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 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-570- 4.61% |
$39.6K - $47.6K
|
11.8K
$941K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-574- 52.61% |
$39.9K - $47.9K
|
517
$41.3K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-589- 8.66% |
$40.9K - $49.1K
|
6.22K
$496K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-593- 9.68% |
$41.2K - $49.5K
|
5.53K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.16% |
$41.7K - $50.1K
|
364K
$29.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-613- 3.97% |
$42.6K - $51.1K
|
14.8K
$1.18M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-613- 7.09% |
$42.6K - $51.1K
|
8.03K
$641K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-615- 5.21% |
$42.7K - $51.3K
|
11.2K
$894K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-618- 0.47% |
$42.9K - $51.6K
|
132K
$10.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-622- 4.81% |
$43.2K - $51.9K
|
12.3K
$982K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-625- 11.32% |
$43.4K - $52.1K
|
4.89K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-625- 5.68% |
$43.4K - $52.1K
|
10.4K
$828K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-635- 10.38% |
$44.1K - $53K
|
5.48K
$438K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-639- 2.06% |
$44.4K - $53.3K
|
30.3K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-640- 5.12% |
$44.4K - $53.4K
|
11.9K
$948K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-641- 20.36% |
$44.5K - $53.5K
|
2.51K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-641- 8.38% |
$44.5K - $53.5K
|
7K
$559K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-641- 8.38% |
$44.5K - $53.5K
|
7K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-642- 7.35% |
$44.6K - $53.6K
|
8.09K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-643- 1.77% |
$44.6K - $53.6K
|
35.6K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-649- 1.03% |
$45.1K - $54.1K
|
62.2K
$4.97M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-650- 2.14% |
$45.1K - $54.2K
|
29.8K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-650- 18.27% |
$45.1K - $54.2K
|
2.91K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-650- 3.75% |
$45.1K - $54.2K
|
16.7K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-660- 4.81% |
$45.8K - $55.1K
|
13.1K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-661- 3.26% |
$45.9K - $55.1K
|
19.6K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-667- 2.99% |
$46.3K - $55.6K
|
21.6K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-668- 14.8% |
$46.4K - $55.7K
|
3.84K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-668- 2.85% |
$46.4K - $55.7K
|
22.8K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-671- 0.19% |
$46.6K - $56K
|
355K
$28.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-677- 0.12% |
$47K - $56.5K
|
580K
$46.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-678- 3.54% |
$47.1K - $56.6K
|
18.5K
$1.47M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-681- 58.06% |
$47.3K - $56.8K
|
492
$39.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-684- 3.07% |
$47.5K - $57.1K
|
21.6K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-687- 1.97% |
$47.7K - $57.3K
|
34.2K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-689- 4.68% |
$47.8K - $57.5K
|
14K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-697- 10.65% |
$48.4K - $58.2K
|
5.85K
$467K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-697- 92.81% |
$48.4K - $58.2K
|
54
$4.31K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-700- 20.01% |
$48.6K - $58.4K
|
2.8K
$223K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-705- 7.25% |
$48.9K - $58.8K
|
9.02K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-711- 2.79% |
$49.4K - $59.3K
|
24.8K
$1.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-715- 6.05% |
$49.6K - $59.7K
|
11.1K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-722- 2.13% |
$50.1K - $60.2K
|
33.2K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-730- 9.11% |
$50.7K - $60.9K
|
7.28K
$582K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-731- 4.95% |
$50.8K - $61K
|
14K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-733- 10.56% |
$50.9K - $61.2K
|
6.21K
$496K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-749- 4.82% |
$52K - $62.5K
|
14.8K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-751- 9.7% |
$52.1K - $62.7K
|
6.99K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-764- 18.18% |
$53K - $63.7K
|
3.44K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-765- 1.99% |
$53.1K - $63.8K
|
37.7K
$3.01M
|