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 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-25- 17.86% |
$1.99K - $2.28K
|
115
$9.59K
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-26- 0.23% |
$2.07K - $2.38K
|
11.3K
$938K
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 1.02% |
$2.07K - $2.38K
|
2.52K
$210K
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-26- 0.23% |
$2.07K - $2.38K
|
11.3K
$938K
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.96% |
$2.15K - $2.47K
|
2.8K
$233K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-28- 2.8% |
$2.23K - $2.56K
|
972
$81K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.82% |
$2.23K - $2.56K
|
3.4K
$284K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-30- 0.25% |
$2.38K - $2.74K
|
11.9K
$993K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-30- 0.23% |
$2.38K - $2.74K
|
13.3K
$1.11M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-30- 0.39% |
$2.38K - $2.74K
|
7.68K
$640K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-30- 54.55% |
$2.38K - $2.74K
|
25
$2.08K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-32- 0.15% |
$2.54K - $2.92K
|
21.5K
$1.79M
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-36- 0.41% |
$2.86K - $3.29K
|
8.71K
$726K
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-36- 0.16% |
$2.86K - $3.29K
|
22.3K
$1.86M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-37- 2.67% |
$2.94K - $3.38K
|
1.35K
$112K
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-39- 0.31% |
$3.1K - $3.56K
|
12.5K
$1.04M
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-39- 0.65% |
$3.1K - $3.56K
|
5.93K
$494K
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-39- 0.17% |
$3.1K - $3.56K
|
23.6K
$1.96M
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-41- 0.19% |
$3.26K - $3.75K
|
21.5K
$1.79M
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-41- 1.14% |
$3.26K - $3.75K
|
3.56K
$297K
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-42- 1.61% |
$3.34K - $3.84K
|
2.56K
$214K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-42- 12.0% |
$3.34K - $3.84K
|
308
$25.7K
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-43- 1.65% |
$3.42K - $3.93K
|
2.57K
$214K
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-45- 0.16% |
$3.58K - $4.11K
|
28.9K
$2.41M
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-45- 1.12% |
$3.58K - $4.11K
|
3.97K
$331K
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.53% |
$3.66K - $4.2K
|
8.57K
$715K
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-47- 1.76% |
$3.74K - $4.29K
|
2.62K
$218K
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-47- 0.49% |
$3.74K - $4.29K
|
9.48K
$790K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 20.0% |
$3.97K - $4.57K
|
200
$16.7K
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 0.73% |
$3.97K - $4.57K
|
6.83K
$570K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-52- 42.62% |
$4.13K - $4.75K
|
70
$5.84K
|
|
Feb 10, 2025
Q2 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-54- 1.51% |
$4.29K - $4.93K
|
3.53K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-55- 1.3% |
$4.37K - $5.03K
|
4.18K
$348K
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-57- 34.34% |
$4.53K - $5.21K
|
109
$9.09K
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-58- 0.53% |
$4.61K - $5.3K
|
11K
$913K
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-58- 1.18% |
$4.61K - $5.3K
|
4.87K
$406K
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-59- 1.38% |
$4.69K - $5.39K
|
4.21K
$351K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-62- 1.97% |
$4.93K - $5.67K
|
3.08K
$257K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-63- 1.62% |
$5.01K - $5.76K
|
3.82K
$318K
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-68- 2.5% |
$5.4K - $6.21K
|
2.65K
$221K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-69- 0.84% |
$5.48K - $6.31K
|
8.13K
$678K
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-71- 18.64% |
$5.64K - $6.49K
|
310
$25.8K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-71- 32.42% |
$5.64K - $6.49K
|
148
$12.3K
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-71- 2.74% |
$5.64K - $6.49K
|
2.52K
$210K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-72- 22.5% |
$5.72K - $6.58K
|
248
$20.7K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-72- 20.28% |
$5.72K - $6.58K
|
283
$23.6K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-74- 0.16% |
$5.88K - $6.76K
|
47.1K
$3.93M
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-78- 1.3% |
$6.2K - $7.13K
|
5.94K
$495K
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-81- 0.58% |
$6.44K - $7.4K
|
13.9K
$1.16M
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-81- 1.26% |
$6.44K - $7.4K
|
6.34K
$529K
|