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 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
79+ 79.0% |
$6.54K - $6.96K
|
179
$15.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
79+ 1.1% |
$6.54K - $6.96K
|
7.24K
$637K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
78+ 3.92% |
$6.46K - $6.87K
|
2.07K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
78+ 14.61% |
$6.46K - $6.87K
|
612
$53.8K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
77+ 0.28% |
$6.38K - $6.78K
|
27.1K
$2.38M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
76+ 690.91% |
$6.3K - $6.69K
|
87
$7.65K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
75+ 2.32% |
$6.21K - $6.61K
|
3.31K
$291K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
73+ 456.25% |
$6.05K - $6.43K
|
89
$7.83K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
73+ 0.62% |
$6.05K - $6.43K
|
11.8K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 2.27% |
$5.88K - $6.25K
|
3.2K
$281K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
70+ 1.82% |
$5.8K - $6.17K
|
3.91K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
70+ 9.68% |
$5.8K - $6.17K
|
793
$69.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
69+ 0.16% |
$5.72K - $6.08K
|
43.3K
$3.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
68+ 0.96% |
$5.63K - $5.99K
|
7.13K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
68+ 2.7% |
$5.63K - $5.99K
|
2.59K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
63+ 2.78% |
$5.22K - $5.55K
|
2.33K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.37% |
$4.97K - $5.29K
|
4.43K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
59+ 31.55% |
$4.89K - $5.2K
|
246
$21.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
58+ 17.63% |
$4.8K - $5.11K
|
387
$34K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
58+ 1.94% |
$4.8K - $5.11K
|
3.05K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
57+ 1.5% |
$4.72K - $5.02K
|
3.85K
$338K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 0.81% |
$4.72K - $5.02K
|
7.06K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
56New |
$4.64K - $4.93K
|
56
$4.92K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56+ 0.54% |
$4.64K - $4.93K
|
10.4K
$914K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
54+ 1.23% |
$4.47K - $4.76K
|
4.44K
$390K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 0.28% |
$4.14K - $4.4K
|
17.9K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50+ 312.5% |
$4.14K - $4.4K
|
66
$5.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$4.14K - $4.4K
|
50
$4.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
50+ 0.79% |
$4.14K - $4.4K
|
6.39K
$562K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 1.72% |
$4.14K - $4.4K
|
2.96K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
50+ 0.46% |
$4.14K - $4.4K
|
11K
$971K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
47+ 0.12% |
$3.89K - $4.14K
|
37.7K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
47+ 0.48% |
$3.89K - $4.14K
|
9.84K
$865K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
47+ 53.41% |
$3.89K - $4.14K
|
135
$11.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
42+ 0.47% |
$3.48K - $3.7K
|
8.93K
$785K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
42+ 0.7% |
$3.48K - $3.7K
|
6.07K
$534K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
41+ 1.15% |
$3.4K - $3.61K
|
3.59K
$316K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
41+ 1.28% |
$3.4K - $3.61K
|
3.24K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
36+ 0.07% |
$2.98K - $3.17K
|
54.9K
$4.83M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
36+ 0.84% |
$2.98K - $3.17K
|
4.3K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
35+ 0.45% |
$2.9K - $3.08K
|
7.74K
$680K
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
BUY
|
- |
35+ 0.02% |
$2.9K - $3.08K
|
150K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
33New |
$2.73K - $2.91K
|
33
$2.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
33+ 7.93% |
$2.73K - $2.91K
|
449
$39.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32+ 0.09% |
$2.65K - $2.82K
|
34.4K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
32+ 0.67% |
$2.65K - $2.82K
|
4.78K
$421K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
32+ 0.42% |
$2.65K - $2.82K
|
7.71K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
31+ 0.13% |
$2.57K - $2.73K
|
23.5K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
31+ 0.52% |
$2.57K - $2.73K
|
6K
$528K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
30+ 0.04% |
$2.49K - $2.64K
|
81.4K
$7.16M
|