Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,288 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $82.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
30,460
shares
|
$2.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
30,206
shares
|
$2.45 Million
0.05% of portfolio
|
Q3 2024
Added 436.8%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,158
shares
|
$2.44 Million
0.54% of portfolio
|
Q4 2022
Added 106.45%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Nov 14, 2023 Q3 2023 |
30,000
shares
|
$2.43 Million
3.77% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
29,920
shares
|
$2.42 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
29,920
shares
|
$2.42 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
29,902
shares
|
$2.42 Million
0.45% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
29,877
shares
|
$2.42 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
29,719
shares
|
$2.41 Million
1.68% of portfolio
|
Q3 2024
Added 34.36%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
29,701
shares
|
$2.41 Million
0.1% of portfolio
|
Q2 2021
Added 2.07%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 12, 2024 Q3 2024 |
29,565
shares
|
$2.4 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
29,503
shares
|
$2.39 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
29,470
shares
|
$2.39 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
29,467
shares
|
$2.39 Million
0.77% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
29,425
shares
|
$2.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
29,369
shares
|
$2.38 Million
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
29,350
shares
|
$2.38 Million
2.21% of portfolio
|
Q3 2024
Reduced 50.71%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
29,330
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
29,270
shares
|
$2.37 Million
1.0% of portfolio
|
Q3 2024
Reduced 47.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
29,247
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,198
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
29,133
shares
|
$2.36 Million
0.56% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
28,920
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
28,897
shares
|
$2.34 Million
0.97% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,843
shares
|
$2.34 Million
0.08% of portfolio
|
Q3 2024
Added 0.43%
|