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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
1+ 0.01% |
$78.2 - $90.4
|
12.9K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.43% |
$78.2 - $90.4
|
71
$6.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.12% |
$78.2 - $90.4
|
865
$78K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.4% |
$78.2 - $90.4
|
253
$22.8K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.93% |
$78.2 - $90.4
|
109
$9.83K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.35% |
$78.2 - $90.4
|
284
$25.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$78.2 - $90.4
|
3.38K
$305K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.02% |
$78.2 - $90.4
|
6.09K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$78.2 - $90.4
|
10.6K
$954K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$156 - $181
|
2.73K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2- 0.02% |
$156 - $181
|
8.23K
$743K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 1.85% |
$156 - $181
|
106
$9.56K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.47% |
$235 - $271
|
640
$57.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-5- 0.15% |
$391 - $452
|
3.28K
$296K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-6- 0.12% |
$469 - $542
|
4.81K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-6- 0.04% |
$469 - $542
|
13.4K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-7- 0.01% |
$548 - $633
|
106K
$9.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- -0.0% |
$548 - $633
|
145K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-9- 0.12% |
$704 - $814
|
7.5K
$676K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-10- 0.05% |
$782 - $904
|
21.5K
$1.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-11- 61.11% |
$860 - $994
|
7
$631
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11- 0.82% |
$860 - $994
|
1.33K
$120K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.26% |
$939 - $1.08K
|
4.55K
$410K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-12- 0.52% |
$939 - $1.08K
|
2.28K
$206K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-13- 0.09% |
$1.02K - $1.18K
|
13.8K
$1.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-13- 0.16% |
$1.02K - $1.18K
|
8.32K
$750K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-14- 0.13% |
$1.1K - $1.27K
|
11K
$992K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.1% |
$1.1K - $1.27K
|
13.9K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-14- 0.06% |
$1.1K - $1.27K
|
23.4K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-14- 0.21% |
$1.1K - $1.27K
|
6.8K
$614K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18- 0.02% |
$1.41K - $1.63K
|
98.6K
$8.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-18- 0.48% |
$1.41K - $1.63K
|
3.7K
$334K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-18- 0.01% |
$1.41K - $1.63K
|
212K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-18- 0.58% |
$1.41K - $1.63K
|
3.06K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-19- 0.09% |
$1.49K - $1.72K
|
20.6K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-21- 0.68% |
$1.64K - $1.9K
|
3.07K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-21- 0.53% |
$1.64K - $1.9K
|
3.97K
$358K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-22- 0.16% |
$1.72K - $1.99K
|
13.4K
$1.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-23- 0.29% |
$1.8K - $2.08K
|
7.81K
$704K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-23- 45.1% |
$1.8K - $2.08K
|
28
$2.53K
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-27- 0.63% |
$2.11K - $2.44K
|
4.27K
$385K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-28- 0.21% |
$2.19K - $2.53K
|
13.2K
$1.19M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28- 3.35% |
$2.19K - $2.53K
|
808
$72.9K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 1.79% |
$2.35K - $2.71K
|
1.65K
$149K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-31- 6.8% |
$2.42K - $2.8K
|
425
$38.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-32- 0.23% |
$2.5K - $2.89K
|
13.7K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-33- 1.26% |
$2.58K - $2.98K
|
2.58K
$232K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-33- 1.29% |
$2.58K - $2.98K
|
2.53K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-36- 35.29% |
$2.82K - $3.25K
|
66
$5.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-37- 0.33% |
$2.89K - $3.34K
|
11.2K
$1.01M
|