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 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
86+ 2.02% |
$6.87K - $8.13K
|
4.35K
$409K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
85+ 212.5% |
$6.79K - $8.03K
|
125
$11.8K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
84+ 0.56% |
$6.71K - $7.94K
|
15K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
83+ 0.35% |
$6.63K - $7.84K
|
23.9K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
83+ 2.01% |
$6.63K - $7.84K
|
4.22K
$396K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
83+ 1.36% |
$6.63K - $7.84K
|
6.17K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81+ 8.4% |
$6.47K - $7.65K
|
1.05K
$98.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
80+ 0.09% |
$6.39K - $7.56K
|
87.5K
$8.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
79+ 1.48% |
$6.31K - $7.47K
|
5.41K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
77+ 0.82% |
$6.15K - $7.28K
|
9.52K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
77New |
$6.15K - $7.28K
|
77
$7.24K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
77+ 1.09% |
$6.15K - $7.28K
|
7.14K
$672K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75+ 2.69% |
$5.99K - $7.09K
|
2.86K
$269K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
73+ 3.48% |
$5.83K - $6.9K
|
2.17K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
72+ 1.29% |
$5.75K - $6.8K
|
5.66K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
72+ 1.35% |
$5.75K - $6.8K
|
5.4K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
71New |
$5.67K - $6.71K
|
71
$6.68K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
71+ 17.32% |
$5.67K - $6.71K
|
481
$45.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
70+ 1.73% |
$5.59K - $6.62K
|
4.12K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
68+ 24.11% |
$5.43K - $6.43K
|
350
$32.9K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
66+ 0.8% |
$5.27K - $6.24K
|
8.28K
$779K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 1.23% |
$5.19K - $6.14K
|
5.34K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
64+ 0.55% |
$5.11K - $6.05K
|
11.6K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
62+ 0.32% |
$4.95K - $5.86K
|
19.5K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
62+ 2.05% |
$4.95K - $5.86K
|
3.09K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
61+ 0.51% |
$4.87K - $5.76K
|
12.1K
$1.14M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
61+ 1.03% |
$4.87K - $5.76K
|
5.96K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
60New |
$4.79K - $5.67K
|
60
$5.64K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
60+ 2.13% |
$4.79K - $5.67K
|
2.87K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
60New |
$4.79K - $5.67K
|
60
$5.64K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
54+ 1.61% |
$4.31K - $5.1K
|
3.41K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53+ 2.11% |
$4.23K - $5.01K
|
2.57K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
53+ 1.55% |
$4.23K - $5.01K
|
3.47K
$327K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
53+ 0.62% |
$4.23K - $5.01K
|
8.57K
$805K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
52+ 7.22% |
$4.15K - $4.91K
|
772
$72.6K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
52+ 1.36% |
$4.15K - $4.91K
|
3.88K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
51+ 2.04% |
$4.07K - $4.82K
|
2.56K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
51+ 20.65% |
$4.07K - $4.82K
|
298
$28K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
50New |
$3.99K - $4.73K
|
50
$4.7K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
50+ 0.2% |
$3.99K - $4.73K
|
24.8K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 1.72% |
$3.99K - $4.73K
|
2.96K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
49+ 0.38% |
$3.91K - $4.63K
|
13K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.84% |
$3.91K - $4.63K
|
5.88K
$553K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48+ 4.23% |
$3.83K - $4.54K
|
1.18K
$111K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
47+ 0.58% |
$3.75K - $4.44K
|
8.2K
$771K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
47+ 0.27% |
$3.75K - $4.44K
|
17.6K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
47+ 72.31% |
$3.75K - $4.44K
|
112
$10.5K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
46+ 0.67% |
$3.67K - $4.35K
|
6.91K
$650K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
45+ 0.78% |
$3.59K - $4.25K
|
5.79K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
45+ 2.01% |
$3.59K - $4.25K
|
2.28K
$214K
|