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 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
99+ 13.56% |
$27.6K - $29.8K
|
829
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
99+ 11.59% |
$27.6K - $29.8K
|
953
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
99+ 1.9% |
$27.6K - $29.8K
|
5.31K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
99+ 5.38% |
$27.6K - $29.8K
|
1.94K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
97+ 1.3% |
$27K - $29.2K
|
7.56K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
96+ 4.74% |
$26.7K - $28.9K
|
2.12K
$631K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
96+ 0.33% |
$26.7K - $28.9K
|
28.9K
$8.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
95+ 8.58% |
$26.5K - $28.6K
|
1.2K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
95+ 4.25% |
$26.5K - $28.6K
|
2.33K
$693K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
95+ 1.96% |
$26.5K - $28.6K
|
4.95K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
94+ 5.62% |
$26.2K - $28.2K
|
1.77K
$526K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
93+ 4.24% |
$25.9K - $27.9K
|
2.28K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
92+ 2.84% |
$25.6K - $27.6K
|
3.33K
$991K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
92+ 13.43% |
$25.6K - $27.6K
|
777
$231K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
92New |
$25.6K - $27.6K
|
92
$27.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
90+ 5.69% |
$25.1K - $27K
|
1.67K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
90+ 1.35% |
$25.1K - $27K
|
6.78K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
90+ 1.97% |
$25.1K - $27K
|
4.65K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
89+ 12.55% |
$24.8K - $26.7K
|
798
$237K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
89+ 2.61% |
$24.8K - $26.7K
|
3.5K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
88+ 1.8% |
$24.5K - $26.4K
|
4.97K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
88+ 0.5% |
$24.5K - $26.4K
|
17.5K
$5.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
87+ 0.92% |
$24.2K - $26.1K
|
9.55K
$2.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
87+ 2.78% |
$24.2K - $26.1K
|
3.22K
$956K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
87+ 2.62% |
$24.2K - $26.1K
|
3.41K
$1.01M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
86+ 2.13% |
$24K - $25.8K
|
4.12K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86+ 0.12% |
$24K - $25.8K
|
72.2K
$21.5M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
85+ 0.68% |
$23.7K - $25.5K
|
12.6K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
85+ 1.84% |
$23.7K - $25.5K
|
4.71K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
84+ 6.27% |
$23.4K - $25.2K
|
1.42K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
84+ 10.36% |
$23.4K - $25.2K
|
895
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
83+ 2.6% |
$23.1K - $24.9K
|
3.28K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
83+ 5.61% |
$23.1K - $24.9K
|
1.56K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
83+ 1.93% |
$23.1K - $24.9K
|
4.39K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
83+ 1.05% |
$23.1K - $24.9K
|
8.01K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
82+ 3.3% |
$22.8K - $24.6K
|
2.57K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
82+ 0.21% |
$22.8K - $24.6K
|
39.2K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
81+ 0.22% |
$22.6K - $24.3K
|
36.8K
$11M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
81+ 10.56% |
$22.6K - $24.3K
|
848
$252K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
80+ 3.91% |
$22.3K - $24K
|
2.13K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
80+ 11.44% |
$22.3K - $24K
|
779
$232K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
80+ 0.65% |
$22.3K - $24K
|
12.3K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
79+ 4.0% |
$22K - $23.7K
|
2.05K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
78+ 7.78% |
$21.7K - $23.4K
|
1.08K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
77+ 5.46% |
$21.5K - $23.1K
|
1.49K
$442K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
77+ 2.52% |
$21.5K - $23.1K
|
3.14K
$933K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 2.02% |
$21.5K - $23.1K
|
3.89K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
76+ 6.03% |
$21.2K - $22.8K
|
1.34K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
76+ 0.56% |
$21.2K - $22.8K
|
13.8K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
76+ 3.11% |
$21.2K - $22.8K
|
2.52K
$748K
|