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 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-3.02K- 4.84% |
$210K - $252K
|
59.4K
$4.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.03K- 30.69% |
$210K - $253K
|
6.84K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.04K- 0.89% |
$211K - $254K
|
338K
$27.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-3.06K- 42.89% |
$212K - $255K
|
4.07K
$330K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.06K- 17.74% |
$212K - $255K
|
14.2K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.07K- 35.72% |
$213K - $256K
|
5.52K
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.07K- 1.68% |
$213K - $256K
|
180K
$14.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.08K- 0.4% |
$214K - $257K
|
774K
$62.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.09K- 18.14% |
$215K - $258K
|
14K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-3.15K- 3.99% |
$219K - $263K
|
75.7K
$6.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-3.15K- 32.73% |
$219K - $263K
|
6.48K
$524K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.17K- 14.17% |
$220K - $265K
|
19.2K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.17K- 2.49% |
$220K - $265K
|
124K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.18K- 25.89% |
$221K - $265K
|
9.11K
$737K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-3.19K- 2.32% |
$221K - $266K
|
134K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-3.19K- 17.45% |
$221K - $266K
|
15.1K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.25K- 2.28% |
$225K - $271K
|
139K
$11.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.27K- 9.16% |
$227K - $273K
|
32.4K
$2.62M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.27K- 20.01% |
$227K - $273K
|
13.1K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.27K- 1.0% |
$227K - $273K
|
323K
$26.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-3.28K- 13.61% |
$228K - $274K
|
20.8K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.32K- 32.12% |
$230K - $277K
|
7.01K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.33K- 19.3% |
$231K - $278K
|
13.9K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.36K- 16.2% |
$234K - $281K
|
17.4K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.37K- 21.55% |
$234K - $281K
|
12.3K
$993K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.44K- 37.82% |
$239K - $287K
|
5.66K
$458K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.45K- 24.5% |
$239K - $287K
|
10.6K
$860K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.45K- 18.88% |
$239K - $287K
|
14.8K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.46K- 2.49% |
$240K - $289K
|
135K
$11M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-3.47K- 50.5% |
$241K - $290K
|
3.4K
$275K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.47K- 13.25% |
$241K - $290K
|
22.7K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.51K- 24.21% |
$243K - $292K
|
11K
$888K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.51K- 13.39% |
$243K - $293K
|
22.7K
$1.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.51K- 24.25% |
$244K - $293K
|
11K
$887K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-3.53K- 17.4% |
$245K - $295K
|
16.8K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.56K- 7.43% |
$247K - $297K
|
44.3K
$3.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.59K- 1.92% |
$249K - $300K
|
184K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.6K- 0.41% |
$250K - $300K
|
877K
$71M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.63K- 54.33% |
$252K - $303K
|
3.05K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.64K- 23.9% |
$253K - $304K
|
11.6K
$939K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.64KClosed |
$253K - $304K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.67K- 21.99% |
$255K - $306K
|
13K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-3.68K- 40.11% |
$255K - $307K
|
5.49K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.71K- 50.07% |
$257K - $309K
|
3.7K
$299K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.71K- 50.07% |
$257K - $309K
|
3.7K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.86K- 34.55% |
$268K - $322K
|
7.32K
$592K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.88K- 57.01% |
$269K - $323K
|
2.92K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.89K- 56.12% |
$270K - $324K
|
3.04K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-3.89K- 35.46% |
$270K - $325K
|
7.08K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.89K- 4.41% |
$270K - $325K
|
84.4K
$6.83M
|