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 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.24K+ 12.55% |
$416K - $478K
|
47K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.16K+ 8.68% |
$410K - $472K
|
64.6K
$5.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5.11K+ 4.05% |
$406K - $467K
|
131K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.07KNew |
$403K - $463K
|
5.07K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.07K+ 10.47% |
$403K - $463K
|
53.5K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
5.05K+ 1.98% |
$401K - $462K
|
260K
$23.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.03K+ 8.98% |
$400K - $460K
|
61K
$5.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.03KNew |
$400K - $460K
|
5.03K
$458K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.01K+ 16.06% |
$398K - $458K
|
36.2K
$3.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5KNew |
$397K - $457K
|
5K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 995.41% |
$396K - $456K
|
5.49K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.98K+ 73.38% |
$396K - $455K
|
11.8K
$1.07M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.98K+ 73.38% |
$396K - $455K
|
11.8K
$1.07M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.86K+ 8.67% |
$386K - $444K
|
60.9K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.83K+ 48.69% |
$383K - $441K
|
14.7K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.83K+ 15.32% |
$383K - $441K
|
36.3K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.76K+ 47.38% |
$378K - $435K
|
14.8K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.74KNew |
$377K - $434K
|
4.74K
$432K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
4.74K+ 2.38% |
$377K - $433K
|
204K
$18.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.71KNew |
$374K - $430K
|
4.71K
$428K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.7K+ 30.02% |
$373K - $429K
|
20.3K
$1.85M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.69K+ 4.74% |
$373K - $429K
|
104K
$9.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.68K+ 5.65% |
$372K - $427K
|
87.5K
$7.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.66K+ 6.79% |
$370K - $425K
|
73.2K
$6.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4.59K+ 6.63% |
$365K - $419K
|
73.8K
$6.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.59K+ 58.2% |
$365K - $419K
|
12.5K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.47K+ 0.03% |
$355K - $409K
|
13.8M
$1.26B
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.41K+ 51.7% |
$351K - $403K
|
12.9K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
4.32K+ 32.88% |
$343K - $395K
|
17.5K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.31K+ 168.49% |
$343K - $394K
|
6.87K
$625K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.3KNew |
$342K - $393K
|
4.3K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.27K+ 2.28% |
$339K - $390K
|
191K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
4.26K+ 38.33% |
$339K - $389K
|
15.4K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.25K+ 1933.18% |
$338K - $389K
|
4.47K
$407K
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
4.18K+ 51.32% |
$332K - $382K
|
12.3K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
4.17K+ 0.44% |
$332K - $381K
|
959K
$87.2M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
4.17K+ 0.44% |
$332K - $381K
|
959K
$87.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.15K+ 5.01% |
$330K - $379K
|
87K
$7.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.11KNew |
$327K - $376K
|
4.11K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
4.1KNew |
$326K - $375K
|
4.1K
$373K
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
4.07K+ 6.53% |
$323K - $372K
|
66.4K
$6.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.06K+ 84.31% |
$322K - $371K
|
8.87K
$807K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.04K+ 43.66% |
$321K - $369K
|
13.3K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
4K+ 4.22% |
$318K - $365K
|
98.7K
$8.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.98KNew |
$316K - $364K
|
3.98K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
3.97K+ 1.1% |
$316K - $363K
|
364K
$33.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$313K - $360K
|
3.94K
$359K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.94K+ 6.12% |
$313K - $360K
|
68.2K
$6.21M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.91KNew |
$311K - $357K
|
3.91K
$356K
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
3.9KNew |
$310K - $356K
|
3.9K
$355K
|