Latest Institutional Purchases of Mcdonalds Corp (MCD)
This list provides information on the latest institutional transactions involving Mcdonalds Corp (MCD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$57.6K - $69.4K
|
234
$69K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
230+ 3.28% |
$56.6K - $68.2K
|
7.24K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
219New |
$53.9K - $64.9K
|
219
$64.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
205New |
$50.5K - $60.8K
|
205
$60.4K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 15.36% |
$49.2K - $59.3K
|
1.5K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
199New |
$49K - $59K
|
199
$58.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
185+ 4.8% |
$45.5K - $54.9K
|
4.04K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
181+ 3.6% |
$44.6K - $53.7K
|
5.22K
$1.54M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
170+ 7.07% |
$41.9K - $50.4K
|
2.58K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
169+ 2.3% |
$41.6K - $50.1K
|
7.51K
$2.21M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
153New |
$37.7K - $45.4K
|
153
$45.1K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$36.9K - $44.5K
|
150
$44.2K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132+ 49.25% |
$32.5K - $39.1K
|
400
$118K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
127+ 4.6% |
$31.3K - $37.7K
|
2.89K
$852K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
116New |
$28.6K - $34.4K
|
116
$34.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
100+ 4.39% |
$24.6K - $29.7K
|
2.38K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
BUY
|
- |
86+ 9.51% |
$21.2K - $25.5K
|
990
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
80New |
$19.7K - $23.7K
|
80
$23.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
56+ 73.68% |
$13.8K - $16.6K
|
132
$38.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
42+ 2.3% |
$10.3K - $12.5K
|
1.87K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
38New |
$9.36K - $11.3K
|
38
$11.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$8.86K - $10.7K
|
36
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35+ 1.39% |
$8.62K - $10.4K
|
2.55K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
35New |
$8.62K - $10.4K
|
35
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
32New |
$7.88K - $9.49K
|
32
$9.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 7.58% |
$7.39K - $8.9K
|
426
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
24+ 3.0% |
$5.91K - $7.12K
|
824
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
22+ 1.28% |
$5.42K - $6.52K
|
1.74K
$512K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
20New |
$4.92K - $5.93K
|
20
$5.9K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$4.43K - $5.34K
|
6.59K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16New |
$3.94K - $4.74K
|
16
$4.72K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
15+ 1.7% |
$3.69K - $4.45K
|
897
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 0.88% |
$3.45K - $4.15K
|
1.61K
$475K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11New |
$2.71K - $3.26K
|
11
$3.24K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9+ 0.6% |
$2.22K - $2.67K
|
1.51K
$445K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
9+ 1.12% |
$2.22K - $2.67K
|
816
$241K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$1.97K - $2.37K
|
8
$2.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.31% |
$1.97K - $2.37K
|
2.57K
$757K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.48K - $1.78K
|
6
$1.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.45% |
$985 - $1.19K
|
893
$263K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.77% |
$739 - $890
|
392
$116K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.18% |
$739 - $890
|
1.63K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2+ 0.22% |
$492 - $593
|
916
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.39% |
$492 - $593
|
515
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.37% |
$246 - $297
|
268
$79K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$246 - $297
|
1.06K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
$246 - $297
|
508
$150K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$246 - $297
|
1.13K
$333K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.07% |
$246 - $297
|
1.38K
$408K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
729KNew |
$192M - $217M
|
729K
$215M
|
|