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 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
21New |
$1.64K - $1.9K
|
21
$1.98K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
21New |
$1.64K - $1.9K
|
21
$1.98K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 13.79% |
$1.56K - $1.81K
|
165
$15.6K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
20+ 0.5% |
$1.56K - $1.81K
|
3.99K
$376K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
19+ 0.41% |
$1.49K - $1.72K
|
4.71K
$444K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.14% |
$1.41K - $1.63K
|
13K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
17+ 0.54% |
$1.33K - $1.54K
|
3.16K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
17+ 0.61% |
$1.33K - $1.54K
|
2.81K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
16+ 0.15% |
$1.25K - $1.45K
|
10.8K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
16+ 0.03% |
$1.25K - $1.45K
|
51.5K
$4.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
15+ 5.0% |
$1.17K - $1.36K
|
315
$29.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
15+ 0.08% |
$1.17K - $1.36K
|
19K
$1.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
13New |
$1.02K - $1.18K
|
13
$1.23K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 0.8% |
$939 - $1.08K
|
1.52K
$143K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
12+ 0.25% |
$939 - $1.08K
|
4.79K
$451K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 7.53% |
$860 - $994
|
157
$14.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.18% |
$860 - $994
|
6.19K
$584K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 0.04% |
$860 - $994
|
28.7K
$2.71M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
11+ 0.26% |
$860 - $994
|
4.29K
$404K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$782 - $904
|
7.6K
$716K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$704 - $814
|
9
$849
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$548 - $633
|
3.09K
$292K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 1.93% |
$548 - $633
|
369
$34.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7New |
$548 - $633
|
7
$660
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.06% |
$548 - $633
|
12.6K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$469 - $542
|
8.58K
$809K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.75% |
$391 - $452
|
673
$63.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.22% |
$391 - $452
|
2.25K
$213K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
4+ 0.09% |
$313 - $362
|
4.62K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4+ 0.05% |
$313 - $362
|
7.79K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.01% |
$313 - $362
|
49K
$4.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.01% |
$235 - $271
|
23K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.05% |
$235 - $271
|
6.36K
$600K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3+ 11.11% |
$235 - $271
|
30
$2.83K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
2+ 0.04% |
$156 - $181
|
4.83K
$456K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.14% |
$156 - $181
|
1.46K
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$78.2 - $90.4
|
33
$3.11K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$78.2 - $90.4
|
951
$89.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 0.81% |
$78.2 - $90.4
|
124
$11.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$78.2 - $90.4
|
10.4K
$980K
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
1+ 0.01% |
$78.2 - $90.4
|
12.9K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.43% |
$78.2 - $90.4
|
71
$6.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.12% |
$78.2 - $90.4
|
865
$81.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.4% |
$78.2 - $90.4
|
253
$23.9K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.93% |
$78.2 - $90.4
|
109
$10.3K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.35% |
$78.2 - $90.4
|
284
$26.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$78.2 - $90.4
|
3.38K
$319K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.02% |
$78.2 - $90.4
|
6.09K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$78.2 - $90.4
|
10.6K
$998K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$156 - $181
|
2.73K
$257K
|