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 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
129New |
$8.96K - $10.8K
|
129
$10.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
128+ 1.02% |
$8.89K - $10.7K
|
12.6K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
126+ 1.8% |
$8.75K - $10.5K
|
7.13K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
120+ 2.65% |
$8.33K - $10K
|
4.66K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
117+ 14.46% |
$8.12K - $9.76K
|
926
$74K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
116+ 4.83% |
$8.05K - $9.68K
|
2.52K
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
116+ 4.47% |
$8.05K - $9.68K
|
2.71K
$216K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
116New |
$8.05K - $9.68K
|
116
$9.26K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
115New |
$7.98K - $9.59K
|
115
$9.19K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
114+ 2.96% |
$7.92K - $9.51K
|
3.96K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
110+ 2.0% |
$7.64K - $9.18K
|
5.61K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
109+ 0.11% |
$7.57K - $9.09K
|
103K
$8.21M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
104+ 1.07% |
$7.22K - $8.68K
|
9.8K
$782K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
102New |
$7.08K - $8.51K
|
102
$8.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
102+ 3.83% |
$7.08K - $8.51K
|
2.77K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
101+ 7.45% |
$7.01K - $8.43K
|
1.46K
$116K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
100+ 1.14% |
$6.94K - $8.34K
|
8.89K
$710K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 2.83% |
$6.94K - $8.34K
|
3.64K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100New |
$6.94K - $8.34K
|
100
$7.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$6.94K - $8.34K
|
100
$7.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
100New |
$6.94K - $8.34K
|
100
$7.99K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
98+ 1.12% |
$6.8K - $8.18K
|
8.85K
$707K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
95+ 1.45% |
$6.6K - $7.93K
|
6.63K
$529K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
88New |
$6.11K - $7.34K
|
88
$7.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
87New |
$6.04K - $7.26K
|
87
$6.95K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
86New |
$5.97K - $7.17K
|
86
$6.87K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
84New |
$5.83K - $7.01K
|
84
$6.71K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
84New |
$5.83K - $7.01K
|
84
$6.71K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
82+ 0.86% |
$5.69K - $6.84K
|
9.64K
$770K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80+ 2.41% |
$5.55K - $6.67K
|
3.4K
$271K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
78+ 1.93% |
$5.42K - $6.51K
|
4.13K
$330K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
78+ 1.93% |
$5.42K - $6.51K
|
4.13K
$330K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
77+ 0.16% |
$5.35K - $6.42K
|
47.4K
$3.79M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
76New |
$5.28K - $6.34K
|
76
$6.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 0.59% |
$5.21K - $6.26K
|
12.8K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
72+ 0.76% |
$5K - $6.01K
|
9.52K
$760K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
72+ 0.18% |
$5K - $6.01K
|
39.1K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68+ 37.16% |
$4.72K - $5.67K
|
251
$20K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
64+ 2.2% |
$4.44K - $5.34K
|
2.97K
$237K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
62+ 56.36% |
$4.3K - $5.17K
|
172
$13.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
62New |
$4.3K - $5.17K
|
62
$4.95K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
62New |
$4.3K - $5.17K
|
62
$4.95K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59New |
$4.1K - $4.92K
|
59
$4.71K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
57+ 1.82% |
$3.96K - $4.76K
|
3.19K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
57+ 1.09% |
$3.96K - $4.76K
|
5.28K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
57New |
$3.96K - $4.76K
|
57
$4.55K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
55+ 1.63% |
$3.82K - $4.59K
|
3.43K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
54+ 1.76% |
$3.75K - $4.51K
|
3.12K
$250K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
52+ 0.73% |
$3.61K - $4.34K
|
7.16K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
51+ 3.42% |
$3.54K - $4.25K
|
1.54K
$123K
|