Purchases and Sales Made in Q1 2024 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q1 2024. 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 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
143+ 510.71% |
$11.8K - $12.6K
|
171
$15.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
141+ 4.47% |
$11.7K - $12.4K
|
3.3K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
141+ 3.24% |
$11.7K - $12.4K
|
4.49K
$404K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
140+ 1.2% |
$11.6K - $12.3K
|
11.8K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
140+ 1.63% |
$11.6K - $12.3K
|
8.72K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
140+ 0.85% |
$11.6K - $12.3K
|
16.6K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
139+ 5.0% |
$11.5K - $12.2K
|
2.92K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
137+ 0.05% |
$11.3K - $12.1K
|
275K
$24.7M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
137+ 3.44% |
$11.3K - $12.1K
|
4.12K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
137+ 1.88% |
$11.3K - $12.1K
|
7.43K
$668K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
134+ 0.63% |
$11.1K - $11.8K
|
21.4K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
133+ 1.43% |
$11K - $11.7K
|
9.43K
$848K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
130New |
$10.8K - $11.5K
|
130
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
128+ 6.31% |
$10.6K - $11.3K
|
2.16K
$194K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
125+ 0.28% |
$10.4K - $11K
|
44K
$3.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
125+ 2.22% |
$10.4K - $11K
|
5.75K
$517K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
125+ 8.04% |
$10.4K - $11K
|
1.68K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
125+ 2.76% |
$10.4K - $11K
|
4.65K
$418K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
125+ 2.52% |
$10.4K - $11K
|
5.08K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
120+ 1.17% |
$9.94K - $10.6K
|
10.4K
$934K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
119+ 1322.22% |
$9.86K - $10.5K
|
128
$11.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
118+ 1.2% |
$9.78K - $10.4K
|
9.91K
$892K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
117+ 1.13% |
$9.69K - $10.3K
|
10.5K
$941K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
115+ 0.64% |
$9.53K - $10.1K
|
18.1K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
115+ 74.19% |
$9.53K - $10.1K
|
270
$24.3K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
113+ 0.17% |
$9.36K - $9.95K
|
67.7K
$6.09M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
106+ 1.15% |
$8.78K - $9.34K
|
9.32K
$838K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
104+ 0.58% |
$8.62K - $9.16K
|
18K
$1.62M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
101+ 0.72% |
$8.37K - $8.9K
|
14.1K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
101+ 1.63% |
$8.37K - $8.9K
|
6.29K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
101+ 18.2% |
$8.37K - $8.9K
|
656
$59K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100+ 0.58% |
$8.28K - $8.81K
|
17.3K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
100+ 2.61% |
$8.28K - $8.81K
|
3.94K
$354K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
100+ 2.6% |
$8.28K - $8.81K
|
3.94K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 0.55% |
$8.28K - $8.81K
|
18.3K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$8.28K - $8.81K
|
100
$8.99K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
95+ 1.24% |
$7.87K - $8.37K
|
7.73K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
95+ 2.16% |
$7.87K - $8.37K
|
4.49K
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
93+ 0.15% |
$7.7K - $8.19K
|
64.2K
$5.78M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
90+ 0.6% |
$7.46K - $7.93K
|
15.1K
$1.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
88+ 0.65% |
$7.29K - $7.75K
|
13.6K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
88+ 3.69% |
$7.29K - $7.75K
|
2.47K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
87+ 2.93% |
$7.21K - $7.66K
|
3.06K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
85+ 2.43% |
$7.04K - $7.49K
|
3.59K
$323K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
85+ 6.47% |
$7.04K - $7.49K
|
1.4K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
84+ 1.0% |
$6.96K - $7.4K
|
8.52K
$766K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
83+ 1.57% |
$6.88K - $7.31K
|
5.37K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83+ 33.07% |
$6.88K - $7.31K
|
334
$30K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
82+ 3.36% |
$6.79K - $7.22K
|
2.52K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
80+ 2.69% |
$6.63K - $7.05K
|
3.05K
$274K
|