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 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
462+ 11.12% |
$36.7K - $42.2K
|
4.62K
$416K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
462+ 17.86% |
$36.7K - $42.2K
|
3.05K
$275K
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
458+ 247.57% |
$36.4K - $41.9K
|
643
$58K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
452+ 2.8% |
$35.9K - $41.3K
|
16.6K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
450+ 12.24% |
$35.8K - $41.1K
|
4.13K
$372K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
446+ 50.06% |
$35.4K - $40.8K
|
1.34K
$121K
|
|
|
Aug 01, 2023
Q2 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
442+ 0.79% |
$35.1K - $40.4K
|
56.1K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
439+ 14.48% |
$34.9K - $40.1K
|
3.47K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
438+ 8.81% |
$34.8K - $40K
|
5.41K
$488K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
428+ 0.9% |
$34K - $39.1K
|
47.8K
$4.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
425+ 13.88% |
$33.8K - $38.8K
|
3.49K
$314K
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
BUY
|
- |
422+ 2.77% |
$33.5K - $38.6K
|
15.7K
$1.41M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
422+ 14.89% |
$33.5K - $38.6K
|
3.26K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
421+ 1.71% |
$33.5K - $38.5K
|
25K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
421+ 8.39% |
$33.5K - $38.5K
|
5.44K
$491K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
420+ 6.28% |
$33.4K - $38.4K
|
7.1K
$641K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
419+ 6.36% |
$33.3K - $38.3K
|
7K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
414+ 0.58% |
$32.9K - $37.8K
|
71.8K
$6.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
411+ 12.96% |
$32.7K - $37.6K
|
3.58K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
410+ 2.19% |
$32.6K - $37.5K
|
19.1K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
409New |
$32.5K - $37.4K
|
409
$36.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
405+ 14.78% |
$32.2K - $37K
|
3.15K
$284K
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
404+ 0.5% |
$32.1K - $36.9K
|
81.5K
$7.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
403+ 0.58% |
$32K - $36.8K
|
69.3K
$6.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
403+ 0.41% |
$32K - $36.8K
|
98.6K
$8.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
400+ 13.41% |
$31.8K - $36.6K
|
3.38K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
BUY
|
- |
400+ 13.73% |
$31.8K - $36.6K
|
3.31K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
395+ 3.06% |
$31.4K - $36.1K
|
13.3K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
394New |
$31.3K - $36K
|
394
$35.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
391+ 3.37% |
$31.1K - $35.7K
|
12K
$1.08M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
388+ 9.52% |
$30.8K - $35.5K
|
4.46K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
384+ 5.99% |
$30.5K - $35.1K
|
6.8K
$613K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
376+ 6.32% |
$29.9K - $34.4K
|
6.32K
$570K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
370+ 3.64% |
$29.4K - $33.8K
|
10.5K
$951K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
370+ 1.26% |
$29.4K - $33.8K
|
29.8K
$2.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
369+ 9.37% |
$29.3K - $33.7K
|
4.31K
$389K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
367New |
$29.2K - $33.5K
|
367
$33.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
353+ 4.11% |
$28.1K - $32.3K
|
8.94K
$807K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
353+ 1.07% |
$28.1K - $32.3K
|
33.3K
$3M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
350+ 2.97% |
$27.8K - $32K
|
12.1K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
340+ 9.66% |
$27K - $31.1K
|
3.86K
$348K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
337+ 167.66% |
$26.8K - $30.8K
|
538
$48.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
336+ 1.18% |
$26.7K - $30.7K
|
28.8K
$2.6M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
323+ 39.78% |
$25.7K - $29.5K
|
1.14K
$102K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
318+ 10.37% |
$25.3K - $29.1K
|
3.39K
$305K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
317+ 12.56% |
$25.2K - $29K
|
2.84K
$256K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
317+ 3.14% |
$25.2K - $29K
|
10.4K
$940K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
317+ 5.28% |
$25.2K - $29K
|
6.32K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
313+ 10.39% |
$24.9K - $28.6K
|
3.33K
$300K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
310+ 44.73% |
$24.6K - $28.3K
|
1K
$90.5K
|