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 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.66% |
$4.21K - $4.84K
|
3.26K
$294K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
52+ 55.91% |
$4.13K - $4.75K
|
145
$13.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
52+ 0.73% |
$4.13K - $4.75K
|
7.22K
$652K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 0.83% |
$4.13K - $4.75K
|
6.31K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50+ 0.98% |
$3.97K - $4.57K
|
5.13K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 1.17% |
$3.97K - $4.57K
|
4.32K
$389K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.83% |
$3.97K - $4.57K
|
6.08K
$548K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
49+ 1.91% |
$3.89K - $4.48K
|
2.61K
$236K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
48+ 1.48% |
$3.81K - $4.39K
|
3.3K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
45+ 0.48% |
$3.58K - $4.11K
|
9.47K
$854K
|
|
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
44+ 1.0% |
$3.5K - $4.02K
|
4.45K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
43+ 1.21% |
$3.42K - $3.93K
|
3.59K
$324K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
42+ 1.14% |
$3.34K - $3.84K
|
3.74K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
40+ 0.57% |
$3.18K - $3.66K
|
7.01K
$632K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
39+ 0.97% |
$3.1K - $3.56K
|
4.06K
$366K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
39+ 0.4% |
$3.1K - $3.56K
|
9.68K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
33+ 28.7% |
$2.62K - $3.02K
|
148
$13.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
31+ 1.22% |
$2.46K - $2.83K
|
2.58K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
31+ 0.56% |
$2.46K - $2.83K
|
5.58K
$503K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30+ 1.06% |
$2.38K - $2.74K
|
2.87K
$259K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29+ 0.48% |
$2.3K - $2.65K
|
6.13K
$553K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.45% |
$2.3K - $2.65K
|
6.43K
$580K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
28New |
$2.23K - $2.56K
|
28
$2.53K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 1.55% |
$1.83K - $2.1K
|
1.51K
$136K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
23+ 1.32% |
$1.83K - $2.1K
|
1.77K
$159K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21+ 3.58% |
$1.67K - $1.92K
|
607
$54.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
21+ 0.83% |
$1.67K - $1.92K
|
2.55K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
21+ 0.26% |
$1.67K - $1.92K
|
8.21K
$740K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
21+ 0.47% |
$1.67K - $1.92K
|
4.46K
$403K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
20+ 0.49% |
$1.59K - $1.83K
|
4.06K
$367K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
18+ 0.14% |
$1.43K - $1.64K
|
13.2K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.26% |
$1.43K - $1.64K
|
6.88K
$621K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 54.84% |
$1.35K - $1.55K
|
48
$4.33K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
17+ 0.5% |
$1.35K - $1.55K
|
3.39K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 1.29% |
$1.19K - $1.37K
|
1.18K
$106K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.49% |
$1.19K - $1.37K
|
3.07K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15+ 0.12% |
$1.19K - $1.37K
|
12.4K
$1.12M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15+ 0.12% |
$1.19K - $1.37K
|
12.4K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
13+ 0.17% |
$1.03K - $1.19K
|
7.83K
$706K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 0.87% |
$1.03K - $1.19K
|
1.51K
$136K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13+ 0.52% |
$1.03K - $1.19K
|
2.52K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
11+ 0.61% |
$874 - $1.01K
|
1.83K
$165K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
11+ 0.61% |
$874 - $1.01K
|
1.83K
$165K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
11+ 0.26% |
$874 - $1.01K
|
4.28K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10New |
$795 - $914
|
10
$902
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10New |
$795 - $914
|
10
$902
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
9+ 0.19% |
$715 - $822
|
4.81K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
9+ 0.35% |
$715 - $822
|
2.57K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
9+ 0.24% |
$715 - $822
|
3.73K
$336K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 0.04% |
$636 - $731
|
18.1K
$1.63M
|