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 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-767- 3.93% |
$53.3K - $64K
|
18.8K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-775- 0.4% |
$53.8K - $64.7K
|
193K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-780- 46.9% |
$54.2K - $65.1K
|
883
$77.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-781- 0.54% |
$54.2K - $65.2K
|
144K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-795- 6.52% |
$55.2K - $66.3K
|
11.4K
$1M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-800- 2.47% |
$55.5K - $66.7K
|
31.6K
$2.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-803- 0.23% |
$55.8K - $67K
|
349K
$30.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-806- 19.97% |
$56K - $67.2K
|
3.23K
$284K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-807- 14.23% |
$56K - $67.3K
|
4.86K
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-810- 48.85% |
$56.2K - $67.6K
|
848
$74.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-824- 6.84% |
$57.2K - $68.7K
|
11.2K
$985K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-826- 4.24% |
$57.3K - $68.9K
|
18.7K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-827- 21.97% |
$57.4K - $69K
|
2.94K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-832- 2.08% |
$57.8K - $69.4K
|
39.2K
$3.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-833- 8.66% |
$57.8K - $69.5K
|
8.78K
$771K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-845- 4.59% |
$58.7K - $70.5K
|
17.6K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-846- 2.22% |
$58.7K - $70.6K
|
37.2K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-846- 13.98% |
$58.7K - $70.6K
|
5.2K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-865- 6.49% |
$60.1K - $72.2K
|
12.5K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-880- 11.73% |
$61.1K - $73.4K
|
6.62K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-880- 64.42% |
$61.1K - $73.4K
|
486
$42.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-888- 3.05% |
$61.7K - $74.1K
|
28.2K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-900- 2.97% |
$62.5K - $75.1K
|
29.4K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-902- 14.18% |
$62.6K - $75.3K
|
5.46K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-905- 25.45% |
$62.8K - $75.5K
|
2.65K
$233K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-914- 37.02% |
$63.5K - $76.3K
|
1.56K
$137K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-914- 37.02% |
$63.5K - $76.3K
|
1.56K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-915- 8.74% |
$63.5K - $76.3K
|
9.55K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-915- 1.95% |
$63.5K - $76.3K
|
45.9K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-917- 1.67% |
$63.7K - $76.5K
|
54.2K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-923- 14.87% |
$64.1K - $77K
|
5.29K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-925- 60.22% |
$64.2K - $77.2K
|
611
$53.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-928- 3.46% |
$64.4K - $77.4K
|
25.9K
$2.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-937- 7.36% |
$65.1K - $78.2K
|
11.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-937- 7.36% |
$65.1K - $78.2K
|
11.8K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-940- 9.49% |
$65.3K - $78.4K
|
8.96K
$787K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-950- 2.12% |
$66K - $79.3K
|
43.9K
$3.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-956- 18.44% |
$66.4K - $79.8K
|
4.23K
$371K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-957- 2.0% |
$66.4K - $79.8K
|
46.9K
$4.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-958- 12.76% |
$66.5K - $79.9K
|
6.55K
$575K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-961- 9.33% |
$66.7K - $80.2K
|
9.34K
$820K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-963- 13.41% |
$66.9K - $80.3K
|
6.22K
$546K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-964- 63.46% |
$66.9K - $80.4K
|
555
$48.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-966- 23.73% |
$67.1K - $80.6K
|
3.1K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-968- 0.98% |
$67.2K - $80.8K
|
98K
$8.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-984- 25.48% |
$68.3K - $82.1K
|
2.88K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-992- 22.42% |
$68.9K - $82.8K
|
3.43K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-994- 1.53% |
$69K - $82.9K
|
64.1K
$5.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1K- 5.26% |
$69.4K - $83.4K
|
18K
$1.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.01K- 9.94% |
$70.3K - $84.5K
|
9.18K
$807K
|