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 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
229+ 3.75% |
$60.3K - $68K
|
6.34K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
229+ 5.53% |
$60.3K - $68K
|
4.37K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
224+ 8.36% |
$59K - $66.6K
|
2.91K
$864K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
224+ 9.61% |
$59K - $66.6K
|
2.56K
$760K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
223+ 1.59% |
$58.7K - $66.3K
|
14.3K
$4.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
221+ 6.76% |
$58.2K - $65.7K
|
3.49K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
221+ 5.45% |
$58.2K - $65.7K
|
4.28K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
220+ 15.28% |
$58K - $65.4K
|
1.66K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
220+ 6.23% |
$58K - $65.4K
|
3.75K
$1.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
216+ 8.82% |
$56.9K - $64.2K
|
2.67K
$792K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
215+ 2.21% |
$56.6K - $63.9K
|
9.95K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
215+ 5.86% |
$56.6K - $63.9K
|
3.88K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
215+ 12.64% |
$56.6K - $63.9K
|
1.92K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
214+ 15.13% |
$56.4K - $63.6K
|
1.63K
$484K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
213+ 2.19% |
$56.1K - $63.3K
|
9.92K
$2.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
213+ 8.62% |
$56.1K - $63.3K
|
2.68K
$798K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
210+ 14.53% |
$55.3K - $62.4K
|
1.66K
$492K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
209+ 29.35% |
$55.1K - $62.1K
|
921
$274K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
209+ 7.13% |
$55.1K - $62.1K
|
3.14K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
207+ 1.71% |
$54.5K - $61.5K
|
12.3K
$3.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
205+ 5.51% |
$54K - $60.9K
|
3.93K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
204+ 4.86% |
$53.7K - $60.6K
|
4.4K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
201+ 7.11% |
$53K - $59.7K
|
3.03K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
201+ 2.61% |
$53K - $59.7K
|
7.9K
$2.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
200+ 7.8% |
$52.7K - $59.4K
|
2.76K
$822K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
200+ 23.98% |
$52.7K - $59.4K
|
1.03K
$307K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
200+ 6.02% |
$52.7K - $59.4K
|
3.52K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200+ 107.53% |
$52.7K - $59.4K
|
386
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
200New |
$52.7K - $59.4K
|
200
$59.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 8.7% |
$52.7K - $59.4K
|
2.5K
$743K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
200New |
$52.7K - $59.4K
|
200
$59.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
200+ 3.39% |
$52.7K - $59.4K
|
6.1K
$1.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
199+ 0.88% |
$52.4K - $59.1K
|
22.8K
$6.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
198+ 16.03% |
$52.2K - $58.8K
|
1.43K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
196+ 11.48% |
$51.6K - $58.2K
|
1.9K
$566K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
195+ 3.29% |
$51.4K - $57.9K
|
6.13K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
195+ 1.12% |
$51.4K - $57.9K
|
17.6K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
193+ 18.35% |
$50.8K - $57.3K
|
1.25K
$370K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
191+ 3.92% |
$50.3K - $56.8K
|
5.07K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
191+ 5.22% |
$50.3K - $56.8K
|
3.85K
$1.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
190+ 11.49% |
$50.1K - $56.5K
|
1.84K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
189+ 3.01% |
$49.8K - $56.2K
|
6.48K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
188+ 0.17% |
$49.5K - $55.9K
|
112K
$33.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
181+ 10.63% |
$47.7K - $53.8K
|
1.88K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
181+ 15.7% |
$47.7K - $53.8K
|
1.33K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
179+ 6.68% |
$47.2K - $53.2K
|
2.86K
$850K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
179+ 0.48% |
$47.2K - $53.2K
|
37.7K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
179+ 8.28% |
$47.2K - $53.2K
|
2.34K
$696K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
178+ 13.84% |
$46.9K - $52.9K
|
1.46K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
178+ 5.75% |
$46.9K - $52.9K
|
3.27K
$974K
|