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 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9+ 0.5% |
$2.51K - $2.7K
|
1.82K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9+ 0.48% |
$2.51K - $2.7K
|
1.88K
$558K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
9+ 0.65% |
$2.51K - $2.7K
|
1.4K
$415K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
8+ 0.03% |
$2.23K - $2.4K
|
25.6K
$7.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8+ 0.17% |
$2.23K - $2.4K
|
4.84K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.27% |
$2.23K - $2.4K
|
3.02K
$897K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.34% |
$2.23K - $2.4K
|
2.35K
$700K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
8+ 0.59% |
$2.23K - $2.4K
|
1.37K
$408K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8+ 0.15% |
$2.23K - $2.4K
|
5.48K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.31% |
$2.23K - $2.4K
|
2.6K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8+ 0.13% |
$2.23K - $2.4K
|
6.05K
$1.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.28% |
$1.95K - $2.1K
|
2.51K
$747K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
7+ 0.78% |
$1.95K - $2.1K
|
903
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
7+ 0.27% |
$1.95K - $2.1K
|
2.58K
$768K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
7+ 0.32% |
$1.95K - $2.1K
|
2.16K
$643K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7+ 0.43% |
$1.95K - $2.1K
|
1.62K
$482K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
7+ 0.35% |
$1.95K - $2.1K
|
2.02K
$601K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
7+ 0.6% |
$1.95K - $2.1K
|
1.18K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7+ 0.15% |
$1.95K - $2.1K
|
4.64K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
7+ 0.05% |
$1.95K - $2.1K
|
14.4K
$4.27M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
7+ 0.48% |
$1.95K - $2.1K
|
1.46K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.71% |
$1.95K - $2.1K
|
998
$297K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.11% |
$1.95K - $2.1K
|
6.43K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.59% |
$1.67K - $1.8K
|
1.02K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.87% |
$1.67K - $1.8K
|
692
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
6+ 0.53% |
$1.67K - $1.8K
|
1.13K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
6+ 0.58% |
$1.67K - $1.8K
|
1.03K
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
6New |
$1.67K - $1.8K
|
6
$1.78K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
6+ 0.54% |
$1.67K - $1.8K
|
1.13K
$335K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6+ 0.27% |
$1.67K - $1.8K
|
2.2K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.61% |
$1.67K - $1.8K
|
992
$295K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5+ 0.35% |
$1.39K - $1.5K
|
1.45K
$431K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.58% |
$1.39K - $1.5K
|
874
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5+ 0.38% |
$1.39K - $1.5K
|
1.32K
$391K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.52% |
$1.39K - $1.5K
|
967
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$1.39K - $1.5K
|
1.61K
$477K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5+ 0.5% |
$1.39K - $1.5K
|
1.01K
$300K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.55% |
$1.39K - $1.5K
|
911
$271K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.45% |
$1.39K - $1.5K
|
1.12K
$334K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
5+ 0.52% |
$1.39K - $1.5K
|
975
$290K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5+ 0.28% |
$1.39K - $1.5K
|
1.79K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
5+ 0.55% |
$1.39K - $1.5K
|
910
$271K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
5+ 0.32% |
$1.39K - $1.5K
|
1.57K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.56% |
$1.39K - $1.5K
|
890
$265K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.36% |
$1.39K - $1.5K
|
1.38K
$409K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4+ 0.1% |
$1.11K - $1.2K
|
3.98K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.29% |
$1.11K - $1.2K
|
1.4K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.07% |
$1.11K - $1.2K
|
6.14K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.13% |
$1.11K - $1.2K
|
3.02K
$897K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4+ 0.13% |
$1.11K - $1.2K
|
3.01K
$895K
|