Purchases and Sales Made in Q2 2025 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q2 2025. 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, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$1.37K - $1.51K
|
17
$1.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
17+ 0.3% |
$1.37K - $1.51K
|
5.7K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
17+ 0.74% |
$1.37K - $1.51K
|
2.3K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17+ 26.15% |
$1.37K - $1.51K
|
82
$7.71K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 12.4% |
$1.29K - $1.42K
|
145
$13.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.29K - $1.42K
|
16
$1.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
15+ 0.41% |
$1.21K - $1.33K
|
3.68K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13+ 0.47% |
$1.05K - $1.16K
|
2.75K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 0.97% |
$1.05K - $1.16K
|
1.36K
$128K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
12+ 0.48% |
$968 - $1.07K
|
2.49K
$234K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
12+ 0.51% |
$968 - $1.07K
|
2.38K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11+ 47.83% |
$887 - $977
|
34
$3.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 32.35% |
$887 - $977
|
45
$4.23K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11New |
$887 - $977
|
11
$1.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
11+ 0.26% |
$887 - $977
|
4.24K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10+ 0.35% |
$807 - $889
|
2.89K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$807 - $889
|
16.9K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10+ 1.44% |
$807 - $889
|
703
$66.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8+ 42.11% |
$645 - $711
|
27
$2.54K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
8+ 0.06% |
$645 - $711
|
13.4K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 50.0% |
$645 - $711
|
24
$2.26K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
7+ 0.25% |
$565 - $622
|
2.84K
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7+ 0.44% |
$565 - $622
|
1.58K
$149K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 0.14% |
$565 - $622
|
4.86K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 1.26% |
$484 - $533
|
482
$45.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
6+ 0.07% |
$484 - $533
|
8.07K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.17% |
$484 - $533
|
3.46K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 50.0% |
$323 - $355
|
12
$1.13K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
3+ 0.07% |
$242 - $267
|
4.2K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.08% |
$242 - $267
|
3.99K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 0.07% |
$242 - $267
|
4.01K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$242 - $267
|
6.68K
$628K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 1.27% |
$242 - $267
|
239
$22.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.03% |
$161 - $178
|
7.45K
$700K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
2+ 0.07% |
$161 - $178
|
2.92K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.99% |
$80.7 - $88.9
|
102
$9.59K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
1+ 0.03% |
$80.7 - $88.9
|
3.74K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.08% |
$80.7 - $88.9
|
1.3K
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.89% |
$80.7 - $88.9
|
54
$5.08K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 2.56% |
$80.7 - $88.9
|
40
$3.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.21% |
$80.7 - $88.9
|
482
$45.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$80.7 - $88.9
|
1
$94
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.57% |
$80.7 - $88.9
|
175
$16.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.11% |
$80.7 - $88.9
|
922
$86.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.06% |
$161 - $178
|
3.32K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 0.11% |
$161 - $178
|
1.83K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2- 0.06% |
$161 - $178
|
3.23K
$304K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-2- 0.08% |
$161 - $178
|
2.58K
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2- 0.56% |
$161 - $178
|
358
$33.7K
|