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 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
17+ 0.36% |
$1.3K - $1.49K
|
4.8K
$446K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$1.48K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16+ 0.57% |
$1.23K - $1.4K
|
2.84K
$263K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$1.48K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.43% |
$1.15K - $1.31K
|
3.52K
$327K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13+ 0.52% |
$997 - $1.14K
|
2.5K
$232K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
12+ 0.18% |
$921 - $1.05K
|
6.54K
$607K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 4.15% |
$921 - $1.05K
|
301
$27.9K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 0.81% |
$921 - $1.05K
|
1.5K
$139K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
12+ 0.0% |
$921 - $1.05K
|
349K
$32.4M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
12+ 0.28% |
$921 - $1.05K
|
4.26K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 2.09% |
$921 - $1.05K
|
586
$54.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10+ 7.19% |
$767 - $876
|
149
$13.8K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10+ 0.22% |
$767 - $876
|
4.65K
$432K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
8+ 0.12% |
$614 - $701
|
6.58K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
8+ 0.14% |
$614 - $701
|
5.66K
$526K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.91% |
$460 - $525
|
663
$61.5K
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
6+ 0.03% |
$460 - $525
|
17.8K
$1.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5+ 6.94% |
$384 - $438
|
77
$7.15K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.21% |
$384 - $438
|
2.34K
$217K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5New |
$384 - $438
|
5
$464
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 3.7% |
$384 - $438
|
140
$13K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.03% |
$307 - $350
|
12.4K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
4+ 0.1% |
$307 - $350
|
4.15K
$386K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3+ 0.1% |
$230 - $263
|
2.98K
$277K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.01% |
$230 - $263
|
23.4K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
3+ 0.13% |
$230 - $263
|
2.25K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 3.85% |
$230 - $263
|
81
$7.52K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$153 - $175
|
4.41K
$410K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.06% |
$153 - $175
|
3.15K
$292K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.04% |
$76.7 - $87.6
|
2.28K
$211K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$76.7 - $87.6
|
6.33K
$587K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.3% |
$76.7 - $87.6
|
78
$7.24K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.15% |
$76.7 - $87.6
|
654
$60.7K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.94% |
$76.7 - $87.6
|
107
$9.93K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.14% |
$76.7 - $87.6
|
693
$64.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.41% |
$76.7 - $87.6
|
240
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.03% |
$76.7 - $87.6
|
3.01K
$280K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.02% |
$153 - $175
|
10.8K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.05% |
$153 - $175
|
4.23K
$393K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$153 - $175
|
9.97K
$926K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 10.0% |
$153 - $175
|
18
$1.67K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2- 0.07% |
$153 - $175
|
2.82K
$261K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 1.55% |
$230 - $263
|
190
$17.6K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-4- 0.15% |
$307 - $350
|
2.59K
$240K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-5- 0.09% |
$384 - $438
|
5.29K
$491K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-7- 3.65% |
$537 - $613
|
185
$17.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 1.95% |
$614 - $701
|
402
$37.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 0.52% |
$614 - $701
|
1.54K
$143K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-10- 0.01% |
$767 - $876
|
72.3K
$6.71M
|