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 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
27+ 1.35% |
$7.52K - $8.11K
|
2.03K
$603K
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
27+ 0.6% |
$7.52K - $8.11K
|
4.56K
$1.36M
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
26+ 2.17% |
$7.24K - $7.81K
|
1.22K
$364K
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
26+ 1.96% |
$7.24K - $7.81K
|
1.35K
$402K
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
25+ 2.07% |
$6.96K - $7.51K
|
1.23K
$367K
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 1.23% |
$6.96K - $7.51K
|
2.06K
$611K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
25+ 5.62% |
$6.96K - $7.51K
|
470
$140K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25New |
$6.96K - $7.51K
|
25
$7.43K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
24+ 1.19% |
$6.69K - $7.21K
|
2.04K
$607K
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
23+ 0.17% |
$6.41K - $6.91K
|
13.2K
$3.92M
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
23+ 0.22% |
$6.41K - $6.91K
|
10.3K
$3.07M
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
23+ 2.99% |
$6.41K - $6.91K
|
792
$236K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
23+ 1.17% |
$6.41K - $6.91K
|
1.99K
$591K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
23+ 0.58% |
$6.41K - $6.91K
|
3.99K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
23+ 0.24% |
$6.41K - $6.91K
|
9.59K
$2.85M
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
22+ 0.01% |
$6.13K - $6.61K
|
401K
$119M
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
22+ 1.6% |
$6.13K - $6.61K
|
1.4K
$416K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
22+ 0.59% |
$6.13K - $6.61K
|
3.74K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
22+ 1.04% |
$6.13K - $6.61K
|
2.14K
$637K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
21+ 1.33% |
$5.85K - $6.31K
|
1.6K
$477K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 5.97% |
$5.85K - $6.31K
|
373
$111K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
21+ 0.87% |
$5.85K - $6.31K
|
2.44K
$726K
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 1.16% |
$5.85K - $6.31K
|
1.83K
$543K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21+ 1.07% |
$5.85K - $6.31K
|
1.98K
$588K
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
21+ 1.34% |
$5.85K - $6.31K
|
1.59K
$472K
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
20+ 2.03% |
$5.57K - $6.01K
|
1K
$299K
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
20+ 1.22% |
$5.57K - $6.01K
|
1.67K
$495K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20+ 0.82% |
$5.57K - $6.01K
|
2.47K
$734K
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20+ 0.19% |
$5.57K - $6.01K
|
10.6K
$3.16M
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
20+ 0.89% |
$5.57K - $6.01K
|
2.27K
$674K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
20+ 0.45% |
$5.57K - $6.01K
|
4.44K
$1.32M
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
20+ 0.58% |
$5.57K - $6.01K
|
3.45K
$1.03M
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 0.21% |
$5.29K - $5.71K
|
8.93K
$2.65M
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
19+ 0.16% |
$5.29K - $5.71K
|
12.2K
$3.61M
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
19+ 1.41% |
$5.29K - $5.71K
|
1.37K
$407K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
18+ 2.55% |
$5.01K - $5.41K
|
724
$215K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18+ 2.29% |
$5.01K - $5.41K
|
805
$239K
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
18+ 2.37% |
$5.01K - $5.41K
|
778
$231K
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
18+ 2.61% |
$5.01K - $5.41K
|
708
$211K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
18+ 1.32% |
$5.01K - $5.41K
|
1.39K
$412K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
18+ 0.46% |
$5.01K - $5.41K
|
3.92K
$1.17M
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
17+ 0.3% |
$4.74K - $5.11K
|
5.7K
$1.7M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
17+ 5.07% |
$4.74K - $5.11K
|
352
$105K
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
17+ 0.59% |
$4.74K - $5.11K
|
2.88K
$857K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16New |
$4.46K - $4.81K
|
16
$4.76K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
16+ 3.19% |
$4.46K - $4.81K
|
518
$154K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
16+ 0.49% |
$4.46K - $4.81K
|
3.26K
$970K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 1.23% |
$4.46K - $4.81K
|
1.32K
$393K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
15+ 0.62% |
$4.18K - $4.51K
|
2.44K
$725K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
15+ 0.59% |
$4.18K - $4.51K
|
2.55K
$757K
|