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 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-206- 3.3% |
$16.4K - $18.8K
|
6.03K
$531K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-208- 8.03% |
$16.5K - $19K
|
2.38K
$210K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-210- 2.28% |
$16.7K - $19.2K
|
9.01K
$794K
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
SELL
|
- |
-212- 0.05% |
$16.8K - $19.4K
|
416K
$36.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-212- 4.22% |
$16.8K - $19.4K
|
4.81K
$423K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-212- 9.47% |
$16.8K - $19.4K
|
2.03K
$178K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-212- 0.47% |
$16.8K - $19.4K
|
44.9K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-213- 7.94% |
$16.9K - $19.5K
|
2.47K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-213- 2.47% |
$16.9K - $19.5K
|
8.4K
$740K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-215- 0.56% |
$17.1K - $19.6K
|
38.5K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-215- 1.59% |
$17.1K - $19.6K
|
13.3K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-216- 5.84% |
$17.2K - $19.7K
|
3.48K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-223- 0.88% |
$17.7K - $20.4K
|
25.1K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-230- 0.87% |
$18.3K - $21K
|
26.3K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-231- 8.84% |
$18.4K - $21.1K
|
2.38K
$210K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-232- 0.3% |
$18.4K - $21.2K
|
76K
$6.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-235- 11.56% |
$18.7K - $21.5K
|
1.8K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-253- 12.79% |
$20.1K - $23.1K
|
1.73K
$152K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-255- 0.9% |
$20.3K - $23.3K
|
28.1K
$2.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-256- 0.39% |
$20.3K - $23.4K
|
65.5K
$5.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-257- 2.58% |
$20.4K - $23.5K
|
9.72K
$856K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-257- 2.75% |
$20.4K - $23.5K
|
9.1K
$801K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-261- 19.11% |
$20.7K - $23.9K
|
1.11K
$97.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-262- 0.54% |
$20.8K - $23.9K
|
48K
$4.23M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-264- 86.56% |
$21K - $24.1K
|
41
$3.61K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-265- 1.91% |
$21.1K - $24.2K
|
13.6K
$1.2M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-270- 2.3% |
$21.5K - $24.7K
|
11.5K
$1.01M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-270- 2.3% |
$21.5K - $24.7K
|
11.5K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-273- 2.98% |
$21.7K - $24.9K
|
8.89K
$783K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-273- 3.02% |
$21.7K - $24.9K
|
8.77K
$772K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-279- 9.42% |
$22.2K - $25.5K
|
2.68K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-282- 2.51% |
$22.4K - $25.8K
|
10.9K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-288- 2.63% |
$22.9K - $26.3K
|
10.7K
$940K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 4.56% |
$23K - $26.4K
|
6.05K
$533K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-290- 7.67% |
$23K - $26.5K
|
3.49K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-291- 16.72% |
$23.1K - $26.6K
|
1.45K
$128K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-295- 3.61% |
$23.4K - $27K
|
7.89K
$695K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-296- 8.69% |
$23.5K - $27K
|
3.11K
$274K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-297- 76.35% |
$23.6K - $27.1K
|
92
$8.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-298- 9.27% |
$23.7K - $27.2K
|
2.92K
$257K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-299- 9.79% |
$23.8K - $27.3K
|
2.76K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 2.54% |
$23.8K - $27.4K
|
11.5K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-300- 10.62% |
$23.8K - $27.4K
|
2.53K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-300- 2.7% |
$23.8K - $27.4K
|
10.8K
$952K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-300- 1.27% |
$23.8K - $27.4K
|
23.3K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-300- 51.9% |
$23.8K - $27.4K
|
278
$24.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-301- 12.66% |
$23.9K - $27.5K
|
2.08K
$183K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-302- 3.42% |
$24K - $27.6K
|
8.53K
$751K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-303- 5.6% |
$24.1K - $27.7K
|
5.11K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-305- 1.17% |
$24.2K - $27.9K
|
25.7K
$2.26M
|