Purchases and Sales Made in Q1 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q1 2023. The information is specifically focused on institutions that hold shares of MCDONALDS CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
865New |
$225K - $242K
|
865
$255K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
865New |
$225K - $242K
|
865
$255K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
864+ 5.2% |
$225K - $242K
|
17.5K
$5.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
859New |
$224K - $240K
|
859
$253K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
859+ 4.11% |
$224K - $240K
|
21.8K
$6.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
858New |
$224K - $240K
|
858
$253K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
858New |
$224K - $240K
|
858
$253K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
855+ 6.78% |
$223K - $239K
|
13.5K
$3.97M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
854+ 5.33% |
$223K - $239K
|
16.9K
$4.98M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
849+ 2.33% |
$221K - $237K
|
37.3K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
846New |
$221K - $237K
|
846
$249K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
843+ 3.4% |
$220K - $236K
|
25.6K
$7.55M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
837+ 10.74% |
$218K - $234K
|
8.63K
$2.54M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
833New |
$217K - $233K
|
833
$246K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
830+ 2.18% |
$216K - $232K
|
38.9K
$11.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
826+ 2.13% |
$215K - $231K
|
39.7K
$11.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
823New |
$215K - $230K
|
823
$243K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
821+ 10.18% |
$214K - $230K
|
8.88K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
814+ 0.58% |
$212K - $228K
|
142K
$41.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
813+ 26.26% |
$212K - $227K
|
3.91K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
812New |
$212K - $227K
|
812
$239K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
809+ 75.47% |
$211K - $226K
|
1.88K
$554K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
807+ 4.63% |
$210K - $226K
|
18.3K
$5.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
803New |
$209K - $225K
|
803
$237K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
802+ 15.11% |
$209K - $224K
|
6.11K
$1.8M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
801+ 1.83% |
$209K - $224K
|
44.5K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
800New |
$209K - $224K
|
800
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
799+ 1.49% |
$208K - $223K
|
54.3K
$16M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
798+ 0.47% |
$208K - $223K
|
172K
$50.7M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
796+ 7.62% |
$207K - $223K
|
11.2K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
795+ 2.45% |
$207K - $222K
|
33.3K
$9.81M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
792+ 10.71% |
$206K - $221K
|
8.18K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
790New |
$206K - $221K
|
790
$233K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
788+ 11.54% |
$205K - $220K
|
7.61K
$2.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
783+ 4.53% |
$204K - $219K
|
18.1K
$5.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
783New |
$204K - $219K
|
783
$231K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
780+ 6.49% |
$203K - $218K
|
12.8K
$3.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
776+ 32.21% |
$202K - $217K
|
3.19K
$939K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
774+ 13.82% |
$202K - $216K
|
6.37K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
773New |
$201K - $216K
|
773
$228K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
770+ 478.26% |
$201K - $215K
|
931
$274K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
768+ 104.63% |
$200K - $215K
|
1.5K
$443K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
767New |
$200K - $214K
|
767
$226K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
766New |
$200K - $214K
|
766
$226K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
766+ 22.79% |
$200K - $214K
|
4.13K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
765New |
$199K - $214K
|
765
$226K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
762+ 52.26% |
$199K - $213K
|
2.22K
$654K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
761+ 2.71% |
$198K - $213K
|
28.9K
$8.52M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
758New |
$198K - $212K
|
758
$223K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
758New |
$198K - $212K
|
758
$223K
|