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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
300+ 5.43% |
$23K - $26.3K
|
5.82K
$502K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
300+ 99.67% |
$23K - $26.3K
|
601
$51.8K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
300New |
$23K - $26.3K
|
300
$25.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
295+ 278.3% |
$22.6K - $25.8K
|
401
$34.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
293+ 1.38% |
$22.5K - $25.7K
|
21.6K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
287+ 8.42% |
$22K - $25.1K
|
3.7K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
287+ 1.32% |
$22K - $25.1K
|
22K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
284+ 7.62% |
$21.8K - $24.9K
|
4.01K
$346K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
279+ 12.21% |
$21.4K - $24.4K
|
2.56K
$221K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
275+ 2.1% |
$21.1K - $24.1K
|
13.4K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
270+ 1.06% |
$20.7K - $23.6K
|
25.7K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
270+ 1.2% |
$20.7K - $23.6K
|
22.7K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
265+ 8.87% |
$20.3K - $23.2K
|
3.25K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
263+ 7.96% |
$20.2K - $23K
|
3.57K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
255+ 1.1% |
$19.6K - $22.3K
|
23.5K
$2.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
254+ 1.57% |
$19.5K - $22.2K
|
16.4K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
253+ 9.58% |
$19.4K - $22.2K
|
2.89K
$249K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
251+ 6.8% |
$19.3K - $22K
|
3.94K
$340K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
250+ 1.34% |
$19.2K - $21.9K
|
18.9K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
250+ 250.0% |
$19.2K - $21.9K
|
350
$30.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
249+ 3.76% |
$19.1K - $21.8K
|
6.87K
$592K
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
246+ 0.69% |
$18.9K - $21.5K
|
36K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
244+ 2.66% |
$18.7K - $21.4K
|
9.42K
$812K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
243+ 0.37% |
$18.6K - $21.3K
|
65.8K
$5.67M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
238+ 1.59% |
$18.3K - $20.8K
|
15.2K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
236+ 1.56% |
$18.1K - $20.7K
|
15.3K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
232+ 2.91% |
$17.8K - $20.3K
|
8.2K
$707K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
231New |
$17.7K - $20.2K
|
231
$19.9K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
231+ 8.44% |
$17.7K - $20.2K
|
2.97K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
226+ 30.01% |
$17.3K - $19.8K
|
979
$84.4K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
223+ 7.47% |
$17.1K - $19.5K
|
3.21K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
220New |
$16.9K - $19.3K
|
220
$19K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
219+ 1.3% |
$16.8K - $19.2K
|
17.1K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
218+ 1.01% |
$16.7K - $19.1K
|
21.8K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
211+ 2.24% |
$16.2K - $18.5K
|
9.63K
$830K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
208+ 3.79% |
$16K - $18.2K
|
5.69K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
208+ 2.77% |
$16K - $18.2K
|
7.72K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
205+ 0.57% |
$15.7K - $18K
|
36.4K
$3.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
204+ 5.35% |
$15.7K - $17.9K
|
4.02K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
200+ 0.88% |
$15.3K - $17.5K
|
23K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
197+ 0.25% |
$15.1K - $17.3K
|
80.1K
$6.91M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
195+ 100.52% |
$15K - $17.1K
|
389
$33.5K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
194+ 4.0% |
$14.9K - $17K
|
5.04K
$435K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
194+ 21.77% |
$14.9K - $17K
|
1.09K
$93.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
190+ 1.99% |
$14.6K - $16.6K
|
9.75K
$840K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
190+ 0.89% |
$14.6K - $16.6K
|
21.5K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
190+ 0.66% |
$14.6K - $16.6K
|
28.9K
$2.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
186+ 1.48% |
$14.3K - $16.3K
|
12.7K
$1.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
181+ 0.21% |
$13.9K - $15.9K
|
85.4K
$7.36M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
180+ 3.58% |
$13.8K - $15.8K
|
5.21K
$449K
|