Purchases and Sales Made in Q1 2024 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q1 2024. 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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 3.02% |
$361K - $390K
|
44.2K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.3KNew |
$361K - $390K
|
1.3K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.28K+ 1.22% |
$358K - $386K
|
107K
$31.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.27K+ 2.45% |
$352K - $380K
|
53K
$15.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.26K+ 13.64% |
$350K - $377K
|
10.5K
$3.13M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.26KNew |
$350K - $377K
|
1.26K
$375K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 23.22% |
$348K - $375K
|
6.63K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.24K+ 3.23% |
$346K - $373K
|
39.6K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.24K+ 2.05% |
$345K - $373K
|
61.6K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.24K+ 15.29% |
$345K - $373K
|
9.35K
$2.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.24KNew |
$344K - $371K
|
1.24K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.22K+ 86.42% |
$340K - $367K
|
2.64K
$788K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.22K+ 25.21% |
$340K - $366K
|
6.06K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.2K+ 4.39% |
$335K - $362K
|
28.6K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.2K+ 4.24% |
$334K - $361K
|
29.5K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 9.31% |
$334K - $361K
|
14.1K
$4.21M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 19.01% |
$334K - $360K
|
7.5K
$2.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.19KNew |
$332K - $358K
|
1.19K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.19KNew |
$330K - $356K
|
1.19K
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.18KNew |
$329K - $355K
|
1.18K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18K+ 11.55% |
$329K - $355K
|
11.4K
$3.41M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.17K+ 1.85% |
$326K - $352K
|
64.4K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.16K+ 126.41% |
$324K - $350K
|
2.08K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.16KNew |
$323K - $348K
|
1.16K
$346K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 7.4% |
$322K - $348K
|
16.8K
$5.02M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.15KNew |
$321K - $346K
|
1.15K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.15K+ 2.04% |
$320K - $346K
|
57.5K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 6.34% |
$319K - $344K
|
19.2K
$5.73M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.14KNew |
$319K - $344K
|
1.14K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.14KNew |
$318K - $343K
|
1.14K
$341K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.13KNew |
$314K - $339K
|
1.13K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.12K+ 18.62% |
$313K - $338K
|
7.16K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
1.12K+ 1.21% |
$313K - $337K
|
93.6K
$28M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.12K+ 32.57% |
$312K - $336K
|
4.56K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.11K+ 2.23% |
$310K - $334K
|
51.1K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 18.68% |
$310K - $334K
|
7.06K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 53.45% |
$306K - $331K
|
3.16K
$944K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.1KNew |
$306K - $330K
|
1.1K
$328K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.1K+ 11.86% |
$305K - $329K
|
10.3K
$3.09M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.09K+ 24.48% |
$302K - $326K
|
5.52K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.08K+ 62.28% |
$302K - $325K
|
2.82K
$844K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.08K+ 33.32% |
$301K - $325K
|
4.33K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.08K+ 4.36% |
$300K - $324K
|
25.8K
$7.71M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.08KNew |
$300K - $323K
|
1.08K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 5.5% |
$299K - $322K
|
20.6K
$6.15M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.07K+ 3.59% |
$298K - $321K
|
30.9K
$9.22M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.06K+ 3.13% |
$296K - $319K
|
35K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05K+ 3.92% |
$294K - $317K
|
28K
$8.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 44.16% |
$293K - $316K
|
3.43K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.04KNew |
$290K - $313K
|
1.04K
$312K
|