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 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
455+ 7.28% |
$34.9K - $39.8K
|
6.71K
$578K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
444+ 1.52% |
$34.1K - $38.9K
|
29.6K
$2.55M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
442+ 0.23% |
$33.9K - $38.7K
|
191K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
429+ 8.61% |
$32.9K - $37.6K
|
5.41K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
428+ 6.74% |
$32.8K - $37.5K
|
6.78K
$584K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
425+ 6.39% |
$32.6K - $37.2K
|
7.08K
$610K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
423+ 13.83% |
$32.5K - $37K
|
3.48K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
414+ 25.59% |
$31.8K - $36.3K
|
2.03K
$175K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
412+ 3.08% |
$31.6K - $36.1K
|
13.8K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
411+ 0.96% |
$31.5K - $36K
|
43.4K
$3.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
406+ 3.19% |
$31.1K - $35.6K
|
13.1K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
402+ 5.17% |
$30.8K - $35.2K
|
8.18K
$706K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
400+ 4.6% |
$30.7K - $35K
|
9.1K
$785K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
400+ 6.44% |
$30.7K - $35K
|
6.61K
$570K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 9.56% |
$30.7K - $35K
|
4.59K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$30.7K - $35K
|
400
$34.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
398+ 12.35% |
$30.5K - $34.9K
|
3.62K
$312K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
397+ 1.89% |
$30.5K - $34.8K
|
21.4K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
390+ 3.33% |
$29.9K - $34.2K
|
12.1K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
384New |
$29.5K - $33.6K
|
384
$33.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
383+ 0.3% |
$29.4K - $33.5K
|
129K
$11.1M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
381New |
$29.2K - $33.4K
|
381
$32.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
379+ 11.99% |
$29.1K - $33.2K
|
3.54K
$305K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
377+ 0.42% |
$28.9K - $33K
|
89.9K
$7.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
376+ 1.04% |
$28.8K - $32.9K
|
36.6K
$3.16M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
376+ 8.18% |
$28.8K - $32.9K
|
4.97K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
375+ 0.15% |
$28.8K - $32.8K
|
256K
$22M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
374+ 6.0% |
$28.7K - $32.8K
|
6.61K
$570K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
354+ 2.21% |
$27.2K - $31K
|
16.4K
$1.41M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
352New |
$27K - $30.8K
|
352
$30.3K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
350+ 6.29% |
$26.9K - $30.7K
|
5.91K
$510K
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
349+ 11.83% |
$26.8K - $30.6K
|
3.3K
$284K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
348+ 28.62% |
$26.7K - $30.5K
|
1.56K
$135K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
344+ 55.39% |
$26.4K - $30.1K
|
965
$83.2K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
337+ 2.43% |
$25.9K - $29.5K
|
14.2K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
336+ 2.68% |
$25.8K - $29.4K
|
12.9K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
336+ 0.42% |
$25.8K - $29.4K
|
80.6K
$6.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
335+ 2.21% |
$25.7K - $29.3K
|
15.5K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
332+ 4.36% |
$25.5K - $29.1K
|
7.94K
$685K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
331+ 1379.17% |
$25.4K - $29K
|
355
$30.6K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
328New |
$25.2K - $28.7K
|
328
$28.3K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
324+ 2.55% |
$24.9K - $28.4K
|
13K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
324+ 1.46% |
$24.9K - $28.4K
|
22.5K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
323+ 42.44% |
$24.8K - $28.3K
|
1.08K
$93.5K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
320+ 1.11% |
$24.6K - $28K
|
29.2K
$2.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
313+ 59.96% |
$24K - $27.4K
|
835
$72K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
312+ 4.69% |
$23.9K - $27.3K
|
6.97K
$601K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
310+ 3.65% |
$23.8K - $27.1K
|
8.8K
$759K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
305+ 4.26% |
$23.4K - $26.7K
|
7.47K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
302+ 0.97% |
$23.2K - $26.4K
|
31.5K
$2.72M
|