Purchases and Sales Made in Q1 2023 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.07K+ 106.61% |
$312K - $356K
|
7.88K
$679K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.05K+ 79.49% |
$311K - $355K
|
9.15K
$789K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.03K+ 2.94% |
$309K - $353K
|
141K
$12.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4KNew |
$306K - $350K
|
4K
$344K
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
3.9K+ 9.16% |
$299K - $342K
|
46.5K
$4.01M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.88KNew |
$298K - $340K
|
3.88K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.88K+ 18.19% |
$297K - $339K
|
25.2K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.78K+ 6.42% |
$290K - $331K
|
62.6K
$5.4M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.75K+ 46.54% |
$287K - $328K
|
11.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.75KNew |
$287K - $328K
|
3.75K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.72K+ 10.33% |
$286K - $326K
|
39.7K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
3.72KNew |
$285K - $326K
|
3.72K
$321K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.69K+ 29.85% |
$283K - $323K
|
16.1K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.69K+ 6.25% |
$283K - $323K
|
62.7K
$5.41M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.69KNew |
$283K - $323K
|
3.69K
$318K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.69K+ 67.01% |
$283K - $323K
|
9.19K
$792K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.68K+ 4.74% |
$282K - $322K
|
81.4K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
3.67K+ 5.37% |
$281K - $321K
|
71.9K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 57.89% |
$279K - $318K
|
9.91K
$854K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.63KNew |
$278K - $318K
|
3.63K
$313K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.61K+ 17.74% |
$277K - $316K
|
23.9K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3.5K+ 69.47% |
$269K - $307K
|
8.54K
$736K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.5KNew |
$268K - $306K
|
3.5K
$301K
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.49K+ 11.18% |
$268K - $306K
|
34.7K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.46K+ 20.0% |
$265K - $303K
|
20.8K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 28.49% |
$265K - $303K
|
15.6K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.43K+ 5.05% |
$263K - $300K
|
71.2K
$6.14M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
3.39K+ 35.47% |
$260K - $297K
|
13K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.37KNew |
$259K - $295K
|
3.37K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
3.35K+ 11.49% |
$257K - $293K
|
32.5K
$2.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.35K+ 8.7% |
$257K - $293K
|
41.8K
$3.61M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.35KNew |
$257K - $293K
|
3.35K
$289K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.35K+ 5.93% |
$257K - $293K
|
59.7K
$5.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
3.34K+ 15.27% |
$256K - $293K
|
25.2K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.33KNew |
$255K - $291K
|
3.33K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.32K+ 107.16% |
$255K - $291K
|
6.42K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.32KNew |
$255K - $291K
|
3.32K
$286K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.29K+ 1.45% |
$253K - $288K
|
230K
$19.9M
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
3.27K+ 488.36% |
$251K - $287K
|
3.94K
$340K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.25KNew |
$249K - $285K
|
3.25K
$280K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.22KNew |
$247K - $282K
|
3.22K
$278K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
3.22K+ 13.98% |
$247K - $282K
|
26.2K
$2.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.21KNew |
$247K - $281K
|
3.21K
$277K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.21K+ 12.88% |
$246K - $281K
|
28.1K
$2.42M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
3.21K+ 24.16% |
$246K - $281K
|
16.5K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.2K+ 12.73% |
$246K - $281K
|
28.4K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.2K+ 5.0% |
$246K - $281K
|
67.2K
$5.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.2K+ 4.85% |
$246K - $280K
|
69.2K
$5.96M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.19K+ 29.4% |
$244K - $279K
|
14K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.18K+ 13.3% |
$244K - $279K
|
27.1K
$2.34M
|