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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
481+ 0.47% |
$127K - $143K
|
102K
$30.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
479+ 1.67% |
$126K - $142K
|
29.2K
$8.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
477+ 8.59% |
$126K - $142K
|
6.03K
$1.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
476+ 7.29% |
$125K - $141K
|
7.01K
$2.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
476+ 25.93% |
$125K - $141K
|
2.31K
$697K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
475+ 5.69% |
$125K - $141K
|
8.82K
$2.66M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
475+ 3.42% |
$125K - $141K
|
14.4K
$4.33M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
475+ 31.88% |
$125K - $141K
|
1.97K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
474+ 15.49% |
$125K - $141K
|
3.54K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
474+ 0.72% |
$125K - $141K
|
66.4K
$20M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
470+ 30.72% |
$124K - $140K
|
2K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
470+ 2.77% |
$124K - $140K
|
17.5K
$5.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
467+ 13.8% |
$123K - $139K
|
3.85K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
466+ 3.33% |
$123K - $138K
|
14.5K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
466+ 7.81% |
$123K - $138K
|
6.43K
$1.94M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
462+ 49.2% |
$122K - $137K
|
1.4K
$422K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
459+ 0.82% |
$121K - $136K
|
56.2K
$16.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
459New |
$121K - $136K
|
459
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
456+ 3.85% |
$120K - $135K
|
12.3K
$3.71M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
456+ 1.04% |
$120K - $135K
|
44.4K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
452+ 30.09% |
$119K - $134K
|
1.95K
$589K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
451+ 42.27% |
$119K - $134K
|
1.52K
$458K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
450+ 0.56% |
$119K - $134K
|
80.4K
$24.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
447+ 9.79% |
$118K - $133K
|
5.02K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
444+ 16.04% |
$117K - $132K
|
3.21K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
441+ 1.56% |
$116K - $131K
|
28.7K
$8.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
437+ 19.02% |
$115K - $130K
|
2.74K
$825K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
433+ 23.86% |
$114K - $129K
|
2.25K
$678K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
432New |
$114K - $128K
|
432
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
426+ 1.46% |
$112K - $127K
|
29.7K
$8.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
425+ 11.36% |
$112K - $126K
|
4.17K
$1.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
424+ 20.49% |
$112K - $126K
|
2.49K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
421+ 4.85% |
$111K - $125K
|
9.1K
$2.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
419+ 4.3% |
$110K - $124K
|
10.2K
$3.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
418+ 59.21% |
$110K - $124K
|
1.12K
$339K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
417+ 6.93% |
$110K - $124K
|
6.43K
$1.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
416+ 1.71% |
$110K - $124K
|
24.7K
$7.45M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
414+ 39.39% |
$109K - $123K
|
1.47K
$442K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
411+ 7.39% |
$108K - $122K
|
5.97K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
411+ 1.0% |
$108K - $122K
|
41.3K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
410+ 18.86% |
$108K - $122K
|
2.58K
$779K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
406+ 8.26% |
$107K - $121K
|
5.32K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
403+ 6.87% |
$106K - $120K
|
6.27K
$1.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
402+ 0.75% |
$106K - $119K
|
53.8K
$16.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
397+ 11.3% |
$105K - $118K
|
3.91K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
395New |
$104K - $117K
|
395
$119K
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
395+ 52.67% |
$104K - $117K
|
1.15K
$345K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
390+ 4.41% |
$103K - $116K
|
9.23K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
383+ 8.37% |
$101K - $114K
|
4.96K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
382+ 47.22% |
$101K - $114K
|
1.19K
$359K
|