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 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-20- 0.25% |
$5.57K - $6.01K
|
7.9K
$2.35M
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-20- 1.79% |
$5.57K - $6.01K
|
1.1K
$327K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-21- 1.47% |
$5.85K - $6.31K
|
1.41K
$418K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-21- 0.57% |
$5.85K - $6.31K
|
3.68K
$1.09M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-21- 3.01% |
$5.85K - $6.31K
|
676
$201K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.47% |
$6.13K - $6.61K
|
4.61K
$1.37M
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-22- 17.19% |
$6.13K - $6.61K
|
106
$31.5K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-22- 1.96% |
$6.13K - $6.61K
|
1.1K
$327K
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-22- 0.75% |
$6.13K - $6.61K
|
2.9K
$863K
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-23- 0.32% |
$6.41K - $6.91K
|
7.14K
$2.12M
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-23- 0.95% |
$6.41K - $6.91K
|
2.41K
$715K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-23- 0.69% |
$6.41K - $6.91K
|
3.33K
$989K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-23- 1.72% |
$6.41K - $6.91K
|
1.31K
$390K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-23- 0.56% |
$6.41K - $6.91K
|
4.06K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-23- 1.11% |
$6.41K - $6.91K
|
2.06K
$612K
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-24- 1.32% |
$6.69K - $7.21K
|
1.79K
$532K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.67% |
$6.69K - $7.21K
|
1.41K
$420K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-24- 11.76% |
$6.69K - $7.21K
|
180
$53.5K
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-24- 2.43% |
$6.69K - $7.21K
|
962
$286K
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-24- 2.26% |
$6.69K - $7.21K
|
1.04K
$309K
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-24- 2.14% |
$6.69K - $7.21K
|
1.1K
$326K
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 0.68% |
$6.96K - $7.51K
|
3.64K
$1.08M
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-25- 1.83% |
$6.96K - $7.51K
|
1.34K
$399K
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-25- 2.22% |
$6.96K - $7.51K
|
1.1K
$328K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25- 1.67% |
$6.96K - $7.51K
|
1.47K
$437K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 0.33% |
$6.96K - $7.51K
|
7.59K
$2.26M
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 5.1% |
$7.24K - $7.81K
|
484
$144K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-26- 1.34% |
$7.24K - $7.81K
|
1.92K
$571K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-26- 1.1% |
$7.24K - $7.81K
|
2.33K
$692K
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-26- 0.68% |
$7.24K - $7.81K
|
3.8K
$1.13M
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-26- 0.13% |
$7.24K - $7.81K
|
19.3K
$5.75M
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-26- 5.86% |
$7.24K - $7.81K
|
418
$124K
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-26- 3.17% |
$7.24K - $7.81K
|
795
$236K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-27- 2.9% |
$7.52K - $8.11K
|
904
$269K
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-27- 0.34% |
$7.52K - $8.11K
|
7.98K
$2.37M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27- 0.74% |
$7.52K - $8.11K
|
3.64K
$1.08M
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 0.76% |
$7.52K - $8.11K
|
3.52K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-27- 0.5% |
$7.52K - $8.11K
|
5.35K
$1.59M
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-28- 0.05% |
$7.8K - $8.41K
|
57.1K
$17M
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-29- 3.79% |
$8.08K - $8.72K
|
737
$219K
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-29- 0.41% |
$8.08K - $8.72K
|
6.98K
$2.07M
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-29- 0.3% |
$8.08K - $8.72K
|
9.73K
$2.89M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.64% |
$8.08K - $8.72K
|
4.5K
$1.34M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-30- 1.22% |
$8.36K - $9.02K
|
2.43K
$722K
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-30- 0.44% |
$8.36K - $9.02K
|
6.8K
$2.02M
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-30- 0.46% |
$8.36K - $9.02K
|
6.48K
$1.93M
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-30- 2.18% |
$8.36K - $9.02K
|
1.34K
$399K
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-30- 0.97% |
$8.36K - $9.02K
|
3.05K
$908K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-30- 1.9% |
$8.36K - $9.02K
|
1.55K
$460K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-30- 78.95% |
$8.36K - $9.02K
|
8
$2.38K
|