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 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-400- 1.15% |
$27.8K - $33.4K
|
34.5K
$3.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-402- 0.31% |
$27.9K - $33.5K
|
131K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-404- 9.14% |
$28K - $33.7K
|
4.02K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-406- 4.33% |
$28.2K - $33.9K
|
8.97K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-406- 11.48% |
$28.2K - $33.9K
|
3.13K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-410- 6.0% |
$28.5K - $34.2K
|
6.42K
$564K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-410- 17.1% |
$28.5K - $34.2K
|
1.99K
$175K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-412- 13.31% |
$28.6K - $34.4K
|
2.68K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-414- 11.94% |
$28.7K - $34.5K
|
3.05K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-415- 13.42% |
$28.8K - $34.6K
|
2.68K
$235K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-417- 2.27% |
$29K - $34.8K
|
18K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-417- 12.34% |
$29K - $34.8K
|
2.96K
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-424- 1.93% |
$29.4K - $35.4K
|
21.5K
$1.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-436- 1.88% |
$30.3K - $36.4K
|
22.7K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-437- 3.69% |
$30.3K - $36.5K
|
11.4K
$1M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-439- 4.71% |
$30.5K - $36.6K
|
8.89K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-440- 32.0% |
$30.5K - $36.7K
|
935
$82.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-445- 15.21% |
$30.9K - $37.1K
|
2.48K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-449- 4.98% |
$31.2K - $37.5K
|
8.58K
$753K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-455- 3.74% |
$31.6K - $38K
|
11.7K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-457- 6.12% |
$31.7K - $38.1K
|
7.02K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-461- 14.81% |
$32K - $38.5K
|
2.65K
$233K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-465- 56.5% |
$32.3K - $38.8K
|
358
$31.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-470- 6.09% |
$32.6K - $39.2K
|
7.25K
$637K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-470- 2.54% |
$32.6K - $39.2K
|
18K
$1.58M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-471- 16.12% |
$32.7K - $39.3K
|
2.45K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-477- 0.34% |
$33.1K - $39.8K
|
140K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-485- 5.25% |
$33.7K - $40.5K
|
8.75K
$769K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-495- 3.93% |
$34.4K - $41.3K
|
12.1K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-496- 8.41% |
$34.4K - $41.4K
|
5.41K
$475K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-498- 3.66% |
$34.6K - $41.5K
|
13.1K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-500- 5.34% |
$34.7K - $41.7K
|
8.87K
$779K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-500- 13.16% |
$34.7K - $41.7K
|
3.3K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-501- 27.6% |
$34.8K - $41.8K
|
1.31K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-509- 4.93% |
$35.3K - $42.5K
|
9.82K
$862K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-510- 22.63% |
$35.4K - $42.5K
|
1.74K
$153K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-516- 3.44% |
$35.8K - $43K
|
14.5K
$1.27M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-521- 14.13% |
$36.2K - $43.5K
|
3.17K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-526- 4.76% |
$36.5K - $43.9K
|
10.5K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-532- 3.27% |
$36.9K - $44.4K
|
15.7K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-539- 4.59% |
$37.4K - $45K
|
11.2K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-545- 86.92% |
$37.8K - $45.5K
|
82
$7.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-546- 3.04% |
$37.9K - $45.6K
|
17.4K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-553- 17.86% |
$38.4K - $46.1K
|
2.54K
$223K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-555- 3.53% |
$38.5K - $46.3K
|
15.2K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-555- 15.92% |
$38.5K - $46.3K
|
2.93K
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-557- 73.58% |
$38.7K - $46.5K
|
200
$17.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-559- 15.83% |
$38.8K - $46.6K
|
2.97K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-560- 26.64% |
$38.9K - $46.7K
|
1.54K
$135K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-560- 14.12% |
$38.9K - $46.7K
|
3.41K
$299K
|