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 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-11- 0.47% |
$2.9K - $3.27K
|
2.35K
$699K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11- 0.27% |
$2.9K - $3.27K
|
4.07K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 0.1% |
$2.9K - $3.27K
|
10.5K
$3.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-11- 0.21% |
$2.9K - $3.27K
|
5.12K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-11- 1.24% |
$2.9K - $3.27K
|
873
$260K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11- 0.74% |
$2.9K - $3.27K
|
1.48K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-11- 0.67% |
$2.9K - $3.27K
|
1.62K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11- 1.04% |
$2.9K - $3.27K
|
1.05K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-12- 0.24% |
$3.16K - $3.57K
|
5.03K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-12- 0.37% |
$3.16K - $3.57K
|
3.25K
$967K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12- 0.27% |
$3.16K - $3.57K
|
4.38K
$1.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-12- 0.92% |
$3.16K - $3.57K
|
1.3K
$386K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-12- 1.09% |
$3.16K - $3.57K
|
1.09K
$324K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-12- 0.88% |
$3.16K - $3.57K
|
1.36K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-13- 1.31% |
$3.42K - $3.86K
|
982
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-13- 0.76% |
$3.42K - $3.86K
|
1.7K
$505K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14- 0.67% |
$3.69K - $4.16K
|
2.07K
$616K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-14- 0.55% |
$3.69K - $4.16K
|
2.55K
$759K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-14- 0.34% |
$3.69K - $4.16K
|
4.11K
$1.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-14- 0.37% |
$3.69K - $4.16K
|
3.79K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-14- 0.42% |
$3.69K - $4.16K
|
3.3K
$982K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.31% |
$3.69K - $4.16K
|
4.55K
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-14- 1.26% |
$3.69K - $4.16K
|
1.1K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-14- 0.07% |
$3.69K - $4.16K
|
19.4K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-14- 1.58% |
$3.69K - $4.16K
|
871
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-15- 0.88% |
$3.95K - $4.46K
|
1.69K
$502K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-15- 0.52% |
$3.95K - $4.46K
|
2.9K
$861K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-15- 0.65% |
$3.95K - $4.46K
|
2.29K
$682K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 1.01% |
$3.95K - $4.46K
|
1.47K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.56% |
$3.95K - $4.46K
|
2.67K
$793K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-15- 1.5% |
$3.95K - $4.46K
|
982
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-16- 1.55% |
$4.22K - $4.75K
|
1.02K
$303K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-16- 0.2% |
$4.22K - $4.75K
|
8.05K
$2.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-16- 0.4% |
$4.22K - $4.75K
|
3.97K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-16- 0.03% |
$4.22K - $4.75K
|
49.3K
$14.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-16- 40.0% |
$4.22K - $4.75K
|
24
$7.14K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-16- 1.8% |
$4.22K - $4.75K
|
874
$260K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-16- 5.65% |
$4.22K - $4.75K
|
267
$79.4K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-16- 0.2% |
$4.22K - $4.75K
|
8.05K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-17- 22.08% |
$4.48K - $5.05K
|
60
$17.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17- 1.18% |
$4.48K - $5.05K
|
1.42K
$423K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-17- 1.81% |
$4.48K - $5.05K
|
920
$274K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-18- 0.51% |
$4.74K - $5.35K
|
3.53K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-18- 0.82% |
$4.74K - $5.35K
|
2.18K
$648K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-18- 0.71% |
$4.74K - $5.35K
|
2.54K
$754K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
SELL
|
- |
-18- 2.15% |
$4.74K - $5.35K
|
821
$244K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 3.39% |
$4.74K - $5.35K
|
513
$153K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-18- 1.83% |
$4.74K - $5.35K
|
968
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-18- 0.2% |
$4.74K - $5.35K
|
8.98K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-18- 0.41% |
$4.74K - $5.35K
|
4.35K
$1.29M
|