Purchases and Sales Made in Q2 2023 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.03K+ 11.08% |
$161K - $185K
|
20.3K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.03K+ 7.33% |
$161K - $185K
|
29.7K
$2.68M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.03K+ 17.7% |
$161K - $185K
|
13.5K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.02K+ 18.69% |
$160K - $184K
|
12.8K
$1.16M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 18.69% |
$160K - $184K
|
12.8K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
2.01K+ 0.91% |
$159K - $183K
|
222K
$20.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2K+ 98.81% |
$159K - $183K
|
4.02K
$363K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.99K+ 10.9% |
$158K - $182K
|
20.2K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.97K+ 2.94% |
$157K - $180K
|
69.2K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.94K+ 11.4% |
$154K - $178K
|
19K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.94K+ 6.11% |
$154K - $177K
|
33.7K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.94K+ 4.11% |
$154K - $177K
|
49.1K
$4.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.9K+ 11.52% |
$151K - $173K
|
18.4K
$1.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.88K+ 2.47% |
$149K - $172K
|
78K
$7.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.87K+ 7.9% |
$149K - $171K
|
25.5K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.85K+ 11.96% |
$147K - $169K
|
17.3K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 21.38% |
$147K - $169K
|
10.5K
$946K
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.84K+ 1.64% |
$146K - $168K
|
114K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.83K+ 26.8% |
$145K - $167K
|
8.65K
$781K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.83K+ 28.05% |
$145K - $167K
|
8.33K
$753K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.82K+ 40.66% |
$145K - $167K
|
6.31K
$570K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.81K+ 7.33% |
$144K - $165K
|
26.5K
$2.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.81K+ 7.79% |
$144K - $165K
|
25K
$2.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.8K+ 65.65% |
$143K - $165K
|
4.55K
$411K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.8K+ 67.18% |
$143K - $164K
|
4.48K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.8K+ 1.71% |
$143K - $164K
|
107K
$9.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.77K+ 2.66% |
$141K - $162K
|
68.4K
$6.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.75K+ 62.09% |
$139K - $160K
|
4.57K
$412K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.75K+ 317.27% |
$139K - $159K
|
2.3K
$207K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 8.84% |
$138K - $159K
|
21.4K
$1.93M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.72K+ 5.15% |
$137K - $158K
|
35.2K
$3.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.71K+ 1.7% |
$136K - $156K
|
103K
$9.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
1.7K+ 18.84% |
$135K - $156K
|
10.7K
$971K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.7K+ 25.08% |
$135K - $156K
|
8.49K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 5.1% |
$133K - $153K
|
34.6K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.67K+ 24.04% |
$133K - $153K
|
8.63K
$780K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 2.5% |
$133K - $152K
|
68.4K
$6.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.66K+ 7.22% |
$132K - $152K
|
24.7K
$2.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.66K+ 0.6% |
$132K - $152K
|
279K
$25.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.66K+ 14.74% |
$132K - $151K
|
12.9K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.64K+ 12.98% |
$130K - $150K
|
14.3K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.63K+ 8.53% |
$130K - $149K
|
20.7K
$1.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.61K+ 3.22% |
$128K - $147K
|
51.6K
$4.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.61K+ 4.64% |
$128K - $147K
|
36.3K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.6K+ 16.49% |
$127K - $147K
|
11.3K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.6K+ 7.41% |
$127K - $146K
|
23.2K
$2.09M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.57K+ 1.12% |
$125K - $144K
|
141K
$12.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.55K+ 4.19% |
$123K - $141K
|
38.5K
$3.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.55K+ 9.06% |
$123K - $141K
|
18.6K
$1.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1.55KNew |
$123K - $141K
|
1.55K
$140K
|