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
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
481+ 34.58% |
$125K - $134K
|
1.87K
$564K
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
480+ 1.98% |
$125K - $134K
|
24.7K
$7.45M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
478+ 62.32% |
$125K - $134K
|
1.25K
$375K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
473+ 10.18% |
$123K - $132K
|
5.12K
$1.54M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
469+ 18.76% |
$122K - $131K
|
2.97K
$895K
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
456+ 4.7% |
$119K - $128K
|
10.2K
$3.06M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
454+ 4.42% |
$118K - $127K
|
10.7K
$3.24M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
451+ 21.26% |
$118K - $126K
|
2.57K
$776K
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
446+ 0.77% |
$116K - $125K
|
58.5K
$17.6M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
446+ 128.16% |
$116K - $125K
|
794
$239K
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
441New |
$115K - $123K
|
441
$133K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
440New |
$115K - $123K
|
440
$133K
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
440+ 0.53% |
$115K - $123K
|
83.4K
$25.2M
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
438+ 0.74% |
$114K - $122K
|
59.4K
$17.9M
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
437+ 9.64% |
$114K - $122K
|
4.97K
$1.5M
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
435+ 5.58% |
$113K - $122K
|
8.24K
$2.48M
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
434+ 1.9% |
$113K - $121K
|
23.3K
$7.02M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
432+ 3.53% |
$113K - $121K
|
12.7K
$3.82M
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
428+ 1.78% |
$112K - $120K
|
24.5K
$7.38M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
426+ 16.42% |
$111K - $119K
|
3.02K
$911K
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
425+ 28.52% |
$111K - $119K
|
1.92K
$577K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
424+ 6.58% |
$111K - $119K
|
6.86K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
424+ 10.27% |
$111K - $119K
|
4.55K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
423+ 41.84% |
$110K - $118K
|
1.43K
$432K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
415New |
$108K - $116K
|
415
$125K
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
415+ 40.41% |
$108K - $116K
|
1.44K
$435K
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
412+ 1.26% |
$107K - $115K
|
33.2K
$10M
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
407+ 52.99% |
$106K - $114K
|
1.18K
$354K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
406+ 12.37% |
$106K - $114K
|
3.69K
$1.11M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
405+ 10.53% |
$106K - $113K
|
4.25K
$1.28M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
404+ 44.79% |
$105K - $113K
|
1.31K
$394K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.3% |
$104K - $112K
|
132K
$39.7M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
397+ 3.99% |
$103K - $111K
|
10.3K
$3.12M
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
397+ 17.84% |
$103K - $111K
|
2.62K
$791K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
392+ 8.19% |
$102K - $110K
|
5.18K
$1.56M
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
389+ 4.61% |
$101K - $109K
|
8.82K
$2.66M
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
389+ 25.0% |
$101K - $109K
|
1.95K
$586K
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
388+ 43.94% |
$101K - $108K
|
1.27K
$383K
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
385+ 0.94% |
$100K - $108K
|
41.4K
$12.5M
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
383+ 5.09% |
$99.8K - $107K
|
7.91K
$2.38M
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
381+ 47.04% |
$99.3K - $107K
|
1.19K
$359K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
380+ 4.18% |
$99.1K - $106K
|
9.47K
$2.85M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
376+ 30.25% |
$98K - $105K
|
1.62K
$488K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
374+ 9.31% |
$97.5K - $105K
|
4.39K
$1.32M
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
374+ 3.62% |
$97.5K - $105K
|
10.7K
$3.23M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
374+ 1.83% |
$97.5K - $105K
|
20.9K
$6.29M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
372+ 2.45% |
$97K - $104K
|
15.6K
$4.69M
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
370+ 6.93% |
$96.4K - $103K
|
5.71K
$1.72M
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
367+ 28.52% |
$95.7K - $103K
|
1.65K
$499K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
364+ 16.46% |
$94.9K - $102K
|
2.58K
$776K
|