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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.1K+ 24.37% |
$87.7K - $101K
|
5.64K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.1K+ 0.78% |
$87.6K - $101K
|
142K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.1K+ 2.18% |
$87.3K - $100K
|
51.5K
$4.53M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.09K+ 1.85% |
$86.7K - $99.7K
|
59.9K
$5.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.09K+ 0.57% |
$86.2K - $99.1K
|
191K
$16.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.07K+ 6.13% |
$85.2K - $98K
|
18.5K
$1.63M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 35.86% |
$85K - $97.7K
|
4.05K
$357K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 35.86% |
$85K - $97.7K
|
4.05K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1.07K+ 37.8% |
$84.8K - $97.5K
|
3.89K
$343K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.06K+ 25.01% |
$84.4K - $97K
|
5.31K
$468K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
1.05K+ 4.18% |
$83.8K - $96.3K
|
26.3K
$2.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.05K+ 5.13% |
$83.4K - $95.9K
|
21.5K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.04K+ 13.31% |
$83K - $95.4K
|
8.89K
$783K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.04K+ 30.58% |
$82.9K - $95.3K
|
4.45K
$392K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.04K+ 5.19% |
$82.6K - $94.9K
|
21.1K
$1.86M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.04K+ 12.21% |
$82.4K - $94.8K
|
9.53K
$839K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.03% |
$82.3K - $94.6K
|
15.8K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.02K+ 0.54% |
$81.1K - $93.3K
|
192K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.01K+ 8.71% |
$80.3K - $92.3K
|
12.6K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.01KNew |
$79.9K - $91.9K
|
1.01K
$88.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.01K+ 0.64% |
$79.9K - $91.8K
|
158K
$13.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
995+ 1.24% |
$79.1K - $90.9K
|
81.1K
$7.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
993+ 22.64% |
$78.9K - $90.7K
|
5.38K
$474K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
988+ 9.85% |
$78.5K - $90.3K
|
11K
$970K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
985+ 12.98% |
$78.3K - $90K
|
8.57K
$755K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
985+ 0.92% |
$78.3K - $90K
|
109K
$9.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
980+ 4.46% |
$77.9K - $89.6K
|
23K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
973+ 0.5% |
$77.3K - $88.9K
|
196K
$17.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
969+ 0.72% |
$77K - $88.5K
|
135K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
969+ 14.29% |
$77K - $88.5K
|
7.75K
$682K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
962+ 12.6% |
$76.5K - $87.9K
|
8.59K
$757K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
952+ 22.61% |
$75.7K - $87K
|
5.16K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
951+ 9.88% |
$75.6K - $86.9K
|
10.6K
$932K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
944+ 6.8% |
$75K - $86.3K
|
14.8K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
944+ 5.99% |
$75K - $86.3K
|
16.7K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
931+ 1.61% |
$74K - $85.1K
|
58.9K
$5.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
904+ 4.49% |
$71.8K - $82.6K
|
21.1K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
902+ 24.46% |
$71.7K - $82.4K
|
4.59K
$404K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
883New |
$70.2K - $80.7K
|
883
$77.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
879+ 2.0% |
$69.9K - $80.3K
|
44.9K
$3.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
868+ 6.81% |
$69K - $79.3K
|
13.6K
$1.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
852+ 9.36% |
$67.7K - $77.9K
|
9.95K
$877K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
851+ 6.06% |
$67.6K - $77.8K
|
14.9K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
850+ 5.42% |
$67.5K - $77.7K
|
16.5K
$1.46M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
843+ 8.44% |
$67K - $77K
|
10.8K
$954K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
841+ 0.82% |
$66.8K - $76.9K
|
104K
$9.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
841+ 55.7% |
$66.8K - $76.9K
|
2.35K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
837+ 13.91% |
$66.5K - $76.5K
|
6.85K
$604K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
837+ 13.91% |
$66.5K - $76.5K
|
6.85K
$604K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
BUY
|
- |
827+ 6.87% |
$65.7K - $75.6K
|
12.9K
$1.13M
|