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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 1.45% |
$249 - $264
|
210
$18.5K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$249 - $264
|
3
$264
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 11.54% |
$249 - $264
|
29
$2.55K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.15% |
$166 - $176
|
1.3K
$114K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.31% |
$166 - $176
|
657
$57.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.91% |
$82.8 - $88.1
|
111
$9.76K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
1+ 0.03% |
$82.8 - $88.1
|
3.19K
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.41% |
$82.8 - $88.1
|
72
$6.33K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 0.8% |
$82.8 - $88.1
|
126
$11.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$82.8 - $88.1
|
4.4K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1+ 0.02% |
$82.8 - $88.1
|
4.26K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.68% |
$82.8 - $88.1
|
147
$12.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.02% |
$82.8 - $88.1
|
4.35K
$383K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.85% |
$82.8 - $88.1
|
117
$10.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2- 0.01% |
$166 - $176
|
34.5K
$3.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2- 0.06% |
$166 - $176
|
3.43K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.34% |
$249 - $264
|
875
$76.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-4- 0.03% |
$331 - $352
|
13.6K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5- 0.04% |
$414 - $440
|
12.3K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 0.1% |
$414 - $440
|
5.16K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 1.23% |
$497 - $529
|
480
$42.2K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-6- 0.24% |
$497 - $529
|
2.5K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7- 0.11% |
$580 - $617
|
6.6K
$580K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-7- 0.17% |
$580 - $617
|
4K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.27% |
$663 - $705
|
2.91K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 1.08% |
$663 - $705
|
736
$64.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-9- 1.16% |
$746 - $793
|
766
$67.4K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-9- 0.24% |
$746 - $793
|
3.67K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 0.41% |
$828 - $881
|
2.42K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-12- 0.44% |
$994 - $1.06K
|
2.73K
$240K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-14- 2.18% |
$1.16K - $1.23K
|
628
$55.2K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-14- 0.14% |
$1.16K - $1.23K
|
9.71K
$854K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-15- 1.78% |
$1.24K - $1.32K
|
827
$72.7K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-15- 0.29% |
$1.24K - $1.32K
|
5.19K
$456K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-15- 0.35% |
$1.24K - $1.32K
|
4.21K
$371K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-17- 0.09% |
$1.41K - $1.5K
|
18.6K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-19- 0.7% |
$1.57K - $1.67K
|
2.71K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-19- 0.35% |
$1.57K - $1.67K
|
5.46K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-19- 0.61% |
$1.57K - $1.67K
|
3.11K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 7.07% |
$1.66K - $1.76K
|
263
$23.1K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.42% |
$1.66K - $1.76K
|
4.69K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20- 0.74% |
$1.66K - $1.76K
|
2.69K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.92% |
$1.91K - $2.03K
|
2.48K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-25- 0.18% |
$2.07K - $2.2K
|
13.5K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-25- 0.34% |
$2.07K - $2.2K
|
7.41K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 0.9% |
$2.07K - $2.2K
|
2.74K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26- 0.3% |
$2.15K - $2.29K
|
8.76K
$770K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-28- 4.33% |
$2.32K - $2.47K
|
619
$54.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-31- 4.18% |
$2.57K - $2.73K
|
710
$62.4K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-31- 2.59% |
$2.57K - $2.73K
|
1.16K
$102K
|