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 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
34+ 2.43% |
$8.86K - $9.51K
|
1.44K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
34+ 0.91% |
$8.86K - $9.51K
|
3.78K
$1.12M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34+ 3.11% |
$8.86K - $9.51K
|
1.13K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
33+ 4.03% |
$8.6K - $9.23K
|
851
$253K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.56% |
$8.6K - $9.23K
|
5.95K
$1.77M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
32+ 1.47% |
$8.34K - $8.95K
|
2.2K
$655K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.15% |
$8.34K - $8.95K
|
21.5K
$6.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
32+ 0.95% |
$8.34K - $8.95K
|
3.38K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.44% |
$8.34K - $8.95K
|
7.3K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
32+ 3.08% |
$8.34K - $8.95K
|
1.07K
$318K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.53% |
$8.34K - $8.95K
|
6.04K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
32+ 1.62% |
$8.34K - $8.95K
|
2.01K
$597K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
32+ 0.96% |
$8.34K - $8.95K
|
3.36K
$998K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
31+ 3.63% |
$8.08K - $8.67K
|
886
$263K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 3.87% |
$8.08K - $8.67K
|
833
$248K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31+ 0.22% |
$8.08K - $8.67K
|
14.2K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
31+ 0.63% |
$8.08K - $8.67K
|
4.96K
$1.48M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
31+ 0.27% |
$8.08K - $8.67K
|
11.4K
$3.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30+ 2.95% |
$7.82K - $8.39K
|
1.05K
$312K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 0.64% |
$7.82K - $8.39K
|
4.7K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
30+ 1.6% |
$7.82K - $8.39K
|
1.9K
$565K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30+ 3.14% |
$7.82K - $8.39K
|
986
$293K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
29+ 0.5% |
$7.56K - $8.11K
|
5.78K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
29+ 2.63% |
$7.56K - $8.11K
|
1.13K
$337K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28+ 2.7% |
$7.3K - $7.83K
|
1.07K
$317K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
28+ 0.42% |
$7.3K - $7.83K
|
6.74K
$2M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
28+ 2.61% |
$7.3K - $7.83K
|
1.1K
$327K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
28+ 1.32% |
$7.3K - $7.83K
|
2.15K
$640K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
28+ 1.73% |
$7.3K - $7.83K
|
1.65K
$491K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.33% |
$7.04K - $7.55K
|
8.32K
$2.47M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
26+ 19.4% |
$6.78K - $7.27K
|
160
$47.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
26+ 0.23% |
$6.78K - $7.27K
|
11.5K
$3.42M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26+ 0.84% |
$6.78K - $7.27K
|
3.11K
$924K
|
|
|
May 12, 2023
Q1 2023
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
26+ 2.63% |
$6.78K - $7.27K
|
1.01K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
26+ 0.08% |
$6.78K - $7.27K
|
31.1K
$9.25M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
25New |
$6.52K - $6.99K
|
25
$7.43K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
25+ 0.9% |
$6.52K - $6.99K
|
2.81K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
25+ 1.74% |
$6.52K - $6.99K
|
1.46K
$434K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
24+ 2.48% |
$6.26K - $6.71K
|
991
$295K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
24+ 0.37% |
$6.26K - $6.71K
|
6.56K
$1.95M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
24+ 2.15% |
$6.26K - $6.71K
|
1.14K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 2.89% |
$6K - $6.43K
|
820
$244K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
22+ 0.95% |
$5.73K - $6.15K
|
2.34K
$696K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
22+ 0.5% |
$5.73K - $6.15K
|
4.46K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
22+ 1.26% |
$5.73K - $6.15K
|
1.77K
$527K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
22+ 1.13% |
$5.73K - $6.15K
|
1.96K
$583K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
22+ 1.86% |
$5.73K - $6.15K
|
1.2K
$357K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
21+ 0.46% |
$5.47K - $5.87K
|
4.6K
$1.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
21+ 2.65% |
$5.47K - $5.87K
|
812
$241K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
21+ 0.3% |
$5.47K - $5.87K
|
7.12K
$2.12M
|