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 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.99K+ 0.97% |
$518K - $556K
|
208K
$61.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.98K+ 26.62% |
$515K - $553K
|
9.4K
$2.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.94K+ 9.61% |
$506K - $543K
|
22.1K
$6.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
1.92K+ 57.97% |
$502K - $538K
|
5.24K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.92K+ 7.86% |
$501K - $538K
|
26.4K
$7.78M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.9K+ 204.86% |
$494K - $530K
|
2.82K
$831K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.89K+ 7.3% |
$493K - $529K
|
27.8K
$8.2M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.87KNew |
$486K - $522K
|
1.87K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.82KNew |
$475K - $509K
|
1.82K
$537K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.82K+ 3.82% |
$473K - $507K
|
49.3K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 10.8% |
$472K - $506K
|
18.6K
$5.47M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.78KNew |
$463K - $496K
|
1.78K
$523K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.77K+ 3.6% |
$462K - $496K
|
51.1K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.77K+ 4.94% |
$461K - $495K
|
37.6K
$11.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
1.76K+ 48.21% |
$459K - $492K
|
5.41K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
1.75KNew |
$456K - $489K
|
1.75K
$516K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.73K+ 204.48% |
$452K - $485K
|
2.58K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.73KNew |
$450K - $482K
|
1.73K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.73KNew |
$450K - $482K
|
1.73K
$509K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.7KNew |
$442K - $474K
|
1.7K
$500K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.69K+ 249.78% |
$441K - $473K
|
2.37K
$698K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.67K+ 1.48% |
$435K - $467K
|
114K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.67K+ 14.58% |
$435K - $467K
|
13.1K
$3.87M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.66KNew |
$433K - $465K
|
1.66K
$490K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 54.92% |
$433K - $465K
|
4.69K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.66KNew |
$433K - $464K
|
1.66K
$489K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.64K+ 13.67% |
$427K - $459K
|
13.6K
$4.02M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.63K+ 0.61% |
$426K - $457K
|
269K
$79.2M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.63KNew |
$425K - $455K
|
1.63K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.62KNew |
$423K - $454K
|
1.62K
$479K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.62K+ 9.9% |
$423K - $454K
|
18K
$5.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.6K+ 1.37% |
$418K - $448K
|
118K
$34.8M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.6K+ 5.96% |
$418K - $448K
|
28.5K
$8.4M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$413K - $443K
|
1.59K
$467K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.57K+ 9.02% |
$409K - $439K
|
19K
$5.6M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.56K+ 11.61% |
$407K - $437K
|
15K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.55KNew |
$404K - $433K
|
1.55K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.54K+ 0.94% |
$401K - $430K
|
165K
$48.7M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.53K+ 2.68% |
$399K - $428K
|
58.5K
$17.2M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.53K+ 146.83% |
$398K - $427K
|
2.57K
$757K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.52K+ 3.08% |
$396K - $424K
|
50.7K
$15M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.52K+ 13.48% |
$395K - $424K
|
12.8K
$3.76M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 66.01% |
$394K - $423K
|
3.81K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.5K+ 0.46% |
$390K - $419K
|
325K
$95.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.49K+ 20.8% |
$388K - $416K
|
8.65K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.49K+ 4.7% |
$387K - $415K
|
33.1K
$9.75M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.48K+ 0.55% |
$386K - $414K
|
270K
$79.6M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.47K+ 33.83% |
$383K - $411K
|
5.82K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.46KNew |
$381K - $408K
|
1.46K
$430K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.46K+ 17.35% |
$379K - $407K
|
9.84K
$2.9M
|