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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
693+ 8.13% |
$193K - $208K
|
9.22K
$2.72M
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
689+ 25.26% |
$192K - $207K
|
3.42K
$1.01M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
687+ 1.33% |
$191K - $206K
|
52.5K
$15.5M
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
683+ 6.91% |
$190K - $205K
|
10.6K
$3.12M
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
678+ 11.92% |
$189K - $204K
|
6.37K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
672+ 22.04% |
$187K - $202K
|
3.72K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
671+ 61.45% |
$187K - $202K
|
1.76K
$520K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
670+ 3.71% |
$187K - $201K
|
18.7K
$5.52M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
669+ 0.56% |
$186K - $201K
|
120K
$35.3M
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
669+ 1.12% |
$186K - $201K
|
60.6K
$17.9M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
666+ 66.33% |
$186K - $200K
|
1.67K
$492K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
665+ 7.82% |
$185K - $200K
|
9.17K
$2.7M
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
665+ 0.2% |
$185K - $200K
|
339K
$99.9M
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
656+ 1.48% |
$183K - $197K
|
45K
$13.3M
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
652+ 3.49% |
$182K - $196K
|
19.3K
$5.7M
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
651+ 3.71% |
$181K - $196K
|
18.2K
$5.36M
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
650+ 53.32% |
$181K - $195K
|
1.87K
$551K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
647+ 4.36% |
$180K - $194K
|
15.5K
$4.56M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
644+ 4.89% |
$179K - $194K
|
13.8K
$4.07M
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
636+ 0.61% |
$177K - $191K
|
105K
$31.1M
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
635+ 24.14% |
$177K - $191K
|
3.27K
$962K
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
632+ 10.73% |
$176K - $190K
|
6.52K
$1.92M
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
632+ 5.17% |
$176K - $190K
|
12.9K
$3.79M
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
626+ 4.92% |
$174K - $188K
|
13.3K
$3.93M
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
624+ 10.29% |
$174K - $188K
|
6.69K
$1.97M
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
623+ 6.68% |
$174K - $187K
|
9.95K
$2.93M
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
622+ 8.08% |
$173K - $187K
|
8.32K
$2.45M
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
609+ 36.4% |
$170K - $183K
|
2.28K
$673K
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
603+ 1.02% |
$168K - $181K
|
59.7K
$17.6M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
598+ 7.6% |
$167K - $180K
|
8.47K
$2.5M
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
596+ 16.17% |
$166K - $179K
|
4.28K
$1.26M
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
594+ 5.84% |
$165K - $179K
|
10.8K
$3.17M
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
582+ 6.16% |
$162K - $175K
|
10K
$2.96M
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
580+ 4.27% |
$162K - $174K
|
14.2K
$4.17M
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
578+ 2.17% |
$161K - $174K
|
27.3K
$8.03M
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
575+ 6.76% |
$160K - $173K
|
9.08K
$2.68M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
575+ 1.98% |
$160K - $173K
|
29.7K
$8.74M
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
564+ 0.44% |
$157K - $169K
|
128K
$37.6M
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
560+ 8.47% |
$156K - $168K
|
7.17K
$2.11M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
559+ 4.73% |
$156K - $168K
|
12.4K
$3.65M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
555+ 6.12% |
$155K - $167K
|
9.62K
$2.84M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
551+ 92.29% |
$153K - $166K
|
1.15K
$338K
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
548+ 28.89% |
$153K - $165K
|
2.45K
$721K
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
542+ 2.35% |
$151K - $163K
|
23.6K
$6.97M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
540+ 4.1% |
$150K - $162K
|
13.7K
$4.04M
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
532+ 1.4% |
$148K - $160K
|
38.5K
$11.4M
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
529New |
$147K - $159K
|
529
$156K
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
529+ 42.56% |
$147K - $159K
|
1.77K
$522K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
522+ 1.03% |
$145K - $157K
|
51.1K
$15.1M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
518+ 4.55% |
$144K - $156K
|
11.9K
$3.51M
|