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 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.79K- 4.12% |
$988K - $1.06M
|
88.3K
$26M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.94K- 2.21% |
$1.03M - $1.1M
|
174K
$51.3M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.95K- 28.45% |
$1.03M - $1.1M
|
9.92K
$2.92M
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.96K- 1.7% |
$1.03M - $1.11M
|
229K
$67.6M
|
|
May 05, 2023
Q1 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-4K- 19.43% |
$1.04M - $1.12M
|
16.6K
$4.89M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.01K- 7.73% |
$1.05M - $1.12M
|
47.9K
$14.1M
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.04K- 6.62% |
$1.05M - $1.13M
|
57K
$16.8M
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.05K- 3.5% |
$1.06M - $1.13M
|
112K
$33M
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.09K- 38.39% |
$1.06M - $1.14M
|
6.56K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.1K- 50.21% |
$1.07M - $1.15M
|
4.06K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.11K- 14.6% |
$1.07M - $1.15M
|
24K
$7.08M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.2K- 70.66% |
$1.1M - $1.17M
|
1.74K
$514K
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-4.27K- 3.15% |
$1.11M - $1.19M
|
131K
$38.7M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-4.3K- 65.01% |
$1.12M - $1.2M
|
2.31K
$682K
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.37K- 3.55% |
$1.14M - $1.22M
|
119K
$35M
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-4.38K- 6.16% |
$1.14M - $1.22M
|
66.7K
$19.7M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.4K- 6.77% |
$1.15M - $1.23M
|
60.6K
$17.9M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.43K- 5.17% |
$1.15M - $1.24M
|
81.2K
$23.9M
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.44KClosed |
$1.16M - $1.24M
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-4.5K- 2.05% |
$1.17M - $1.26M
|
215K
$63.3M
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-4.56K- 25.43% |
$1.19M - $1.27M
|
13.4K
$3.94M
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.71K- 71.01% |
$1.23M - $1.32M
|
1.92K
$566K
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.73K- 10.72% |
$1.23M - $1.32M
|
39.3K
$11.6M
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-4.74K- 15.27% |
$1.24M - $1.33M
|
26.3K
$7.75M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.86K- 59.61% |
$1.27M - $1.36M
|
3.3K
$971K
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-4.89K- 80.36% |
$1.28M - $1.37M
|
1.2K
$353K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.93K- 12.34% |
$1.29M - $1.38M
|
35K
$10.3M
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-5.04K- 56.62% |
$1.31M - $1.41M
|
3.86K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.28K- 30.34% |
$1.38M - $1.48M
|
12.1K
$3.57M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5.4K- 3.72% |
$1.41M - $1.51M
|
140K
$41.2M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.4K- 24.57% |
$1.41M - $1.51M
|
16.6K
$4.89M
|
|
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-5.71K- 60.7% |
$1.49M - $1.6M
|
3.7K
$1.09M
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-6.08K- 11.48% |
$1.58M - $1.7M
|
46.9K
$13.8M
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.11K- 19.79% |
$1.59M - $1.71M
|
24.8K
$7.3M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.23K- 13.0% |
$1.62M - $1.74M
|
41.7K
$12.3M
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.78K- 2.01% |
$1.77M - $1.89M
|
330K
$97.2M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.85K- 5.71% |
$1.79M - $1.92M
|
113K
$33.4M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-7.04K- 7.47% |
$1.84M - $1.97M
|
87.3K
$25.7M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.09K- 2.16% |
$1.85M - $1.98M
|
321K
$94.6M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 42.51% |
$1.88M - $2.01M
|
9.74K
$2.87M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.29K- 5.56% |
$1.9M - $2.04M
|
124K
$36.5M
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.38K- 7.23% |
$1.92M - $2.06M
|
94.6K
$27.9M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.41K- 9.12% |
$1.93M - $2.07M
|
73.9K
$21.8M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.53K- 6.64% |
$1.96M - $2.11M
|
106K
$31.2M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.7K- 32.88% |
$2.01M - $2.15M
|
15.7K
$4.63M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-7.72K- 81.43% |
$2.01M - $2.16M
|
1.76K
$519K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.73K- 9.46% |
$2.01M - $2.16M
|
74K
$21.8M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-7.92K- 67.57% |
$2.07M - $2.22M
|
3.8K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.04K- 69.42% |
$2.09M - $2.25M
|
3.54K
$1.04M
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-8.06K- 5.56% |
$2.1M - $2.25M
|
137K
$40.3M
|