MDT icon

Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
GIS
2001
Grayhawk Investment Strategies
Alberta, Canada
$11.4K – – –
GFPC
2002
Global Financial Private Client
Florida
$11.4K +$8.83K +105 +477%
BWP
2003
Baldwin Wealth Partners
Massachusetts
$11.3K -$1.18K -14 -10%
PWMG
2004
Private Wealth Management Group
New Jersey
$11.3K – – –
MIA
2005
MeadowBrook Investment Advisors
Michigan
$11.2K – – –
AW
2006
Avion Wealth
Texas
$11K +$84 +1 +0.8%
WOSD
2007
WFA of San Diego
California
$10.8K – – –
SWM
2008
Sanctuary Wealth Management
Idaho
$10.7K – – –
TCG
2009
Transcendent Capital Group
Oklahoma
$10.4K – – –
PP
2010
PFS Partners
New Jersey
$10.2K +$84 +1 +0.9%
IRAG
2011
Investment Research & Advisory Group
Georgia
$9.81K – – –
NMM
2012
Naples Money Management
Florida
$9.81K +$2.1K +25 +30%
GCM
2013
Gables Capital Management
Florida
$9.27K -$15.6K -186 -64%
BFS
2014
Burkett Financial Services
South Carolina
$9K – – –
CAM
2015
Creekmur Asset Management
Illinois
$9K – – –
APW
2016
Atlantic Private Wealth
North Carolina
$9K +$8.41K +100 New
FIM
2017
FWL Investment Management
Texas
$9K +$8.41K +100 New
PAI
2018
Pittenger & Anderson Inc
Nebraska
$9K +$8.41K +100 New
PCM
2019
Penserra Capital Management
California
$9K – – –
SC
2020
Swan Capital
Florida
$8.64K -$22.7K -270 -74%
HF
2021
Halpern Financial
Virginia
$8.47K – – –
PCWA
2022
Pacific Capital Wealth Advisors
California
$8.28K -$17.1K -203 -69%
AWM
2023
Atticus Wealth Management
Florida
$8.1K -$673 -8 -8%
CJ
2024
Caitlin John
Michigan
$7.96K +$6.65K +79 +718%
FDCP
2025
Foster Dykema Cabot & Partners
Massachusetts
$7.62K +$7.07K +84 New
79 80
81
82 83