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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-72- 20.28% |
$5.72K - $6.58K
|
283
$26.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-74- 0.16% |
$5.88K - $6.76K
|
47.1K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-78- 1.3% |
$6.2K - $7.13K
|
5.94K
$558K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-81- 0.58% |
$6.44K - $7.4K
|
13.9K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-81- 1.26% |
$6.44K - $7.4K
|
6.34K
$596K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 43.16% |
$6.52K - $7.49K
|
108
$10.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-82- 4.28% |
$6.52K - $7.49K
|
1.84K
$173K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-83- 45.86% |
$6.6K - $7.58K
|
98
$9.21K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-83- 1.19% |
$6.6K - $7.58K
|
6.9K
$649K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.19% |
$6.68K - $7.68K
|
43.7K
$4.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-84- 2.67% |
$6.68K - $7.68K
|
3.07K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-84- 5.86% |
$6.68K - $7.68K
|
1.35K
$127K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-84- 0.27% |
$6.68K - $7.68K
|
31.3K
$2.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-85- 3.22% |
$6.75K - $7.77K
|
2.56K
$240K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-88- 0.16% |
$6.99K - $8.04K
|
53.6K
$5.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-88- 5.63% |
$6.99K - $8.04K
|
1.48K
$139K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-89- 0.02% |
$7.07K - $8.13K
|
387K
$36.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-89- 3.81% |
$7.07K - $8.13K
|
2.25K
$211K
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-89- 0.02% |
$7.07K - $8.13K
|
387K
$36.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.8% |
$7.15K - $8.22K
|
3.13K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-90- 2.64% |
$7.15K - $8.22K
|
3.32K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-92- 29.49% |
$7.31K - $8.41K
|
220
$20.7K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-92- 26.14% |
$7.31K - $8.41K
|
260
$24.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-94- 0.53% |
$7.47K - $8.59K
|
17.7K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-96- 2.86% |
$7.63K - $8.77K
|
3.27K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-97- 2.69% |
$7.71K - $8.86K
|
3.5K
$329K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-100- 1.55% |
$7.95K - $9.14K
|
6.35K
$597K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-100- 1.62% |
$7.95K - $9.14K
|
6.08K
$571K
|
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
SELL
|
- |
-100- 0.03% |
$7.95K - $9.14K
|
344K
$32.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-100- 0.69% |
$7.95K - $9.14K
|
14.3K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-100- 1.33% |
$7.95K - $9.14K
|
7.44K
$700K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-100- 3.96% |
$7.95K - $9.14K
|
2.42K
$228K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-104- 6.19% |
$8.26K - $9.5K
|
1.58K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-104- 1.09% |
$8.26K - $9.5K
|
9.42K
$886K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-105- 0.38% |
$8.34K - $9.59K
|
27.3K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-105- 3.14% |
$8.34K - $9.59K
|
3.24K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-105- 1.12% |
$8.34K - $9.59K
|
9.26K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-105- 1.07% |
$8.34K - $9.59K
|
9.68K
$910K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-106- 3.02% |
$8.42K - $9.69K
|
3.41K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-106- 0.14% |
$8.42K - $9.69K
|
76.3K
$7.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-107- 13.82% |
$8.5K - $9.78K
|
667
$62.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-110- 4.39% |
$8.74K - $10.1K
|
2.4K
$225K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-112- 0.75% |
$8.9K - $10.2K
|
14.7K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-114- 0.93% |
$9.06K - $10.4K
|
12.1K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-115- 1.91% |
$9.14K - $10.5K
|
5.92K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-116- 30.21% |
$9.22K - $10.6K
|
268
$25.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-117- 39.0% |
$9.3K - $10.7K
|
183
$17.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-118- 0.65% |
$9.38K - $10.8K
|
17.9K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-118- 1.54% |
$9.38K - $10.8K
|
7.53K
$708K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-120- 0.87% |
$9.54K - $11K
|
13.7K
$1.29M
|