
$3.52K - $4.07K
|
14.9K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
45+ 0.21% |
$3.52K - $4.07K
|
21.3K
$2.01M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
45+ 0.17% |
$3.52K - $4.07K
|
27K
$2.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
44+ 0.61% |
$3.44K - $3.98K
|
7.27K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
44+ 0.68% |
$3.44K - $3.98K
|
6.48K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
43+ 2.91% |
$3.36K - $3.89K
|
1.52K
$143K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
42+ 0.44% |
$3.29K - $3.8K
|
9.56K
$901K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.08% |
$3.21K - $3.71K
|
3.83K
$361K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
41+ 0.29% |
$3.21K - $3.71K
|
14.4K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 1.55% |
$3.13K - $3.62K
|
2.62K
$247K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40+ 1.15% |
$3.13K - $3.62K
|
3.52K
$332K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
38+ 0.41% |
$2.97K - $3.44K
|
9.33K
$880K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
36New |
$2.82K - $3.25K
|
36
$3.39K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
34+ 0.16% |
$2.66K - $3.07K
|
20.8K
$1.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
33+ 0.37% |
$2.58K - $2.98K
|
8.92K
$841K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
30+ 3.78% |
$2.35K - $2.71K
|
823
$77.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
30+ 0.74% |
$2.35K - $2.71K
|
4.09K
$386K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
30New |
$2.35K - $2.71K
|
30
$2.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30+ 0.43% |
$2.35K - $2.71K
|
6.99K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
30+ 0.28% |
$2.35K - $2.71K
|
10.7K
$1.01M
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
29+ 1.02% |
$2.27K - $2.62K
|
2.86K
$270K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
28+ 0.08% |
$2.19K - $2.53K
|
35.8K
$3.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
25+ 0.63% |
$1.96K - $2.26K
|
3.98K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 0.42% |
$1.96K - $2.26K
|
5.96K
$562K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
24+ 0.2% |
$1.88K - $2.17K
|
12.3K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
24New |
$1.88K - $2.17K
|
24
$2.26K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23+ 3.83% |
$1.8K - $2.08K
|
624
$58.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.03% |
$1.64K - $1.9K
|
74.7K
$7.05M
|