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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
810New |
$213K - $241K
|
810
$239K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
808+ 23.69% |
$213K - $240K
|
4.22K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
807+ 1.3% |
$213K - $240K
|
63.1K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
802+ 54.19% |
$211K - $238K
|
2.28K
$673K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
799+ 2.35% |
$210K - $237K
|
34.8K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
798+ 20.99% |
$210K - $237K
|
4.6K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
796+ 0.61% |
$210K - $237K
|
131K
$38.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
795+ 3.09% |
$209K - $236K
|
26.5K
$7.81M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
793+ 38.25% |
$209K - $236K
|
2.87K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
782+ 11.37% |
$206K - $232K
|
7.66K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
773New |
$204K - $230K
|
773
$228K
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
765+ 79.85% |
$202K - $227K
|
1.72K
$508K
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
764+ 80.68% |
$201K - $227K
|
1.71K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
759+ 8.2% |
$200K - $226K
|
10K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
757+ 6.18% |
$199K - $225K
|
13K
$3.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
750+ 35.41% |
$198K - $223K
|
2.87K
$845K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
743+ 19.68% |
$196K - $221K
|
4.52K
$1.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
739+ 2.78% |
$195K - $220K
|
27.3K
$8.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
730+ 17.1% |
$192K - $217K
|
5K
$1.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
727+ 22.6% |
$192K - $216K
|
3.94K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
717+ 15.23% |
$189K - $213K
|
5.43K
$1.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
713+ 0.65% |
$188K - $212K
|
110K
$32.4M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
709+ 26.03% |
$187K - $211K
|
3.43K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
705+ 7.19% |
$186K - $209K
|
10.5K
$3.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
703+ 4.95% |
$185K - $209K
|
14.9K
$4.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
701+ 4.36% |
$185K - $208K
|
16.8K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
700+ 11.78% |
$184K - $208K
|
6.64K
$1.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
699+ 103.71% |
$184K - $208K
|
1.37K
$405K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
693+ 76.74% |
$183K - $206K
|
1.6K
$470K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
686+ 4.07% |
$181K - $204K
|
17.5K
$5.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
683+ 7.89% |
$180K - $203K
|
9.34K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
682+ 4.55% |
$180K - $203K
|
15.7K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
680+ 4.49% |
$179K - $202K
|
15.8K
$4.66M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
679+ 1.44% |
$179K - $202K
|
48K
$14.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
679+ 0.69% |
$179K - $202K
|
99K
$29.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
678+ 1.13% |
$179K - $201K
|
60.7K
$17.9M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
677+ 94.42% |
$178K - $201K
|
1.39K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
676+ 1.06% |
$178K - $201K
|
64.4K
$19M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
670+ 6.55% |
$177K - $199K
|
10.9K
$3.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
669+ 6.89% |
$176K - $199K
|
10.4K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
668+ 3.05% |
$176K - $198K
|
22.6K
$6.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
667+ 30.13% |
$176K - $198K
|
2.88K
$849K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
666+ 3.6% |
$175K - $198K
|
19.2K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
666+ 13.74% |
$175K - $198K
|
5.51K
$1.63M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
665+ 29.3% |
$175K - $198K
|
2.94K
$865K
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
661+ 3.42% |
$174K - $196K
|
20K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
660+ 10.67% |
$174K - $196K
|
6.85K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
652+ 2.7% |
$172K - $194K
|
24.8K
$7.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
642+ 3.41% |
$169K - $191K
|
19.5K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
635+ 42.65% |
$167K - $189K
|
2.12K
$626K
|