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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
755New |
$197K - $211K
|
755
$226K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
750+ 5.76% |
$195K - $210K
|
13.8K
$4.12M
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
749New |
$195K - $209K
|
749
$224K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
743+ 0.99% |
$194K - $208K
|
75.5K
$22.6M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
741+ 6.01% |
$193K - $207K
|
13.1K
$3.91M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
740+ 8.94% |
$193K - $207K
|
9.02K
$2.7M
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
738New |
$192K - $206K
|
738
$221K
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
737New |
$192K - $206K
|
737
$220K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
735New |
$192K - $206K
|
735
$220K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
735New |
$192K - $206K
|
735
$220K
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
735New |
$192K - $206K
|
735
$220K
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
734New |
$191K - $205K
|
734
$219K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
732+ 3.47% |
$191K - $205K
|
21.8K
$6.53M
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
730New |
$190K - $204K
|
730
$218K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
727+ 4.51% |
$189K - $203K
|
16.8K
$5.04M
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
727New |
$189K - $203K
|
727
$217K
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
725+ 15.37% |
$189K - $203K
|
5.44K
$1.63M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
723New |
$188K - $202K
|
723
$216K
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
723New |
$188K - $202K
|
723
$216K
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
723New |
$188K - $202K
|
723
$216K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
723New |
$188K - $202K
|
723
$216K
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
722+ 3.74% |
$188K - $202K
|
20K
$5.99M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
721+ 1.16% |
$188K - $202K
|
62.9K
$18.8M
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
720New |
$188K - $201K
|
720
$215K
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
718New |
$187K - $201K
|
718
$215K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
718New |
$187K - $201K
|
718
$215K
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
717New |
$187K - $200K
|
717
$214K
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
717New |
$187K - $200K
|
717
$214K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
716+ 29.55% |
$187K - $200K
|
3.14K
$938K
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
715+ 14.85% |
$186K - $200K
|
5.53K
$1.65M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
712+ 28.99% |
$186K - $199K
|
3.17K
$947K
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
706+ 52.41% |
$184K - $197K
|
2.05K
$614K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
692+ 1.84% |
$180K - $193K
|
38.3K
$11.4M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
690+ 1.02% |
$180K - $193K
|
68.1K
$20.4M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
689+ 5.98% |
$180K - $193K
|
12.2K
$3.65M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
685+ 11.88% |
$179K - $192K
|
6.45K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
680+ 31.55% |
$177K - $190K
|
2.84K
$848K
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
677+ 3.6% |
$176K - $189K
|
19.5K
$5.83M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
676+ 3.7% |
$176K - $189K
|
19K
$5.67M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
672+ 3.98% |
$175K - $188K
|
17.5K
$5.24M
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
670+ 0.44% |
$175K - $187K
|
154K
$46.1M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
669+ 0.85% |
$174K - $187K
|
79.8K
$23.9M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
651+ 1.68% |
$170K - $182K
|
39.3K
$11.8M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
651+ 1.76% |
$170K - $182K
|
37.7K
$11.3M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
644+ 3.63% |
$168K - $180K
|
18.4K
$5.5M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
636+ 32.22% |
$166K - $178K
|
2.61K
$780K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
635+ 1.8% |
$166K - $178K
|
36K
$10.8M
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
630+ 24.53% |
$164K - $176K
|
3.2K
$956K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
628+ 19.95% |
$164K - $176K
|
3.78K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
627+ 126.67% |
$163K - $175K
|
1.12K
$335K
|