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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 0.1% |
$5.21K - $5.59K
|
19.3K
$5.75M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-20- 0.4% |
$5.21K - $5.59K
|
5.01K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.67% |
$5.21K - $5.59K
|
2.97K
$883K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-20- 1.62% |
$5.21K - $5.59K
|
1.21K
$361K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-20- 0.22% |
$5.21K - $5.59K
|
8.9K
$2.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-21- 2.7% |
$5.47K - $5.87K
|
756
$225K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-21- 0.69% |
$5.47K - $5.87K
|
3.01K
$896K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-21- 0.56% |
$5.47K - $5.87K
|
3.72K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-21- 13.38% |
$5.47K - $5.87K
|
136
$40.4K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-21- 1.06% |
$5.47K - $5.87K
|
1.97K
$585K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-21- 1.44% |
$5.47K - $5.87K
|
1.44K
$428K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-22- 1.29% |
$5.73K - $6.15K
|
1.68K
$501K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.94% |
$5.73K - $6.15K
|
2.31K
$687K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-23- 0.82% |
$6K - $6.43K
|
2.8K
$832K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-23- 1.13% |
$6K - $6.43K
|
2.02K
$600K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-23- 1.19% |
$6K - $6.43K
|
1.9K
$566K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-23- 0.32% |
$6K - $6.43K
|
7.1K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-23- 0.11% |
$6K - $6.43K
|
20.4K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23- 0.39% |
$6K - $6.43K
|
5.89K
$1.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-24- 0.81% |
$6.26K - $6.71K
|
2.93K
$872K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-24- 0.96% |
$6.26K - $6.71K
|
2.47K
$734K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-24- 2.01% |
$6.26K - $6.71K
|
1.17K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.48% |
$6.26K - $6.71K
|
5K
$1.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-25- 0.3% |
$6.52K - $6.99K
|
8.44K
$2.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-25- 1.31% |
$6.52K - $6.99K
|
1.88K
$560K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-25- 2.37% |
$6.52K - $6.99K
|
1.03K
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-26- 0.32% |
$6.78K - $7.27K
|
8.16K
$2.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-27- 3.1% |
$7.04K - $7.55K
|
844
$251K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-27- 1.93% |
$7.04K - $7.55K
|
1.38K
$409K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28- 0.14% |
$7.3K - $7.83K
|
20.1K
$5.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-28- 0.38% |
$7.3K - $7.83K
|
7.25K
$2.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-28- 0.14% |
$7.3K - $7.83K
|
20.2K
$6M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-28- 1.97% |
$7.3K - $7.83K
|
1.39K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-28- 8.02% |
$7.3K - $7.83K
|
321
$95.4K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-28- 1.28% |
$7.3K - $7.83K
|
2.16K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-28- 1.0% |
$7.3K - $7.83K
|
2.78K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-28- 2.13% |
$7.3K - $7.83K
|
1.29K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-29- 0.49% |
$7.56K - $8.11K
|
5.84K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-29- 1.22% |
$7.56K - $8.11K
|
2.35K
$698K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-29- 0.95% |
$7.56K - $8.11K
|
3.01K
$896K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-30- 5.08% |
$7.82K - $8.39K
|
561
$167K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-30- 3.68% |
$7.82K - $8.39K
|
786
$234K
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-30- 1.63% |
$7.82K - $8.39K
|
1.81K
$539K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-31- 1.18% |
$8.08K - $8.67K
|
2.6K
$774K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-32- 1.0% |
$8.34K - $8.95K
|
3.16K
$938K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-32- 2.49% |
$8.34K - $8.95K
|
1.25K
$372K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-32- 1.02% |
$8.34K - $8.95K
|
3.12K
$927K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-33- 0.26% |
$8.6K - $9.23K
|
12.7K
$3.78M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-33- 1.73% |
$8.6K - $9.23K
|
1.88K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-33- 0.93% |
$8.6K - $9.23K
|
3.53K
$1.05M
|