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 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
179+ 1.49% |
$13.7K - $15.7K
|
12.2K
$1.05M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
177+ 5.62% |
$13.6K - $15.5K
|
3.33K
$287K
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
175+ 1.35% |
$13.4K - $15.3K
|
13.2K
$1.13M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
174+ 1.82% |
$13.3K - $15.2K
|
9.75K
$841K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
170New |
$13K - $14.9K
|
170
$14.7K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
167+ 2.22% |
$12.8K - $14.6K
|
7.71K
$664K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
166+ 0.88% |
$12.7K - $14.5K
|
18.9K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
165+ 6.16% |
$12.7K - $14.5K
|
2.84K
$245K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
164+ 0.75% |
$12.6K - $14.4K
|
21.9K
$1.89M
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
164+ 5.26% |
$12.6K - $14.4K
|
3.28K
$283K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
164+ 120.59% |
$12.6K - $14.4K
|
300
$25.9K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 1.09% |
$12K - $13.8K
|
14.5K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
156+ 1.73% |
$12K - $13.7K
|
9.16K
$790K
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
153+ 15.04% |
$11.7K - $13.4K
|
1.17K
$101K
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
150+ 60.0% |
$11.5K - $13.1K
|
400
$34.5K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
149+ 0.26% |
$11.4K - $13K
|
58.3K
$5.02M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
148+ 0.66% |
$11.4K - $13K
|
22.6K
$1.95M
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
146+ 4.52% |
$11.2K - $12.8K
|
3.38K
$291K
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
143+ 1.15% |
$11K - $12.5K
|
12.5K
$1.08M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
142+ 5.43% |
$10.9K - $12.4K
|
2.76K
$238K
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
139+ 4.01% |
$10.7K - $12.2K
|
3.61K
$311K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
139+ 3.38% |
$10.7K - $12.2K
|
4.25K
$366K
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
138+ 1.63% |
$10.6K - $12.1K
|
8.62K
$743K
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
136+ 5.27% |
$10.4K - $11.9K
|
2.72K
$234K
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
BUY
|
- |
135+ 5.71% |
$10.4K - $11.8K
|
2.5K
$216K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
133+ 39.0% |
$10.2K - $11.6K
|
474
$40.9K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
129+ 8.02% |
$9.9K - $11.3K
|
1.74K
$150K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
129+ 2.53% |
$9.9K - $11.3K
|
5.23K
$451K
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
125+ 1.48% |
$9.59K - $10.9K
|
8.56K
$738K
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
123+ 4.2% |
$9.44K - $10.8K
|
3.05K
$263K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
121New |
$9.28K - $10.6K
|
121
$10.4K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
114+ 0.83% |
$8.75K - $9.98K
|
13.9K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
105+ 0.18% |
$8.06K - $9.2K
|
57.8K
$4.98M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
104+ 0.12% |
$7.98K - $9.11K
|
87.9K
$7.58M
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
104+ 6.6% |
$7.98K - $9.11K
|
1.68K
$145K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
103New |
$7.9K - $9.02K
|
103
$8.88K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
103+ 105.1% |
$7.9K - $9.02K
|
201
$17.3K
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
101+ 2.42% |
$7.75K - $8.85K
|
4.27K
$368K
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
100+ 2.91% |
$7.67K - $8.76K
|
3.54K
$305K
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100+ 3.81% |
$7.67K - $8.76K
|
2.73K
$235K
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 0.73% |
$7.67K - $8.76K
|
13.8K
$1.19M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
95+ 1.5% |
$7.29K - $8.32K
|
6.41K
$553K
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
92+ 0.7% |
$7.06K - $8.06K
|
13.3K
$1.15M
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
92+ 0.58% |
$7.06K - $8.06K
|
16K
$1.38M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
92+ 5.21% |
$7.06K - $8.06K
|
1.86K
$160K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
91New |
$6.98K - $7.97K
|
91
$7.85K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 1.57% |
$6.9K - $7.88K
|
5.82K
$502K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
90+ 2.15% |
$6.9K - $7.88K
|
4.27K
$368K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
88+ 0.84% |
$6.75K - $7.71K
|
10.5K
$908K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
86+ 2.52% |
$6.6K - $7.53K
|
3.5K
$302K
|