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 |
---|---|---|---|---|---|---|---|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.16% |
$836 - $902
|
1.86K
$545K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
87+ 0.92% |
$24.2K - $26.1K
|
9.55K
$2.81M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
14+ 1.69% |
$3.9K - $4.21K
|
843
$248K
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-131- 42.39% |
$36.5K - $39.4K
|
178
$52.3K
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.28% |
$1.95K - $2.1K
|
2.51K
$738K
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
840New |
$234K - $252K
|
840
$247K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.6% |
$1.11K - $1.2K
|
150
$44.1K
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2- 0.26% |
$557 - $601
|
773
$227K
|
|
Q4 2023 | |||||||
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
170+ 7.07% |
$41.9K - $50.4K
|
2.58K
$757K
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
686New |
$169K - $203K
|
686
$202K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-295- 2.43% |
$72.6K - $87.5K
|
11.9K
$3.48M
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 15.36% |
$49.2K - $59.3K
|
1.5K
$441K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3- 0.12% |
$739 - $890
|
2.44K
$718K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
116New |
$28.6K - $34.4K
|
116
$34.1K
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
746New |
$184K - $221K
|
746
$219K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132+ 49.25% |
$32.5K - $39.1K
|
400
$118K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$4.43K - $5.34K
|
6.59K
$1.94M
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.77% |
$739 - $890
|
392
$115K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2- 0.25% |
$492 - $593
|
802
$236K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-153Closed |
$37.7K - $45.4K
|
0
$0
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$1.97K - $2.37K
|
8
$2.35K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$36.9K - $44.5K
|
150
$44.1K
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.55KNew |
$628K - $756K
|
2.55K
$749K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
781+ 619.84% |
$192K - $232K
|
907
$267K
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.22KNew |
$300K - $361K
|
1.22K
$358K
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
893+ 100.9% |
$220K - $265K
|
1.78K
$522K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
153New |
$37.7K - $45.4K
|
153
$45K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
568New |
$140K - $168K
|
568
$167K
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-102- 44.93% |
$25.1K - $30.2K
|
125
$36.7K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.48K - $1.78K
|
6
$1.76K
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
200KNew |
$49.3M - $59.4M
|
200K
$58.9M
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$49.2M - $59.3M
|
200K
$58.8M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
321New |
$79K - $95.2K
|
321
$94.3K
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-109- 6.96% |
$26.8K - $32.3K
|
1.46K
$428K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
292New |
$71.9K - $86.6K
|
292
$85.8K
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
739New |
$182K - $219K
|
739
$217K
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
757New |
$186K - $224K
|
757
$222K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-665- 22.66% |
$164K - $197K
|
2.27K
$667K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.88KNew |
$463K - $557K
|
1.88K
$552K
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-37- 2.23% |
$9.11K - $11K
|
1.62K
$476K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
349New |
$85.9K - $103K
|
349
$103K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
302New |
$74.3K - $89.5K
|
302
$88.7K
|
|
Feb 14, 2024
Q4 2023
|
Joho Capital LLC
New York, NY |
BUY
|
- |
4.2KNew |
$1.03M - $1.25M
|
4.2K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
796New |
$196K - $236K
|
796
$234K
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
9.7KNew |
$2.39M - $2.88M
|
9.7K
$2.85M
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.88KNew |
$463K - $557K
|
1.88K
$552K
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 7.58% |
$7.39K - $8.9K
|
426
$125K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
948New |
$233K - $281K
|
948
$279K
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-400- 2.17% |
$98.5K - $119K
|
18K
$5.3M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.37% |
$246 - $297
|
268
$78.8K
|