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 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2New |
$139 - $167
|
2
$176
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 18.18% |
$139 - $167
|
13
$1.14K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$69.4 - $83.4
|
2.65K
$233K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.92% |
$69.4 - $83.4
|
110
$9.66K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$69.4 - $83.4
|
1.01K
$88.3K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 0.81% |
$69.4 - $83.4
|
125
$11K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.11% |
$69.4 - $83.4
|
950
$83.4K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 0.64% |
$69.4 - $83.4
|
155
$13.6K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2- 0.01% |
$139 - $167
|
13.3K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2- 0.04% |
$139 - $167
|
4.78K
$420K
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$347 - $417
|
4.48K
$393K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-5- 3.57% |
$347 - $417
|
135
$11.9K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6- 0.55% |
$417 - $501
|
1.08K
$94.5K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 11.11% |
$417 - $501
|
48
$4.22K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-8- 3.56% |
$555 - $667
|
217
$19.1K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-12- 0.05% |
$833 - $1K
|
24K
$2.11M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-12- 0.07% |
$833 - $1K
|
16.5K
$1.45M
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-14- 0.69% |
$972 - $1.17K
|
2.03K
$178K
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-17- 0.48% |
$1.18K - $1.42K
|
3.5K
$308K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-19- 5.15% |
$1.32K - $1.59K
|
350
$30.7K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-19- 0.15% |
$1.32K - $1.59K
|
12.6K
$1.11M
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 37.74% |
$1.39K - $1.67K
|
33
$2.9K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-21- 2.16% |
$1.46K - $1.75K
|
951
$83.5K
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-21- 0.35% |
$1.46K - $1.75K
|
5.94K
$522K
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.42% |
$1.46K - $1.75K
|
4.95K
$435K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-22- 0.43% |
$1.53K - $1.84K
|
5.05K
$444K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-22- 1.52% |
$1.53K - $1.84K
|
1.43K
$125K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-23- 0.04% |
$1.6K - $1.92K
|
55.3K
$4.86M
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 0.97% |
$1.74K - $2.09K
|
2.55K
$224K
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-25- 0.36% |
$1.74K - $2.09K
|
6.83K
$600K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-26- 0.54% |
$1.81K - $2.17K
|
4.78K
$420K
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28- 0.93% |
$1.94K - $2.34K
|
2.98K
$261K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-29- 87.88% |
$2.01K - $2.42K
|
4
$351
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29- 0.2% |
$2.01K - $2.42K
|
14.2K
$1.24M
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-29- 18.47% |
$2.01K - $2.42K
|
128
$11.2K
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.03% |
$2.08K - $2.5K
|
109K
$9.6M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-31- 4.61% |
$2.15K - $2.59K
|
642
$56.4K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-32- 0.07% |
$2.22K - $2.67K
|
45.8K
$4.02M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-32- 9.64% |
$2.22K - $2.67K
|
300
$26.4K
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-34- 0.03% |
$2.36K - $2.84K
|
98.8K
$8.68M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 2.92% |
$2.5K - $3K
|
1.2K
$105K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-36- 0.76% |
$2.5K - $3K
|
4.68K
$411K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36- 1.04% |
$2.5K - $3K
|
3.43K
$301K
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-37- 3.05% |
$2.57K - $3.09K
|
1.18K
$103K
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-38- 22.35% |
$2.64K - $3.17K
|
132
$11.6K
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-40- 0.92% |
$2.78K - $3.34K
|
4.3K
$378K
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-40- 0.66% |
$2.78K - $3.34K
|
5.98K
$526K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-40- 0.36% |
$2.78K - $3.34K
|
11.1K
$971K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 4.36% |
$2.78K - $3.34K
|
878
$77.1K
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-40- 1.03% |
$2.78K - $3.34K
|
3.86K
$339K
|