Purchases and Sales Made in Q1 2025 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q1 2025. 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 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
141+ 25.54% |
$11.3K - $13.3K
|
693
$61K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
139+ 9.35% |
$11.1K - $13.1K
|
1.63K
$143K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
138+ 2.78% |
$11K - $13K
|
5.1K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
138+ 3.96% |
$11K - $13K
|
3.63K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
136+ 0.18% |
$10.9K - $12.9K
|
75.2K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
136+ 3.08% |
$10.9K - $12.9K
|
4.56K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
136+ 14.26% |
$10.9K - $12.9K
|
1.09K
$95.9K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
135+ 27.0% |
$10.8K - $12.8K
|
635
$55.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
130+ 0.22% |
$10.4K - $12.3K
|
59.4K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
130+ 2.09% |
$10.4K - $12.3K
|
6.36K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
127+ 4.26% |
$10.1K - $12K
|
3.11K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
126+ 1.34% |
$10.1K - $11.9K
|
9.53K
$838K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
124+ 17.15% |
$9.9K - $11.7K
|
847
$74.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
122+ 0.59% |
$9.74K - $11.5K
|
20.7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
122+ 3.67% |
$9.74K - $11.5K
|
3.45K
$303K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
116+ 0.6% |
$9.26K - $11K
|
19.4K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
115+ 2.81% |
$9.18K - $10.9K
|
4.21K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
115+ 1.43% |
$9.18K - $10.9K
|
8.15K
$717K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
115+ 69.28% |
$9.18K - $10.9K
|
281
$24.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
113+ 2.61% |
$9.02K - $10.7K
|
4.44K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
113+ 0.53% |
$9.02K - $10.7K
|
21.6K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
112+ 78.32% |
$8.94K - $10.6K
|
255
$22.4K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
112+ 0.1% |
$8.94K - $10.6K
|
107K
$9.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
111New |
$8.86K - $10.5K
|
111
$9.76K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
110+ 2.01% |
$8.78K - $10.4K
|
5.57K
$490K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
108New |
$8.62K - $10.2K
|
108
$9.5K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
108+ 1.95% |
$8.62K - $10.2K
|
5.63K
$496K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
105+ 0.49% |
$8.38K - $9.92K
|
21.7K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
105New |
$8.38K - $9.92K
|
105
$9.24K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
101+ 0.1% |
$8.06K - $9.54K
|
106K
$9.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
100+ 11.04% |
$7.98K - $9.45K
|
1.01K
$88.5K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
100+ 0.53% |
$7.98K - $9.45K
|
19K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 2.16% |
$7.98K - $9.45K
|
4.73K
$416K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
96+ 3.49% |
$7.66K - $9.07K
|
2.85K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
95+ 0.88% |
$7.58K - $8.98K
|
10.9K
$962K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
93+ 85.32% |
$7.43K - $8.79K
|
202
$17.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
92+ 0.71% |
$7.35K - $8.69K
|
13.1K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
90+ 2.21% |
$7.19K - $8.51K
|
4.15K
$365K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
86+ 2.02% |
$6.87K - $8.13K
|
4.35K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
84+ 0.56% |
$6.71K - $7.94K
|
15K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
83+ 0.35% |
$6.63K - $7.84K
|
23.9K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
83+ 2.01% |
$6.63K - $7.84K
|
4.22K
$371K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
83+ 1.36% |
$6.63K - $7.84K
|
6.17K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81+ 8.4% |
$6.47K - $7.65K
|
1.05K
$91.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
80+ 0.09% |
$6.39K - $7.56K
|
87.5K
$7.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
79+ 1.48% |
$6.31K - $7.47K
|
5.41K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
77+ 0.82% |
$6.15K - $7.28K
|
9.52K
$837K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
77New |
$6.15K - $7.28K
|
77
$6.77K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
77+ 1.09% |
$6.15K - $7.28K
|
7.14K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75+ 2.69% |
$5.99K - $7.09K
|
2.86K
$251K
|