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 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
15+ 0.25% |
$4.18K - $4.51K
|
5.98K
$1.78M
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
15+ 0.51% |
$4.18K - $4.51K
|
2.96K
$879K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.29% |
$4.18K - $4.51K
|
5.13K
$1.52M
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15+ 0.14% |
$4.18K - $4.51K
|
10.4K
$3.1M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
15+ 0.57% |
$4.18K - $4.51K
|
2.66K
$792K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 50.0% |
$4.18K - $4.51K
|
45
$13.4K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 0.23% |
$4.18K - $4.51K
|
6.52K
$1.94M
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
15+ 0.95% |
$4.18K - $4.51K
|
1.6K
$474K
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
15+ 0.88% |
$4.18K - $4.51K
|
1.73K
$513K
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
15+ 0.07% |
$4.18K - $4.51K
|
20K
$5.96M
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 15.0% |
$4.18K - $4.51K
|
115
$34.2K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.97% |
$4.18K - $4.51K
|
1.57K
$465K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
15+ 0.55% |
$4.18K - $4.51K
|
2.75K
$817K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
14+ 1.69% |
$3.9K - $4.21K
|
843
$251K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 1.68% |
$3.9K - $4.21K
|
846
$252K
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14+ 1.11% |
$3.9K - $4.21K
|
1.28K
$380K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
14+ 3.22% |
$3.9K - $4.21K
|
449
$134K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
14+ 4.67% |
$3.9K - $4.21K
|
314
$93.4K
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
14+ 1.75% |
$3.9K - $4.21K
|
815
$242K
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
14+ 1.74% |
$3.9K - $4.21K
|
817
$243K
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
13+ 0.27% |
$3.62K - $3.91K
|
4.9K
$1.46M
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13+ 0.6% |
$3.62K - $3.91K
|
2.19K
$652K
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
13+ 0.01% |
$3.62K - $3.91K
|
159K
$47.4M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 1.66% |
$3.62K - $3.91K
|
797
$237K
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13+ 0.54% |
$3.62K - $3.91K
|
2.43K
$724K
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
12+ 0.73% |
$3.34K - $3.61K
|
1.65K
$492K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12+ 0.64% |
$3.34K - $3.61K
|
1.9K
$565K
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
12+ 0.42% |
$3.34K - $3.61K
|
2.88K
$855K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.82% |
$3.34K - $3.61K
|
1.48K
$441K
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
12+ 0.48% |
$3.34K - $3.61K
|
2.51K
$745K
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.59% |
$3.34K - $3.61K
|
2.05K
$609K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$3.06K - $3.31K
|
6.61K
$1.97M
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
11+ 0.33% |
$3.06K - $3.31K
|
3.33K
$989K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
11+ 1.29% |
$3.06K - $3.31K
|
866
$258K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11+ 16.42% |
$3.06K - $3.31K
|
78
$23.2K
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.27% |
$3.06K - $3.31K
|
4.03K
$1.2M
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
11+ 0.56% |
$3.06K - $3.31K
|
1.98K
$587K
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
11+ 0.44% |
$3.06K - $3.31K
|
2.5K
$742K
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11+ 0.96% |
$3.06K - $3.31K
|
1.16K
$345K
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
10+ 1.01% |
$2.79K - $3.01K
|
1K
$298K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
10+ 0.56% |
$2.79K - $3.01K
|
1.81K
$537K
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10+ 0.17% |
$2.79K - $3.01K
|
6.02K
$1.79M
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
10+ 0.46% |
$2.79K - $3.01K
|
2.2K
$655K
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10+ 1.14% |
$2.79K - $3.01K
|
886
$263K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
10+ 0.34% |
$2.79K - $3.01K
|
2.94K
$873K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.25% |
$2.79K - $3.01K
|
4.08K
$1.21M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10+ 0.2% |
$2.79K - $3.01K
|
5.06K
$1.5M
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10+ 0.54% |
$2.79K - $3.01K
|
1.85K
$550K
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
10+ 1.22% |
$2.79K - $3.01K
|
829
$247K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 32.14% |
$2.51K - $2.7K
|
37
$11K
|