Purchases and Sales Made in Q4 2022 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
48+ 1.45% |
$3.66K - $4.21K
|
3.36K
$317K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
45New |
$3.43K - $3.95K
|
45
$4.24K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
45New |
$3.43K - $3.95K
|
45
$4.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42+ 0.99% |
$3.2K - $3.69K
|
4.27K
$402K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
39+ 18.14% |
$2.97K - $3.42K
|
254
$24K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
38+ 15.14% |
$2.89K - $3.33K
|
289
$27.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
38+ 0.76% |
$2.89K - $3.33K
|
5.04K
$475K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34+ 2.16% |
$2.59K - $2.98K
|
1.61K
$152K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
31+ 0.14% |
$2.36K - $2.72K
|
22.6K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
31+ 0.4% |
$2.36K - $2.72K
|
7.7K
$726K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
30+ 0.42% |
$2.29K - $2.63K
|
7.13K
$672K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30+ 0.8% |
$2.29K - $2.63K
|
3.8K
$359K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.9% |
$2.21K - $2.54K
|
3.25K
$306K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.33% |
$2.13K - $2.46K
|
8.62K
$813K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
27+ 3.38% |
$2.06K - $2.37K
|
825
$77.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
27+ 0.25% |
$2.06K - $2.37K
|
11K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
24New |
$1.83K - $2.11K
|
24
$2.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
23+ 4.48% |
$1.75K - $2.02K
|
536
$50.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 19.83% |
$1.75K - $2.02K
|
139
$13.1K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 0.41% |
$1.68K - $1.93K
|
5.38K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
22+ 0.69% |
$1.68K - $1.93K
|
3.22K
$304K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
21New |
$1.6K - $1.84K
|
21
$1.98K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
21+ 0.71% |
$1.6K - $1.84K
|
2.98K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.23% |
$1.52K - $1.75K
|
8.69K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20+ 0.19% |
$1.52K - $1.75K
|
10.4K
$984K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13+ 0.81% |
$990 - $1.14K
|
1.62K
$153K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 0.82% |
$914 - $1.05K
|
1.48K
$140K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
11+ 0.26% |
$838 - $965
|
4.25K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10+ 0.13% |
$762 - $877
|
7.62K
$719K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$762 - $877
|
10
$943
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
9+ 0.01% |
$686 - $790
|
86K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
9New |
$686 - $790
|
9
$849
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.35% |
$686 - $790
|
2.6K
$245K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.32% |
$609 - $702
|
2.49K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 28.57% |
$457 - $526
|
27
$2.55K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.77% |
$381 - $439
|
657
$62K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5New |
$381 - $439
|
5
$472
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.3% |
$152 - $175
|
667
$62.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$76.2 - $87.7
|
461
$43.5K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 4.76% |
$76.2 - $87.7
|
22
$2.07K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.04% |
$76.2 - $87.7
|
2.65K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1New |
$76.2 - $87.7
|
1
$94.3
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.95% |
$76.2 - $87.7
|
106
$10K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.48% |
$76.2 - $87.7
|
206
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2- 0.05% |
$152 - $175
|
3.71K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2- 0.67% |
$152 - $175
|
295
$27.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-2- 0.04% |
$152 - $175
|
4.86K
$458K
|