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
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-110- 21.61% |
$8.6K - $9.94K
|
399
$37.6K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-110- 5.99% |
$8.6K - $9.94K
|
1.73K
$163K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-113- 4.49% |
$8.84K - $10.2K
|
2.4K
$227K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-118- 1.78% |
$9.23K - $10.7K
|
6.51K
$614K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-119- 3.31% |
$9.31K - $10.8K
|
3.48K
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-122- 3.27% |
$9.54K - $11K
|
3.61K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-122- 1.07% |
$9.54K - $11K
|
11.3K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 6.36% |
$9.62K - $11.1K
|
1.81K
$171K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-123- 0.34% |
$9.62K - $11.1K
|
35.6K
$3.36M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-125- 0.41% |
$9.78K - $11.3K
|
30.4K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-125- 1.46% |
$9.78K - $11.3K
|
8.43K
$795K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-125- 0.08% |
$9.78K - $11.3K
|
147K
$13.9M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-125- 1.43% |
$9.78K - $11.3K
|
8.64K
$815K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-126- 1.3% |
$9.86K - $11.4K
|
9.56K
$901K
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-127- 1.37% |
$9.93K - $11.5K
|
9.15K
$863K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-128- 4.31% |
$10K - $11.6K
|
2.84K
$268K
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-130- 0.88% |
$10.2K - $11.8K
|
14.6K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-132- 10.89% |
$10.3K - $11.9K
|
1.08K
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-132- 0.86% |
$10.3K - $11.9K
|
15.2K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-141- 0.35% |
$11K - $12.7K
|
40K
$3.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-145- 48.49% |
$11.3K - $13.1K
|
154
$14.5K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-145- 7.7% |
$11.3K - $13.1K
|
1.74K
$164K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-146- 4.08% |
$11.4K - $13.2K
|
3.44K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-146- 2.32% |
$11.4K - $13.2K
|
6.15K
$580K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 1.8% |
$11.7K - $13.6K
|
8.18K
$772K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-150- 3.76% |
$11.7K - $13.6K
|
3.84K
$362K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-150- 5.5% |
$11.7K - $13.6K
|
2.58K
$243K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 2.87% |
$12K - $13.8K
|
5.19K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-153- 15.9% |
$12K - $13.8K
|
809
$76.3K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-157- 4.7% |
$12.3K - $14.2K
|
3.18K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-159- 2.49% |
$12.4K - $14.4K
|
6.23K
$587K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-160- 3.29% |
$12.5K - $14.5K
|
4.71K
$444K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-160- 18.45% |
$12.5K - $14.5K
|
707
$66.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-163- 4.24% |
$12.7K - $14.7K
|
3.68K
$347K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-164- 2.48% |
$12.8K - $14.8K
|
6.44K
$607K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-164- 1.05% |
$12.8K - $14.8K
|
15.4K
$1.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-164- 13.26% |
$12.8K - $14.8K
|
1.07K
$101K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-165- 1.35% |
$12.9K - $14.9K
|
12.1K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-169- 1.21% |
$13.2K - $15.3K
|
13.8K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-170- 4.32% |
$13.3K - $15.4K
|
3.76K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-170- 7.12% |
$13.3K - $15.4K
|
2.22K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-170- 1.94% |
$13.3K - $15.4K
|
8.6K
$811K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-171- 1.63% |
$13.4K - $15.5K
|
10.3K
$971K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-178- 1.61% |
$13.9K - $16.1K
|
10.9K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-178- 2.9% |
$13.9K - $16.1K
|
5.95K
$561K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-182- 0.46% |
$14.2K - $16.5K
|
39.1K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-187- 6.59% |
$14.6K - $16.9K
|
2.65K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-192- 36.92% |
$15K - $17.4K
|
328
$30.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-194- 2.36% |
$15.2K - $17.5K
|
8.01K
$755K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-195- 1.16% |
$15.3K - $17.6K
|
16.5K
$1.56M
|