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 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.57KNew |
$317K - $381K
|
4.57K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.52KNew |
$314K - $377K
|
4.52K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.52K+ 18.81% |
$314K - $377K
|
28.5K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.39KNew |
$305K - $366K
|
4.39K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.37K+ 19.56% |
$303K - $364K
|
26.7K
$2.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.33K+ 15.55% |
$301K - $361K
|
32.2K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.32K+ 12.49% |
$300K - $360K
|
38.9K
$3.12M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.31KNew |
$299K - $360K
|
4.31K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$296K - $356K
|
4.27K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.25K+ 11491.89% |
$295K - $355K
|
4.29K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
4.24K+ 32.18% |
$294K - $354K
|
17.4K
$1.4M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.23KNew |
$294K - $353K
|
4.23K
$339K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.16K+ 7.7% |
$289K - $347K
|
58.2K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.11K+ 50.55% |
$285K - $343K
|
12.2K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.11KNew |
$285K - $342K
|
4.11K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.07KNew |
$283K - $340K
|
4.07K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4KNew |
$278K - $334K
|
4K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.95K+ 13.39% |
$274K - $330K
|
33.4K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.93K+ 20.68% |
$273K - $328K
|
23K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
3.92K+ 5.86% |
$272K - $327K
|
70.7K
$5.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.85K+ 26.14% |
$268K - $322K
|
18.6K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.82KNew |
$265K - $318K
|
3.82K
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.78KNew |
$263K - $316K
|
3.78K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.78K+ 66.98% |
$262K - $315K
|
9.42K
$755K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.77KNew |
$262K - $314K
|
3.77K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.74K+ 16.94% |
$259K - $312K
|
25.8K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.71KNew |
$258K - $310K
|
3.71K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.69K+ 17.04% |
$256K - $308K
|
25.3K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.57K+ 4.75% |
$248K - $298K
|
78.7K
$6.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 3.97% |
$247K - $297K
|
93.1K
$7.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.55K+ 28.02% |
$246K - $296K
|
16.2K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.52K+ 22.21% |
$244K - $294K
|
19.4K
$1.55M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.52KNew |
$244K - $294K
|
3.52K
$282K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.46K+ 3.97% |
$240K - $289K
|
90.7K
$7.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.46K+ 5086.76% |
$240K - $289K
|
3.53K
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.43KNew |
$238K - $286K
|
3.43K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.42KNew |
$237K - $285K
|
3.42K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.41K+ 22.82% |
$237K - $285K
|
18.4K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.41KNew |
$237K - $284K
|
3.41K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.38KNew |
$235K - $282K
|
3.38K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.36K+ 109.58% |
$234K - $281K
|
6.43K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 5.67% |
$229K - $276K
|
61.6K
$4.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.27K+ 6.05% |
$227K - $273K
|
57.3K
$4.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 109.23% |
$227K - $272K
|
6.26K
$502K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 109.23% |
$227K - $272K
|
6.26K
$502K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.25KNew |
$226K - $271K
|
3.25K
$261K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.24K+ 96.6% |
$225K - $270K
|
6.58K
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.23KNew |
$224K - $270K
|
3.23K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.21K+ 13.95% |
$223K - $268K
|
26.2K
$2.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.2KNew |
$222K - $267K
|
3.2K
$257K
|