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 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-58- 0.67% |
$4.54K - $5.24K
|
8.65K
$816K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-59- 1.0% |
$4.61K - $5.33K
|
5.84K
$551K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-59- 0.46% |
$4.61K - $5.33K
|
12.7K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-59- 1.19% |
$4.61K - $5.33K
|
4.9K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-59- 0.01% |
$4.61K - $5.33K
|
549K
$51.8M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-59- 0.46% |
$4.61K - $5.33K
|
12.7K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-60- 0.08% |
$4.69K - $5.42K
|
77K
$7.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 26.09% |
$4.69K - $5.42K
|
170
$16K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-61- 0.34% |
$4.77K - $5.51K
|
18.1K
$1.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-63- 1.22% |
$4.93K - $5.7K
|
5.1K
$481K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-65- 0.51% |
$5.08K - $5.88K
|
12.6K
$1.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-66- 1.54% |
$5.16K - $5.97K
|
4.23K
$399K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-66- 1.42% |
$5.16K - $5.97K
|
4.59K
$432K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-67- 0.3% |
$5.24K - $6.06K
|
22K
$2.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-67- 3.88% |
$5.24K - $6.06K
|
1.66K
$156K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-71- 29.58% |
$5.55K - $6.42K
|
169
$15.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-71- 0.93% |
$5.55K - $6.42K
|
7.54K
$711K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-72- 27.69% |
$5.63K - $6.51K
|
188
$17.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 13.01% |
$5.71K - $6.6K
|
488
$46K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-75- 10.39% |
$5.87K - $6.78K
|
647
$61K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-75- 1.12% |
$5.87K - $6.78K
|
6.64K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-77- 0.61% |
$6.02K - $6.96K
|
12.6K
$1.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-78- 0.93% |
$6.1K - $7.05K
|
8.29K
$782K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-78- 1.89% |
$6.1K - $7.05K
|
4.05K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-79- 8.95% |
$6.18K - $7.14K
|
804
$75.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-80- 1.43% |
$6.26K - $7.23K
|
5.5K
$519K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-81- 0.3% |
$6.34K - $7.32K
|
26.6K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-81- 0.67% |
$6.34K - $7.32K
|
12.1K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-83- 6.15% |
$6.49K - $7.5K
|
1.27K
$119K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-84- 2.35% |
$6.57K - $7.59K
|
3.49K
$329K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-84- 0.92% |
$6.57K - $7.59K
|
9.01K
$850K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-85- 1.03% |
$6.65K - $7.68K
|
8.2K
$773K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-90- 0.4% |
$7.04K - $8.14K
|
22.3K
$2.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-90- 1.43% |
$7.04K - $8.14K
|
6.19K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-90- 0.44% |
$7.04K - $8.14K
|
20.4K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-90- 5.52% |
$7.04K - $8.14K
|
1.54K
$145K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-93- 0.03% |
$7.27K - $8.41K
|
272K
$25.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-95- 0.54% |
$7.43K - $8.59K
|
17.6K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-96- 0.52% |
$7.51K - $8.68K
|
18.3K
$1.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-98- 0.88% |
$7.67K - $8.86K
|
11.1K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.05% |
$7.82K - $9.04K
|
210K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 0.89% |
$7.82K - $9.04K
|
11.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 0.43% |
$7.82K - $9.04K
|
23.1K
$2.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 3.38% |
$7.82K - $9.04K
|
2.86K
$270K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-101- 3.34% |
$7.9K - $9.13K
|
2.92K
$276K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-104- 0.18% |
$8.13K - $9.4K
|
58.8K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-105- 3.16% |
$8.21K - $9.49K
|
3.21K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-105- 0.12% |
$8.21K - $9.49K
|
88.3K
$8.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-106- 3.5% |
$8.29K - $9.58K
|
2.93K
$276K
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-110- 0.12% |
$8.6K - $9.94K
|
95.5K
$9.01M
|