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 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
821+ 12.15% |
$65.2K - $75K
|
7.58K
$688K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
806+ 2.73% |
$64.1K - $73.7K
|
30.3K
$2.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
805+ 4.88% |
$64K - $73.6K
|
17.3K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
800+ 1.15% |
$63.6K - $73.1K
|
70.4K
$6.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
800+ 8.39% |
$63.6K - $73.1K
|
10.3K
$939K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
798+ 3.66% |
$63.4K - $72.9K
|
22.6K
$2.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
793+ 0.51% |
$63K - $72.5K
|
157K
$14.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
792+ 67.69% |
$62.9K - $72.4K
|
1.96K
$178K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
778+ 4.65% |
$61.8K - $71.1K
|
17.5K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
771+ 2.21% |
$61.3K - $70.5K
|
35.7K
$3.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
764+ 8.35% |
$60.7K - $69.8K
|
9.92K
$901K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
762+ 2.48% |
$60.6K - $69.6K
|
31.5K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
757+ 13.81% |
$60.2K - $69.2K
|
6.24K
$567K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
756+ 6.14% |
$60.1K - $69.1K
|
13.1K
$1.19M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
750+ 1.6% |
$59.6K - $68.5K
|
47.5K
$4.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
749+ 1.84% |
$59.5K - $68.4K
|
41.4K
$3.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
735+ 18.2% |
$58.4K - $67.2K
|
4.77K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
725+ 2.33% |
$57.6K - $66.3K
|
31.8K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
724+ 4.51% |
$57.5K - $66.2K
|
16.8K
$1.52M
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
724+ 1.38% |
$57.5K - $66.2K
|
53K
$4.82M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
722+ 0.21% |
$57.4K - $66K
|
348K
$31.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
718+ 7.76% |
$57.1K - $65.6K
|
9.97K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
716+ 0.62% |
$56.9K - $65.4K
|
117K
$10.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
712+ 316.44% |
$56.6K - $65.1K
|
937
$85.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
711+ 6.87% |
$56.5K - $65K
|
11.1K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
707+ 441.88% |
$56.2K - $64.6K
|
867
$78.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
705+ 1.68% |
$56K - $64.4K
|
42.7K
$3.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
702+ 16.37% |
$55.8K - $64.1K
|
4.99K
$453K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
700+ 18.62% |
$55.6K - $64K
|
4.46K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
700+ 14.29% |
$55.6K - $64K
|
5.6K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
687+ 0.78% |
$54.6K - $62.8K
|
88.3K
$8.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
686+ 5.63% |
$54.5K - $62.7K
|
12.9K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
670+ 14.56% |
$53.2K - $61.2K
|
5.27K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
669+ 7.76% |
$53.2K - $61.1K
|
9.29K
$844K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
668+ 94.89% |
$53.1K - $61K
|
1.37K
$125K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
662+ 3.54% |
$52.6K - $60.5K
|
19.4K
$1.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
657New |
$52.2K - $60K
|
657
$59.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
655+ 1.19% |
$52.1K - $59.9K
|
55.8K
$5.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
654+ 2.08% |
$52K - $59.8K
|
32.2K
$2.92M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
650+ 27.29% |
$51.7K - $59.4K
|
3.03K
$275K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
650+ 2.75% |
$51.7K - $59.4K
|
24.2K
$2.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
641+ 7.31% |
$50.9K - $58.6K
|
9.41K
$855K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
622+ 4.03% |
$49.4K - $56.8K
|
16K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
621+ 0.77% |
$49.4K - $56.7K
|
81.3K
$7.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
620+ 17.74% |
$49.3K - $56.7K
|
4.12K
$374K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
615+ 0.91% |
$48.9K - $56.2K
|
68.1K
$6.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
603+ 0.91% |
$47.9K - $55.1K
|
67.2K
$6.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
598+ 6.51% |
$47.5K - $54.6K
|
9.79K
$889K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
594+ 7.69% |
$47.2K - $54.3K
|
8.32K
$755K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
587+ 7.49% |
$46.6K - $53.6K
|
8.43K
$765K
|