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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
283+ 4.16% |
$19.6K - $23.6K
|
7.09K
$566K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
272New |
$18.9K - $22.7K
|
272
$21.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
267+ 3.51% |
$18.5K - $22.3K
|
7.86K
$628K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
266+ 0.43% |
$18.5K - $22.2K
|
61.8K
$4.94M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
266+ 0.43% |
$18.5K - $22.2K
|
61.8K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
BUY
|
- |
265+ 1.74% |
$18.4K - $22.1K
|
15.5K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
260+ 0.98% |
$18.1K - $21.7K
|
26.7K
$2.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
255+ 10.08% |
$17.7K - $21.3K
|
2.79K
$222K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
254+ 8.29% |
$17.6K - $21.2K
|
3.32K
$265K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
252+ 14.49% |
$17.5K - $21K
|
1.99K
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
252+ 0.88% |
$17.5K - $21K
|
29K
$2.31M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
250+ 2.28% |
$17.4K - $20.9K
|
11.2K
$897K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
250+ 22.03% |
$17.4K - $20.9K
|
1.39K
$111K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
245+ 0.93% |
$17K - $20.4K
|
26.5K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
242+ 4.59% |
$16.8K - $20.2K
|
5.52K
$441K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
242New |
$16.8K - $20.2K
|
242
$19.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
237+ 4.05% |
$16.5K - $19.8K
|
6.09K
$487K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
230+ 100.0% |
$16K - $19.2K
|
460
$36.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
228+ 6.64% |
$15.8K - $19K
|
3.66K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
228+ 4.08% |
$15.8K - $19K
|
5.81K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
213New |
$14.8K - $17.8K
|
213
$17K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
212+ 3.62% |
$14.7K - $17.7K
|
6.07K
$485K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
208+ 1.57% |
$14.4K - $17.4K
|
13.5K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
205+ 0.17% |
$14.2K - $17.1K
|
119K
$9.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
205New |
$14.2K - $17.1K
|
205
$16.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
200New |
$13.9K - $16.7K
|
200
$16K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
198+ 1.91% |
$13.7K - $16.5K
|
10.6K
$846K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
197+ 1.85% |
$13.7K - $16.4K
|
10.9K
$868K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
195+ 41.14% |
$13.5K - $16.3K
|
669
$53.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
194+ 2.1% |
$13.5K - $16.2K
|
9.41K
$752K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
191+ 2.51% |
$13.3K - $15.9K
|
7.81K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
187New |
$13K - $15.6K
|
187
$14.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
174+ 30.69% |
$12.1K - $14.5K
|
741
$59.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
169+ 1.51% |
$11.7K - $14.1K
|
11.3K
$905K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
165+ 4.75% |
$11.5K - $13.8K
|
3.64K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
164+ 4.89% |
$11.4K - $13.7K
|
3.52K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
164+ 52.06% |
$11.4K - $13.7K
|
479
$38.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164+ 7.16% |
$11.4K - $13.7K
|
2.46K
$196K
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
BUY
|
- |
155+ 0.96% |
$10.8K - $12.9K
|
16.2K
$1.3M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
154+ 81.91% |
$10.7K - $12.8K
|
342
$27.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
153+ 9.67% |
$10.6K - $12.8K
|
1.74K
$139K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
152+ 3.27% |
$10.6K - $12.7K
|
4.81K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
147+ 9.55% |
$10.2K - $12.3K
|
1.69K
$135K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
145New |
$10.1K - $12.1K
|
145
$11.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
142+ 0.27% |
$9.86K - $11.8K
|
53K
$4.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
140+ 0.91% |
$9.72K - $11.7K
|
15.5K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
139+ 3.76% |
$9.65K - $11.6K
|
3.84K
$307K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
134+ 0.05% |
$9.3K - $11.2K
|
282K
$22.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
132+ 4.31% |
$9.16K - $11K
|
3.19K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
129+ 1.93% |
$8.96K - $10.8K
|
6.81K
$544K
|