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
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
40+ 0.19% |
$11.1K - $12K
|
21.3K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40+ 2.98% |
$11.1K - $12K
|
1.38K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
39+ 2.8% |
$10.9K - $11.7K
|
1.43K
$426K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
39+ 5.05% |
$10.9K - $11.7K
|
811
$241K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
39+ 1.65% |
$10.9K - $11.7K
|
2.4K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
39+ 0.68% |
$10.9K - $11.7K
|
5.82K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
38+ 1.32% |
$10.6K - $11.4K
|
2.91K
$866K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
38+ 0.88% |
$10.6K - $11.4K
|
4.38K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
38+ 3.35% |
$10.6K - $11.4K
|
1.17K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
38+ 1.91% |
$10.6K - $11.4K
|
2.03K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
38+ 0.99% |
$10.6K - $11.4K
|
3.88K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
37+ 3.06% |
$10.3K - $11.1K
|
1.25K
$370K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 0.97% |
$10.3K - $11.1K
|
3.85K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.12% |
$10.3K - $11.1K
|
3.33K
$991K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 1.32% |
$10.3K - $11.1K
|
2.83K
$842K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
37+ 2.66% |
$10.3K - $11.1K
|
1.43K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
36+ 4.66% |
$10K - $10.8K
|
808
$240K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
36+ 0.9% |
$10K - $10.8K
|
4.02K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36+ 6.37% |
$10K - $10.8K
|
601
$179K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36+ 1.71% |
$10K - $10.8K
|
2.15K
$638K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
35+ 2.29% |
$9.75K - $10.5K
|
1.56K
$465K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
35+ 1.69% |
$9.75K - $10.5K
|
2.11K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
35+ 4.53% |
$9.75K - $10.5K
|
808
$240K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34+ 0.21% |
$9.47K - $10.2K
|
15.9K
$4.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
34+ 1.88% |
$9.47K - $10.2K
|
1.85K
$549K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
34+ 0.31% |
$9.47K - $10.2K
|
11K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
34+ 178.95% |
$9.47K - $10.2K
|
53
$15.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
33+ 0.67% |
$9.19K - $9.92K
|
4.98K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
33+ 1.7% |
$9.19K - $9.92K
|
1.97K
$586K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.46% |
$9.19K - $9.92K
|
7.26K
$2.16M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
33+ 2.14% |
$9.19K - $9.92K
|
1.58K
$469K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
32+ 2.82% |
$8.91K - $9.62K
|
1.17K
$347K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 0.32% |
$8.91K - $9.62K
|
10.1K
$3.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
32+ 3.32% |
$8.91K - $9.62K
|
997
$296K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
32+ 0.67% |
$8.91K - $9.62K
|
4.78K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
31+ 2.8% |
$8.64K - $9.32K
|
1.14K
$339K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
31+ 2.98% |
$8.64K - $9.32K
|
1.07K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 0.85% |
$8.36K - $9.02K
|
3.54K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
30+ 2.17% |
$8.36K - $9.02K
|
1.41K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
30+ 1.17% |
$8.36K - $9.02K
|
2.6K
$773K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
30+ 2.76% |
$8.36K - $9.02K
|
1.12K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
30+ 1.53% |
$8.36K - $9.02K
|
2K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30+ 0.94% |
$8.36K - $9.02K
|
3.21K
$955K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
29+ 1.1% |
$8.08K - $8.72K
|
2.68K
$795K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
29+ 0.56% |
$8.08K - $8.72K
|
5.16K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
29+ 2.01% |
$8.08K - $8.72K
|
1.47K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
28+ 0.79% |
$7.8K - $8.41K
|
3.56K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
27+ 0.65% |
$7.52K - $8.11K
|
4.2K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
27+ 0.19% |
$7.52K - $8.11K
|
14.3K
$4.27M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27+ 2.13% |
$7.52K - $8.11K
|
1.3K
$385K
|