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 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
285+ 25.96% |
$75.1K - $84.7K
|
1.38K
$417K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
283+ 39.53% |
$74.6K - $84.1K
|
999
$301K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
283+ 1.91% |
$74.6K - $84.1K
|
15.1K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
283+ 8.45% |
$74.6K - $84.1K
|
3.63K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
282+ 6.59% |
$74.3K - $83.8K
|
4.56K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
281+ 1.96% |
$74K - $83.5K
|
14.6K
$4.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
280+ 6.94% |
$73.8K - $83.2K
|
4.32K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
280+ 14.81% |
$73.8K - $83.2K
|
2.17K
$654K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
280+ 1.33% |
$73.8K - $83.2K
|
21.3K
$6.44M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
280+ 12.52% |
$73.8K - $83.2K
|
2.52K
$759K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
279+ 1.84% |
$73.5K - $82.9K
|
15.5K
$4.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
279+ 1.44% |
$73.5K - $82.9K
|
19.7K
$5.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
277+ 4.35% |
$73K - $82.3K
|
6.65K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
275+ 32.54% |
$72.4K - $81.7K
|
1.12K
$338K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
275+ 7.22% |
$72.4K - $81.7K
|
4.09K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
270+ 3.3% |
$71.1K - $80.2K
|
8.45K
$2.55M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
267+ 0.65% |
$70.3K - $79.3K
|
41.3K
$12.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
266+ 1.94% |
$70.1K - $79K
|
14K
$4.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
265+ 9.73% |
$69.8K - $78.7K
|
2.99K
$901K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
262+ 10.8% |
$69K - $77.8K
|
2.69K
$811K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
262+ 6.68% |
$69K - $77.8K
|
4.19K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
261+ 1.2% |
$68.8K - $77.6K
|
22.1K
$6.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
260+ 5.76% |
$68.5K - $77.3K
|
4.78K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
260+ 8.96% |
$68.5K - $77.3K
|
3.16K
$954K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
260+ 4.36% |
$68.5K - $77.3K
|
6.23K
$1.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
259+ 19.91% |
$68.2K - $77K
|
1.56K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
254+ 0.94% |
$66.9K - $75.5K
|
27.2K
$8.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
253+ 5.48% |
$66.7K - $75.2K
|
4.87K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
251+ 9.23% |
$66.1K - $74.6K
|
2.97K
$895K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
251+ 1.27% |
$66.1K - $74.6K
|
20.1K
$6.05M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250+ 0.21% |
$65.9K - $74.3K
|
117K
$35.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
250+ 4.12% |
$65.9K - $74.3K
|
6.32K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
249+ 30.74% |
$65.6K - $74K
|
1.06K
$319K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
249+ 2.17% |
$65.6K - $74K
|
11.7K
$3.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
246+ 3.42% |
$64.8K - $73.1K
|
7.45K
$2.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
246+ 2.69% |
$64.8K - $73.1K
|
9.41K
$2.84M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
245+ 28.59% |
$64.5K - $72.8K
|
1.1K
$332K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
245+ 3.36% |
$64.5K - $72.8K
|
7.55K
$2.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
244+ 3.44% |
$64.3K - $72.5K
|
7.34K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
242+ 11.5% |
$63.8K - $71.9K
|
2.35K
$707K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
241+ 0.79% |
$63.5K - $71.6K
|
30.8K
$9.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
241+ 18.62% |
$63.5K - $71.6K
|
1.54K
$463K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
239+ 7.57% |
$63K - $71K
|
3.4K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
238+ 8.39% |
$62.7K - $70.7K
|
3.08K
$927K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
235+ 7.39% |
$61.9K - $69.8K
|
3.42K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
235+ 0.59% |
$61.9K - $69.8K
|
40.4K
$12.2M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
235+ 10.51% |
$61.9K - $69.8K
|
2.47K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
233+ 12.55% |
$61.4K - $69.2K
|
2.09K
$630K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
231+ 5.66% |
$60.9K - $68.6K
|
4.31K
$1.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
229+ 3.75% |
$60.3K - $68K
|
6.34K
$1.91M
|