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
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
196+ 1.29% |
$15.6K - $17.9K
|
15.4K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
189+ 6.31% |
$15K - $17.3K
|
3.18K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
182+ 1.35% |
$14.5K - $16.6K
|
13.6K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
181+ 0.79% |
$14.4K - $16.5K
|
23.2K
$2.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
177+ 2.25% |
$14.1K - $16.2K
|
8.03K
$724K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
175+ 5.0% |
$13.9K - $16K
|
3.68K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
175+ 0.27% |
$13.9K - $16K
|
64.7K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
174New |
$13.8K - $15.9K
|
174
$15.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
173+ 1.34% |
$13.7K - $15.8K
|
13.1K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
173+ 0.45% |
$13.7K - $15.8K
|
39K
$3.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
173+ 4.89% |
$13.7K - $15.8K
|
3.71K
$335K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
172+ 1.04% |
$13.7K - $15.7K
|
16.6K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
171+ 4.31% |
$13.6K - $15.6K
|
4.14K
$373K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
169+ 2.63% |
$13.4K - $15.4K
|
6.61K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
167+ 1.36% |
$13.3K - $15.3K
|
12.5K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
165+ 1.0% |
$13.1K - $15.1K
|
16.6K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
165+ 0.98% |
$13.1K - $15.1K
|
17K
$1.53M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
165+ 0.98% |
$13.1K - $15.1K
|
17K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
160+ 1.24% |
$12.7K - $14.6K
|
13K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
159+ 2.79% |
$12.6K - $14.5K
|
5.85K
$528K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
158+ 1.66% |
$12.6K - $14.4K
|
9.66K
$871K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
155+ 1.43% |
$12.3K - $14.2K
|
11K
$994K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
150+ 0.26% |
$11.9K - $13.7K
|
57.2K
$5.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
148+ 40.11% |
$11.8K - $13.5K
|
517
$46.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
147+ 2.21% |
$11.7K - $13.4K
|
6.79K
$613K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
145+ 0.63% |
$11.5K - $13.3K
|
23.2K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
144+ 0.87% |
$11.4K - $13.2K
|
16.7K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
142+ 0.24% |
$11.3K - $13K
|
59.9K
$5.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
141+ 1.18% |
$11.2K - $12.9K
|
12.1K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
139+ 1.38% |
$11K - $12.7K
|
10.2K
$922K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
138+ 5.29% |
$11K - $12.6K
|
2.75K
$248K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
137+ 1.93% |
$10.9K - $12.5K
|
7.23K
$652K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
136+ 19.43% |
$10.8K - $12.4K
|
836
$75.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
133+ 3.14% |
$10.6K - $12.2K
|
4.37K
$394K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
132+ 11.28% |
$10.5K - $12.1K
|
1.3K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
128+ 19.57% |
$10.2K - $11.7K
|
782
$70.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
128+ 3.91% |
$10.2K - $11.7K
|
3.41K
$307K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
126+ 0.81% |
$10K - $11.5K
|
15.6K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
126+ 13.06% |
$10K - $11.5K
|
1.09K
$98.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
125+ 1.13% |
$9.93K - $11.4K
|
11.2K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
125+ 0.19% |
$9.93K - $11.4K
|
65.8K
$5.93M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
124+ 1.04% |
$9.85K - $11.3K
|
12.1K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
121+ 1.77% |
$9.62K - $11.1K
|
6.96K
$627K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
120+ 2.55% |
$9.54K - $11K
|
4.83K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
120+ 2.92% |
$9.54K - $11K
|
4.23K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
120New |
$9.54K - $11K
|
120
$10.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
118+ 96.72% |
$9.38K - $10.8K
|
240
$21.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
117+ 3.77% |
$9.3K - $10.7K
|
3.22K
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
116+ 0.88% |
$9.22K - $10.6K
|
13.3K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
113+ 48.92% |
$8.98K - $10.3K
|
344
$31K
|