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
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 60.61% |
$2.78K - $3.34K
|
26
$2.28K
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-40- 1.43% |
$2.78K - $3.34K
|
2.77K
$243K
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-42- 1.09% |
$2.92K - $3.5K
|
3.82K
$336K
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-44- 34.92% |
$3.05K - $3.67K
|
82
$7.2K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-44- 0.33% |
$3.05K - $3.67K
|
13.4K
$1.17M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-45- 13.72% |
$3.12K - $3.75K
|
283
$24.9K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-47- 1.46% |
$3.26K - $3.92K
|
3.16K
$278K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 3.19% |
$3.47K - $4.17K
|
1.52K
$133K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-54- 1.64% |
$3.75K - $4.51K
|
3.24K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-54- 0.77% |
$3.75K - $4.51K
|
6.93K
$609K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-56- 0.98% |
$3.89K - $4.67K
|
5.68K
$499K
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-60- 0.44% |
$4.17K - $5.01K
|
13.7K
$1.21M
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-60- 1.89% |
$4.17K - $5.01K
|
3.12K
$274K
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-60- 0.05% |
$4.17K - $5.01K
|
130K
$11.4M
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-61- 6.15% |
$4.24K - $5.09K
|
931
$81.8K
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-63- 2.37% |
$4.37K - $5.26K
|
2.6K
$228K
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-64- 2.49% |
$4.44K - $5.34K
|
2.5K
$220K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-65- 20.63% |
$4.51K - $5.42K
|
250
$22K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-65- 20.63% |
$4.51K - $5.42K
|
250
$22K
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-67- 0.1% |
$4.65K - $5.59K
|
65.3K
$5.74M
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-67- 1.82% |
$4.65K - $5.59K
|
3.62K
$318K
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-69- 0.99% |
$4.79K - $5.76K
|
6.92K
$608K
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-71- 1.59% |
$4.93K - $5.92K
|
4.4K
$386K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-72- 14.75% |
$5K - $6.01K
|
416
$36.5K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73- 18.91% |
$5.07K - $6.09K
|
313
$27.5K
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-75- 0.99% |
$5.21K - $6.26K
|
7.54K
$662K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-75- 2.33% |
$5.21K - $6.26K
|
3.14K
$276K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-76- 0.39% |
$5.28K - $6.34K
|
19.4K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-77- 1.3% |
$5.35K - $6.42K
|
5.84K
$513K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-79- 2.52% |
$5.48K - $6.59K
|
3.06K
$269K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 77.36% |
$5.69K - $6.84K
|
24
$2.11K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-84- 1.6% |
$5.83K - $7.01K
|
5.17K
$454K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-85- 4.66% |
$5.9K - $7.09K
|
1.74K
$153K
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-86- 12.7% |
$5.97K - $7.17K
|
591
$51.9K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-87- 10.06% |
$6.04K - $7.26K
|
778
$68.3K
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-89- 0.9% |
$6.18K - $7.43K
|
9.81K
$862K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-89- 77.39% |
$6.18K - $7.43K
|
26
$2.28K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 3.85% |
$6.25K - $7.51K
|
2.25K
$198K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-90- 0.65% |
$6.25K - $7.51K
|
13.7K
$1.2M
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-93- 0.09% |
$6.46K - $7.76K
|
101K
$8.86M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-94- 0.13% |
$6.53K - $7.84K
|
72K
$6.32M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-95- 0.42% |
$6.6K - $7.93K
|
22.4K
$1.97M
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-95- 2.18% |
$6.6K - $7.93K
|
4.26K
$374K
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-97- 2.53% |
$6.73K - $8.09K
|
3.73K
$328K
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-99- 0.56% |
$6.87K - $8.26K
|
17.5K
$1.53M
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 3.49% |
$6.94K - $8.34K
|
2.77K
$243K
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-102- 2.47% |
$7.08K - $8.51K
|
4.02K
$353K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-103- 1.2% |
$7.15K - $8.59K
|
8.51K
$748K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-106- 1.48% |
$7.36K - $8.84K
|
7.08K
$622K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-110- 50.0% |
$7.64K - $9.18K
|
110
$9.66K
|