Purchases and Sales Made in Q3 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.03K+ 3.2% |
$271K - $306K
|
33.2K
$9.91M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.02K+ 3.1% |
$268K - $303K
|
33.9K
$10.1M
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.02K+ 3.99% |
$268K - $302K
|
26.5K
$7.92M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.01K+ 6.72% |
$267K - $301K
|
16.1K
$4.81M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.01K+ 2.67% |
$266K - $300K
|
38.7K
$11.6M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1K+ 15.54% |
$264K - $297K
|
7.44K
$2.22M
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
1K+ 38.99% |
$263K - $297K
|
3.57K
$1.07M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
999+ 2.76% |
$263K - $297K
|
37.3K
$11.1M
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
997New |
$263K - $296K
|
997
$298K
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
983+ 189.04% |
$259K - $292K
|
1.5K
$449K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
981+ 1.97% |
$258K - $291K
|
50.8K
$15.2M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
973+ 250.13% |
$256K - $289K
|
1.36K
$407K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
971+ 11.24% |
$256K - $289K
|
9.61K
$2.87M
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
970+ 17.35% |
$256K - $288K
|
6.56K
$1.96M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
958New |
$252K - $285K
|
958
$286K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
955+ 4.59% |
$252K - $284K
|
21.8K
$6.51M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
954+ 4770.0% |
$251K - $283K
|
974
$291K
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
951New |
$251K - $283K
|
951
$284K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
943+ 5.85% |
$248K - $280K
|
17.1K
$5.1M
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
937+ 3.62% |
$247K - $278K
|
26.8K
$8.02M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
933New |
$246K - $277K
|
933
$279K
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
922+ 41.57% |
$243K - $274K
|
3.14K
$939K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
916+ 9.64% |
$241K - $272K
|
10.4K
$3.12M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
915+ 38.99% |
$241K - $272K
|
3.26K
$975K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
905+ 1.05% |
$238K - $269K
|
86.9K
$26M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
904+ 22.69% |
$238K - $269K
|
4.89K
$1.46M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
893+ 3.03% |
$235K - $265K
|
30.3K
$9.07M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
889New |
$234K - $264K
|
889
$266K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
889+ 4.31% |
$234K - $264K
|
21.5K
$6.44M
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
887New |
$234K - $264K
|
887
$265K
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
884+ 5.68% |
$233K - $263K
|
16.5K
$4.92M
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
882+ 0.82% |
$232K - $262K
|
108K
$32.3M
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
879+ 8.5% |
$232K - $261K
|
11.2K
$3.35M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
873+ 9.37% |
$230K - $259K
|
10.2K
$3.05M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
871New |
$229K - $259K
|
871
$260K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
871+ 2.2% |
$229K - $259K
|
40.5K
$12.1M
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
868New |
$229K - $258K
|
868
$260K
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
867+ 16.6% |
$228K - $258K
|
6.09K
$1.82M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
864+ 4.66% |
$228K - $257K
|
19.4K
$5.8M
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
853+ 7.82% |
$225K - $253K
|
11.8K
$3.51M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
851+ 7.71% |
$224K - $253K
|
11.9K
$3.55M
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
849New |
$224K - $252K
|
849
$254K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
849+ 17.53% |
$224K - $252K
|
5.69K
$1.7M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
846+ 2.51% |
$223K - $251K
|
34.6K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
842New |
$222K - $250K
|
842
$252K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
835+ 4.62% |
$220K - $248K
|
18.9K
$5.65M
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
825+ 5.34% |
$217K - $245K
|
16.3K
$4.86M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
823+ 6.42% |
$217K - $245K
|
13.6K
$4.08M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
820+ 9.41% |
$216K - $244K
|
9.54K
$2.85M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
817+ 1.83% |
$215K - $243K
|
45.4K
$13.6M
|