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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 3.7% |
$397 - $457
|
140
$12.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.18% |
$318 - $366
|
2.27K
$200K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.06% |
$318 - $366
|
6.36K
$560K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.07% |
$318 - $366
|
5.83K
$513K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
4+ 0.07% |
$318 - $366
|
5.67K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$318 - $366
|
18.4K
$1.62M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.18% |
$318 - $366
|
2.27K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.02% |
$238 - $274
|
12.8K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.99% |
$159 - $183
|
205
$18.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.13% |
$79.5 - $91.4
|
775
$68.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1+ 0.03% |
$79.5 - $91.4
|
3.54K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.03% |
$79.5 - $91.4
|
3.09K
$272K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.33% |
$79.5 - $91.4
|
302
$26.6K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.07% |
$79.5 - $91.4
|
1.46K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.12% |
$79.5 - $91.4
|
864
$76.1K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 10.0% |
$79.5 - $91.4
|
11
$969
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.93% |
$79.5 - $91.4
|
108
$9.51K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-2- 0.08% |
$159 - $183
|
2.54K
$224K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3- 0.65% |
$238 - $274
|
456
$40.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 2.01% |
$238 - $274
|
146
$12.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-4- 0.01% |
$318 - $366
|
27.8K
$2.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.51% |
$397 - $457
|
974
$85.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-5- 0.02% |
$397 - $457
|
28.3K
$2.5M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.1% |
$397 - $457
|
4.97K
$438K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5Closed |
$397 - $457
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-10- 0.25% |
$795 - $914
|
4.05K
$357K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11- 40.74% |
$874 - $1.01K
|
16
$1.41K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 4.0% |
$954 - $1.1K
|
288
$25.4K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 0.07% |
$1.03K - $1.19K
|
17.4K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-14- 0.32% |
$1.11K - $1.28K
|
4.3K
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.3% |
$1.11K - $1.28K
|
4.6K
$405K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-15- 0.33% |
$1.19K - $1.37K
|
4.56K
$401K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-15- 2.58% |
$1.19K - $1.37K
|
567
$49.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-15- 0.04% |
$1.19K - $1.37K
|
38.1K
$3.36M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 3.74% |
$1.19K - $1.37K
|
386
$34K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-16- 0.58% |
$1.27K - $1.46K
|
2.73K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16- 5.76% |
$1.27K - $1.46K
|
262
$23.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 1.98% |
$1.27K - $1.46K
|
791
$69.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-18- 0.13% |
$1.43K - $1.64K
|
13.8K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-21- 0.03% |
$1.67K - $1.92K
|
63.1K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-22- 0.77% |
$1.75K - $2.01K
|
2.82K
$248K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-24- 0.04% |
$1.91K - $2.19K
|
65.4K
$5.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-24- 0.11% |
$1.91K - $2.19K
|
22.7K
$2M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 0.45% |
$1.99K - $2.28K
|
5.56K
$489K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 0.51% |
$1.99K - $2.28K
|
4.87K
$429K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-25- 0.67% |
$1.99K - $2.28K
|
3.69K
$325K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-25- 0.17% |
$1.99K - $2.28K
|
14.9K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-25- 17.86% |
$1.99K - $2.28K
|
115
$10.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-26- 0.23% |
$2.07K - $2.38K
|
11.3K
$991K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 1.02% |
$2.07K - $2.38K
|
2.52K
$222K
|