Purchases and Sales Made in Q3 2023 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
459+ 2.65% |
$35.9K - $41.5K
|
17.8K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
458+ 5.44% |
$35.8K - $41.4K
|
8.88K
$801K
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
451+ 3.43% |
$35.3K - $40.8K
|
13.6K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
450+ 7.19% |
$35.2K - $40.7K
|
6.71K
$605K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
444+ 2.67% |
$34.7K - $40.1K
|
17.1K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
442+ 7.84% |
$34.6K - $40K
|
6.08K
$548K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
440+ 12.92% |
$34.4K - $39.8K
|
3.85K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
427+ 64.02% |
$33.4K - $38.6K
|
1.09K
$98.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
420+ 13.59% |
$32.9K - $38K
|
3.51K
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
414+ 15.58% |
$32.4K - $37.4K
|
3.07K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
413+ 9.9% |
$32.3K - $37.3K
|
4.58K
$413K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
404+ 1.05% |
$31.6K - $36.5K
|
38.9K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
404+ 2.0% |
$31.6K - $36.5K
|
20.6K
$1.86M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
404+ 2.0% |
$31.6K - $36.5K
|
20.6K
$1.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
401+ 13.42% |
$31.4K - $36.3K
|
3.39K
$306K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
400+ 6.04% |
$31.3K - $36.2K
|
7.03K
$634K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
400New |
$31.3K - $36.2K
|
400
$36.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
400New |
$31.3K - $36.2K
|
400
$36.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
399+ 2.58% |
$31.2K - $36.1K
|
15.9K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
396+ 2.69% |
$31K - $35.8K
|
15.1K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
395+ 2.2% |
$30.9K - $35.7K
|
18.4K
$1.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
387+ 5.69% |
$30.3K - $35K
|
7.18K
$648K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
383+ 0.11% |
$30K - $34.6K
|
356K
$32.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
381+ 1.37% |
$29.8K - $34.4K
|
28.2K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
378+ 9.16% |
$29.6K - $34.2K
|
4.5K
$406K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
370+ 1.48% |
$28.9K - $33.4K
|
25.3K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
357New |
$27.9K - $32.3K
|
357
$32.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
BUY
|
- |
355+ 0.76% |
$27.8K - $32.1K
|
47.1K
$4.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
BUY
|
- |
348+ 0.42% |
$27.2K - $31.5K
|
84K
$7.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
348+ 9.47% |
$27.2K - $31.5K
|
4.02K
$363K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
343+ 4.1% |
$26.8K - $31K
|
8.71K
$786K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
343+ 13.74% |
$26.8K - $31K
|
2.84K
$256K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
335+ 11.01% |
$26.2K - $30.3K
|
3.38K
$305K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
334+ 4.16% |
$26.1K - $30.2K
|
8.37K
$755K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
333+ 12.97% |
$26K - $30.1K
|
2.9K
$262K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
329+ 2.05% |
$25.7K - $29.7K
|
16.4K
$1.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
329+ 1.06% |
$25.7K - $29.7K
|
31.3K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
326+ 7.92% |
$25.5K - $29.5K
|
4.44K
$401K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
324+ 8.73% |
$25.3K - $29.3K
|
4.04K
$364K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
319+ 4.83% |
$25K - $28.8K
|
6.93K
$625K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
317+ 9.17% |
$24.8K - $28.7K
|
3.77K
$340K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
316+ 3.15% |
$24.7K - $28.6K
|
10.4K
$935K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
313+ 1.51% |
$24.5K - $28.3K
|
21K
$1.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
310+ 4.97% |
$24.2K - $28K
|
6.55K
$591K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
305+ 5.22% |
$23.9K - $27.6K
|
6.15K
$555K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
304+ 3.58% |
$23.8K - $27.5K
|
8.8K
$793K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
301+ 2.3% |
$23.5K - $27.2K
|
13.4K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
301+ 5.38% |
$23.5K - $27.2K
|
5.9K
$532K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
300+ 11.94% |
$23.5K - $27.1K
|
2.81K
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
300+ 9.04% |
$23.5K - $27.1K
|
3.62K
$327K
|