Purchases and Sales Made in Q4 2023 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
803New |
$55.8K - $67K
|
803
$64.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
800New |
$55.5K - $66.7K
|
800
$63.9K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
800+ 4.81% |
$55.5K - $66.7K
|
17.4K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
798+ 5.75% |
$55.4K - $66.6K
|
14.7K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
797+ 4.33% |
$55.3K - $66.5K
|
19.2K
$1.53M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
786+ 2620.0% |
$54.6K - $65.6K
|
816
$65.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
781New |
$54.2K - $65.2K
|
781
$62.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
772+ 14.39% |
$53.6K - $64.4K
|
6.14K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
BUY
|
- |
765+ 1.62% |
$53.1K - $63.8K
|
47.9K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
756+ 13.14% |
$52.5K - $63.1K
|
6.51K
$520K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
755+ 1.12% |
$52.4K - $63K
|
68.1K
$5.44M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
751New |
$52.1K - $62.7K
|
751
$60K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
747+ 7.18% |
$51.9K - $62.3K
|
11.2K
$891K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
731New |
$50.8K - $61K
|
731
$58.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
720+ 13.51% |
$50K - $60.1K
|
6.05K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
707+ 18.4% |
$49.1K - $59K
|
4.55K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
690+ 14.68% |
$47.9K - $57.6K
|
5.39K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
681+ 5.23% |
$47.3K - $56.8K
|
13.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
681+ 4.31% |
$47.3K - $56.8K
|
16.5K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
671+ 7.63% |
$46.6K - $56K
|
9.47K
$756K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
663New |
$46K - $55.3K
|
663
$52.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
650+ 10.7% |
$45.1K - $54.2K
|
6.73K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
644+ 0.3% |
$44.7K - $53.7K
|
216K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
636+ 1.09% |
$44.2K - $53.1K
|
59.1K
$4.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
628New |
$43.6K - $52.4K
|
628
$50.1K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
628+ 5.97% |
$43.6K - $52.4K
|
11.1K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
625+ 2.23% |
$43.4K - $52.1K
|
28.6K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
623+ 12.72% |
$43.3K - $52K
|
5.52K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
612+ 2.68% |
$42.5K - $51.1K
|
23.4K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
601+ 0.87% |
$41.7K - $50.1K
|
70.1K
$5.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
600New |
$41.7K - $50.1K
|
600
$47.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
600New |
$41.7K - $50.1K
|
600
$47.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
584+ 5.23% |
$40.5K - $48.7K
|
11.7K
$938K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
582+ 18.95% |
$40.4K - $48.6K
|
3.65K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
575+ 18.04% |
$39.9K - $48K
|
3.76K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
574+ 0.65% |
$39.9K - $47.9K
|
88.5K
$7.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
564+ 17.13% |
$39.2K - $47.1K
|
3.86K
$308K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
561+ 409.49% |
$39K - $46.8K
|
698
$55.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
550+ 2.26% |
$38.2K - $45.9K
|
24.9K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
545+ 17.37% |
$37.8K - $45.5K
|
3.68K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
545+ 8.08% |
$37.8K - $45.5K
|
7.29K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
539+ 5.49% |
$37.4K - $45K
|
10.3K
$826K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
538+ 14.15% |
$37.4K - $44.9K
|
4.34K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
534New |
$37.1K - $44.6K
|
534
$42.6K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
533+ 8.14% |
$37K - $44.5K
|
7.08K
$566K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
532+ 5.46% |
$36.9K - $44.4K
|
10.3K
$820K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
510+ 2.73% |
$35.4K - $42.5K
|
19.2K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
506+ 5.82% |
$35.1K - $42.2K
|
9.19K
$734K
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
BUY
|
- |
500+ 17.39% |
$34.7K - $41.7K
|
3.38K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
489+ 6.28% |
$34K - $40.8K
|
8.28K
$661K
|