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 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
307+ 6.54% |
$85.5K - $92.3K
|
5K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
305+ 33.26% |
$85K - $91.7K
|
1.22K
$368K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
305+ 1.75% |
$85K - $91.7K
|
17.7K
$5.35M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
300+ 23.85% |
$83.6K - $90.2K
|
1.56K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
300+ 40.0% |
$83.6K - $90.2K
|
1.05K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
299+ 6.51% |
$83.3K - $89.9K
|
4.89K
$1.47M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
297+ 2.69% |
$82.7K - $89.3K
|
11.3K
$3.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
297+ 1.96% |
$82.7K - $89.3K
|
15.4K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
296+ 28.49% |
$82.5K - $89K
|
1.34K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
295+ 7.13% |
$82.2K - $88.7K
|
4.43K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
294+ 2.66% |
$81.9K - $88.4K
|
11.3K
$3.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
293+ 10.44% |
$81.6K - $88.1K
|
3.1K
$934K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
289+ 10.66% |
$80.5K - $86.9K
|
3K
$904K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
289+ 2.15% |
$80.5K - $86.9K
|
13.8K
$4.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
285+ 0.5% |
$79.4K - $85.7K
|
57.1K
$17.2M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
284+ 1.45% |
$79.1K - $85.4K
|
19.8K
$5.99M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
283+ 6.85% |
$78.8K - $85K
|
4.41K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
282+ 0.97% |
$78.6K - $84.7K
|
29.4K
$8.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
282+ 24.42% |
$78.6K - $84.7K
|
1.44K
$433K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
282+ 10.35% |
$78.6K - $84.7K
|
3.01K
$906K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
282+ 6.99% |
$78.6K - $84.7K
|
4.32K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
280+ 11.16% |
$78K - $84.1K
|
2.79K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
279+ 2.34% |
$77.7K - $83.8K
|
12.2K
$3.68M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
276+ 27.35% |
$76.9K - $82.9K
|
1.29K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
275+ 7.51% |
$76.6K - $82.6K
|
3.94K
$1.19M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
274+ 0.85% |
$76.3K - $82.3K
|
32.3K
$9.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
272+ 6.62% |
$75.8K - $81.7K
|
4.38K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
272+ 16.67% |
$75.8K - $81.7K
|
1.9K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
271+ 17.22% |
$75.5K - $81.4K
|
1.85K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
270+ 6.56% |
$75.2K - $81.1K
|
4.39K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
268+ 12.01% |
$74.7K - $80.5K
|
2.5K
$754K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
266+ 1.07% |
$74.1K - $79.9K
|
25.2K
$7.58M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
265+ 12.0% |
$73.8K - $79.6K
|
2.47K
$746K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
264+ 5.45% |
$73.5K - $79.3K
|
5.11K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
262+ 27.55% |
$73K - $78.7K
|
1.21K
$366K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
259+ 2.78% |
$72.2K - $77.8K
|
9.58K
$2.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
258+ 1.22% |
$71.9K - $77.5K
|
21.3K
$6.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
257+ 0.18% |
$71.6K - $77.2K
|
143K
$43M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
257+ 8.07% |
$71.6K - $77.2K
|
3.44K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
256+ 4.28% |
$71.3K - $76.9K
|
6.24K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
256New |
$71.3K - $76.9K
|
256
$77.2K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
256+ 3.94% |
$71.3K - $76.9K
|
6.75K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
255+ 0.46% |
$71K - $76.6K
|
55.2K
$16.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
253+ 12.03% |
$70.5K - $76K
|
2.36K
$710K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
250+ 2.59% |
$69.6K - $75.1K
|
9.91K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
250+ 3.92% |
$69.6K - $75.1K
|
6.62K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
249+ 11.68% |
$69.4K - $74.8K
|
2.38K
$718K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
246+ 31.58% |
$68.5K - $73.9K
|
1.03K
$309K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
245+ 1.62% |
$68.3K - $73.6K
|
15.4K
$4.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
243New |
$67.7K - $73K
|
243
$73.3K
|