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 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.15% |
$1.11K - $1.2K
|
2.67K
$795K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.08% |
$1.11K - $1.2K
|
5.15K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.11K - $1.2K
|
1.11K
$331K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.28% |
$1.11K - $1.2K
|
1.43K
$424K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
3+ 0.03% |
$836 - $902
|
11.3K
$3.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.16% |
$836 - $902
|
1.86K
$552K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
3+ 0.4% |
$836 - $902
|
756
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.03% |
$836 - $902
|
11.3K
$3.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.09% |
$836 - $902
|
3.23K
$961K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.05% |
$836 - $902
|
5.63K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.25% |
$836 - $902
|
1.18K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.26% |
$836 - $902
|
1.18K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3+ 0.18% |
$836 - $902
|
1.68K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.08% |
$836 - $902
|
3.95K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
3+ 0.12% |
$836 - $902
|
2.52K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.08% |
$836 - $902
|
3.89K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.41% |
$836 - $902
|
740
$220K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
3+ 0.14% |
$836 - $902
|
2.16K
$643K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.08% |
$557 - $601
|
2.39K
$710K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$557 - $601
|
6.6K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.26% |
$557 - $601
|
777
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.08% |
$557 - $601
|
2.54K
$756K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2+ 0.2% |
$557 - $601
|
1.02K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.07% |
$557 - $601
|
2.69K
$799K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 1.24% |
$557 - $601
|
163
$48.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$557 - $601
|
3.81K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$557 - $601
|
2.61K
$775K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.56% |
$557 - $601
|
358
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.02% |
$557 - $601
|
9.57K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$557 - $601
|
1.08K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$557 - $601
|
4.36K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.12% |
$557 - $601
|
1.64K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 0.96% |
$557 - $601
|
210
$62.4K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$557 - $601
|
3.66K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.11% |
$279 - $301
|
875
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1+ 0.12% |
$279 - $301
|
815
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$279 - $301
|
1.07K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.08% |
$279 - $301
|
1.22K
$362K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$279 - $301
|
2.9K
$862K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 4.17% |
$279 - $301
|
25
$7.43K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.1% |
$279 - $301
|
1.02K
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$279 - $301
|
724
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1+ 0.09% |
$279 - $301
|
1.05K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$279 - $301
|
577
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1+ 0.09% |
$279 - $301
|
1.16K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.03% |
$279 - $301
|
2.95K
$877K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.04% |
$279 - $301
|
2.44K
$727K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$279 - $301
|
4.64K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.09% |
$279 - $301
|
1.11K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.08% |
$279 - $301
|
1.29K
$385K
|