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 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
50+ 1.75% |
$3.47K - $4.17K
|
2.91K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
50+ 0.46% |
$3.47K - $4.17K
|
11K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
48New |
$3.33K - $4K
|
48
$3.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
45+ 0.65% |
$3.12K - $3.75K
|
6.92K
$553K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
44+ 2.2% |
$3.05K - $3.67K
|
2.04K
$163K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
43New |
$2.99K - $3.59K
|
43
$3.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 8.92% |
$2.92K - $3.5K
|
513
$41K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
40+ 0.36% |
$2.78K - $3.34K
|
11K
$882K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
40+ 0.36% |
$2.78K - $3.34K
|
11K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
40+ 0.65% |
$2.78K - $3.34K
|
6.2K
$495K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
40New |
$2.78K - $3.34K
|
40
$3.19K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
38New |
$2.64K - $3.17K
|
38
$3.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
37New |
$2.57K - $3.09K
|
37
$2.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
37+ 0.41% |
$2.57K - $3.09K
|
8.96K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
36+ 1.35% |
$2.5K - $3K
|
2.71K
$216K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
36New |
$2.5K - $3K
|
36
$2.88K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34+ 1.09% |
$2.36K - $2.84K
|
3.16K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.22% |
$2.29K - $2.75K
|
15.2K
$1.21M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
33New |
$2.29K - $2.75K
|
33
$2.64K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32+ 8.0% |
$2.22K - $2.67K
|
432
$34.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
31+ 0.54% |
$2.15K - $2.59K
|
5.81K
$464K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
30+ 0.19% |
$2.08K - $2.5K
|
15.8K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
30New |
$2.08K - $2.5K
|
30
$2.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
30New |
$2.08K - $2.5K
|
30
$2.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
27+ 0.07% |
$1.87K - $2.25K
|
36.9K
$2.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
26+ 0.69% |
$1.81K - $2.17K
|
3.79K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
26+ 0.65% |
$1.81K - $2.17K
|
4.01K
$320K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$1.74K - $2.09K
|
25
$2K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$1.67K - $2K
|
24
$1.92K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
21+ 1.32% |
$1.46K - $1.75K
|
1.61K
$129K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
21+ 0.06% |
$1.46K - $1.75K
|
34.4K
$2.75M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
20New |
$1.39K - $1.67K
|
20
$1.6K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
18+ 0.22% |
$1.25K - $1.5K
|
8.1K
$647K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
17+ 0.26% |
$1.18K - $1.42K
|
6.61K
$528K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16+ 0.19% |
$1.11K - $1.33K
|
8.36K
$667K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16+ 0.25% |
$1.11K - $1.33K
|
6.48K
$518K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
16New |
$1.11K - $1.33K
|
16
$1.28K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
15+ 0.03% |
$1.04K - $1.25K
|
59.1K
$4.72M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
14+ 0.92% |
$972 - $1.17K
|
1.53K
$123K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13+ 1.23% |
$903 - $1.08K
|
1.07K
$85.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.78% |
$903 - $1.08K
|
744
$59.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12+ 0.06% |
$833 - $1K
|
19.6K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$694 - $834
|
10
$799
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6+ 0.1% |
$417 - $501
|
6.08K
$486K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.03% |
$417 - $501
|
18.1K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$347 - $417
|
18.3K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 0.82% |
$278 - $334
|
489
$39.1K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
2+ 0.01% |
$139 - $167
|
19.1K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.98% |
$139 - $167
|
207
$16.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 1.3% |
$139 - $167
|
156
$12.5K
|