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 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
41+ 27.7% |
$10.8K - $12.2K
|
189
$56.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
41+ 5.43% |
$10.8K - $12.2K
|
796
$237K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
41+ 0.48% |
$10.8K - $12.2K
|
8.63K
$2.57M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40+ 0.2% |
$10.5K - $11.9K
|
20.1K
$5.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
40+ 4.85% |
$10.5K - $11.9K
|
864
$257K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
40+ 4.97% |
$10.5K - $11.9K
|
845
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
40+ 1.13% |
$10.5K - $11.9K
|
3.58K
$1.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
39+ 0.64% |
$10.3K - $11.6K
|
6.12K
$1.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39+ 4.6% |
$10.3K - $11.6K
|
887
$264K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
39+ 2.54% |
$10.3K - $11.6K
|
1.58K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 0.81% |
$10K - $11.3K
|
4.7K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
38+ 0.32% |
$10K - $11.3K
|
11.8K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38+ 2.5% |
$10K - $11.3K
|
1.56K
$463K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37+ 3.1% |
$9.75K - $11K
|
1.23K
$366K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
37+ 4.79% |
$9.75K - $11K
|
810
$241K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
37+ 0.38% |
$9.75K - $11K
|
9.82K
$2.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
37+ 0.5% |
$9.75K - $11K
|
7.46K
$2.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
37+ 0.83% |
$9.75K - $11K
|
4.51K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
37+ 2.72% |
$9.75K - $11K
|
1.4K
$415K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
36+ 3.4% |
$9.48K - $10.7K
|
1.1K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
35+ 1.77% |
$9.22K - $10.4K
|
2.01K
$597K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
35+ 0.92% |
$9.22K - $10.4K
|
3.82K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
35+ 21.88% |
$9.22K - $10.4K
|
195
$58K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 1.31% |
$9.22K - $10.4K
|
2.7K
$802K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34+ 0.88% |
$8.96K - $10.1K
|
3.88K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
34+ 1.87% |
$8.96K - $10.1K
|
1.85K
$550K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
34+ 2.47% |
$8.96K - $10.1K
|
1.41K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
34+ 3.5% |
$8.96K - $10.1K
|
1.01K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34+ 3.36% |
$8.96K - $10.1K
|
1.05K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
33+ 1.66% |
$8.69K - $9.81K
|
2.03K
$602K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
32+ 0.16% |
$8.43K - $9.51K
|
19.9K
$5.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
32+ 1.34% |
$8.43K - $9.51K
|
2.42K
$718K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
32+ 0.26% |
$8.43K - $9.51K
|
12.5K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
31+ 0.2% |
$8.17K - $9.21K
|
15.8K
$4.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
31+ 0.43% |
$8.17K - $9.21K
|
7.19K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
31+ 0.28% |
$8.17K - $9.21K
|
10.9K
$3.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
31+ 5.12% |
$8.17K - $9.21K
|
636
$189K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
30+ 0.87% |
$7.9K - $8.91K
|
3.46K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30+ 0.33% |
$7.9K - $8.91K
|
9.22K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
30+ 2.27% |
$7.9K - $8.91K
|
1.35K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
30+ 0.63% |
$7.9K - $8.91K
|
4.76K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
30New |
$7.9K - $8.91K
|
30
$8.92K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
30+ 0.39% |
$7.9K - $8.91K
|
7.77K
$2.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
29+ 0.18% |
$7.64K - $8.62K
|
16.2K
$4.83M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
28+ 0.26% |
$7.38K - $8.32K
|
10.7K
$3.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
28+ 0.46% |
$7.38K - $8.32K
|
6.06K
$1.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
28+ 1.22% |
$7.38K - $8.32K
|
2.33K
$693K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
27+ 0.56% |
$7.11K - $8.02K
|
4.84K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
27+ 0.71% |
$7.11K - $8.02K
|
3.81K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 0.89% |
$7.11K - $8.02K
|
3.06K
$910K
|