Latest Institutional Transactions on Mcdonalds Corp (MCD)
This table provides information on the latest institutional transactions involving Mcdonalds Corp (MCD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6- 0.16% |
$1.67K - $1.8K
|
3.69K
$1.08M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.08K+ 8.48% |
$578K - $624K
|
26.6K
$7.81M
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
100New |
$27.9K - $30.1K
|
100
$29.4K
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
150+ 2.48% |
$41.8K - $45.1K
|
6.21K
$1.82M
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-643- 43.68% |
$179K - $193K
|
829
$244K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-445- 11.89% |
$124K - $134K
|
3.3K
$969K
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
881New |
$245K - $265K
|
881
$259K
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-68- 8.61% |
$18.9K - $20.4K
|
722
$212K
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
57+ 7.56% |
$15.9K - $17.1K
|
811
$238K
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-18- 2.19% |
$5.01K - $5.41K
|
804
$236K
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-66- 4.83% |
$18.4K - $19.8K
|
1.3K
$382K
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-29- 3.79% |
$8.08K - $8.72K
|
737
$217K
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.18K- 3.24% |
$328K - $354K
|
35.2K
$10.3M
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.08% |
$279 - $301
|
1.29K
$380K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
30+ 1.17% |
$8.36K - $9.02K
|
2.6K
$764K
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
170+ 3.7% |
$47.4K - $51.1K
|
4.77K
$1.4M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
66+ 24.81% |
$18.4K - $19.8K
|
332
$97.6K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.52K- 72.25% |
$423K - $456K
|
583
$171K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
139+ 6.86% |
$38.7K - $41.8K
|
2.17K
$637K
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
50+ 7.15% |
$13.9K - $15K
|
749
$220K
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-30- 0.97% |
$8.36K - $9.02K
|
3.05K
$897K
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-75- 4.55% |
$20.9K - $22.5K
|
1.57K
$462K
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.09% |
$279 - $301
|
1.11K
$327K
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-109- 11.43% |
$30.4K - $32.8K
|
845
$248K
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-8- 0.71% |
$2.23K - $2.4K
|
1.12K
$330K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
15+ 0.57% |
$4.18K - $4.51K
|
2.66K
$783K
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-341- 29.96% |
$95K - $102K
|
797
$234K
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.56% |
$557 - $601
|
358
$105K
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-133- 5.27% |
$37.1K - $40K
|
2.39K
$702K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5- 0.23% |
$1.39K - $1.5K
|
2.18K
$641K
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-7- 0.64% |
$1.95K - $2.1K
|
1.09K
$319K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-61- 3.34% |
$17K - $18.3K
|
1.77K
$519K
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-40- 0.22% |
$11.1K - $12K
|
18.4K
$5.42M
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-56- 6.08% |
$15.6K - $16.8K
|
865
$254K
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
104+ 14.25% |
$29K - $31.3K
|
834
$245K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.13KNew |
$314K - $339K
|
1.13K
$331K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.4K+ 97.14% |
$947K - $1.02M
|
6.9K
$2.03M
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
44+ 1.9% |
$12.3K - $13.2K
|
2.36K
$692K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
6New |
$1.67K - $1.8K
|
6
$1.76K
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.88K- 60.93% |
$523K - $564K
|
1.2K
$354K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
734New |
$204K - $221K
|
734
$216K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-90- 1.25% |
$25.1K - $27K
|
7.12K
$2.09M
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
10.4K+ 6.73% |
$2.9M - $3.13M
|
165K
$48.5M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
63+ 2.29% |
$17.6K - $18.9K
|
2.82K
$829K
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-301- 26.5% |
$83.9K - $90.5K
|
835
$245K
|
|
Apr 25, 2024
Q1 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.47KNew |
$688K - $742K
|
2.47K
$726K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
693+ 8.13% |
$193K - $208K
|
9.22K
$2.71M
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
454KNew |
$127M - $137M
|
454K
$134M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
83+ 2.6% |
$23.1K - $24.9K
|
3.28K
$964K
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-61- 35.88% |
$17K - $18.3K
|
109
$32K
|