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 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-51- 0.88% |
$13.4K - $15.2K
|
5.75K
$1.72M
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-51- 2.25% |
$13.4K - $15.2K
|
2.22K
$663K
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-51- 10.37% |
$13.4K - $15.2K
|
441
$132K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-53- 0.04% |
$14K - $15.7K
|
119K
$35.7M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-53- 0.62% |
$14K - $15.7K
|
8.47K
$2.53M
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-54- 5.12% |
$14.2K - $16K
|
1K
$299K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-54- 0.98% |
$14.2K - $16K
|
5.45K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-54- 2.72% |
$14.2K - $16K
|
1.93K
$577K
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-54- 4.31% |
$14.2K - $16K
|
1.2K
$358K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-55- 0.3% |
$14.5K - $16.3K
|
18.1K
$5.39M
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-55- 0.31% |
$14.5K - $16.3K
|
17.5K
$5.22M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-55- 1.98% |
$14.5K - $16.3K
|
2.72K
$813K
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-55- 4.99% |
$14.5K - $16.3K
|
1.05K
$313K
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-55- 0.41% |
$14.5K - $16.3K
|
13.4K
$4M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-55- 0.64% |
$14.5K - $16.3K
|
8.51K
$2.54M
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-56- 1.4% |
$14.8K - $16.6K
|
3.96K
$1.18M
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-56- 2.74% |
$14.8K - $16.6K
|
1.99K
$594K
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-56- 2.78% |
$14.8K - $16.6K
|
1.96K
$584K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-57- 0.27% |
$15K - $16.9K
|
20.9K
$6.24M
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-58- 4.3% |
$15.3K - $17.2K
|
1.29K
$385K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-58- 6.79% |
$15.3K - $17.2K
|
796
$238K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-58- 4.45% |
$15.3K - $17.2K
|
1.25K
$372K
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-60- 2.34% |
$15.8K - $17.8K
|
2.5K
$747K
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-60- 1.16% |
$15.8K - $17.8K
|
5.1K
$1.52M
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-60- 3.36% |
$15.8K - $17.8K
|
1.73K
$515K
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-60- 1.85% |
$15.8K - $17.8K
|
3.19K
$953K
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-60- 1.03% |
$15.8K - $17.8K
|
5.78K
$1.73M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-60- 1.9% |
$15.8K - $17.8K
|
3.1K
$924K
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-60- 0.45% |
$15.8K - $17.8K
|
13.3K
$3.96M
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-60- 0.38% |
$15.8K - $17.8K
|
15.9K
$4.74M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-61- 1.27% |
$16.1K - $18.1K
|
4.75K
$1.42M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-61- 0.83% |
$16.1K - $18.1K
|
7.29K
$2.18M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-62- 3.02% |
$16.3K - $18.4K
|
1.99K
$594K
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-62- 0.97% |
$16.3K - $18.4K
|
6.34K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-62- 1.01% |
$16.3K - $18.4K
|
6.11K
$1.82M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-63- 2.28% |
$16.6K - $18.7K
|
2.7K
$806K
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-63- 0.62% |
$16.6K - $18.7K
|
10.2K
$3.04M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-63- 5.82% |
$16.6K - $18.7K
|
1.02K
$305K
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-64- 0.64% |
$16.9K - $19K
|
9.97K
$2.98M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-64- 1.16% |
$16.9K - $19K
|
5.48K
$1.63M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-65- 3.32% |
$17.1K - $19.3K
|
1.89K
$565K
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-65- 0.8% |
$17.1K - $19.3K
|
8.02K
$2.4M
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.81% |
$17.1K - $19.3K
|
7.99K
$2.39M
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-65- 1.95% |
$17.1K - $19.3K
|
3.27K
$976K
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-65- 0.23% |
$17.1K - $19.3K
|
28.5K
$8.52M
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-65- 0.23% |
$17.1K - $19.3K
|
28.5K
$8.52M
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-66- 0.28% |
$17.4K - $19.6K
|
23.8K
$7.1M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-66- 0.4% |
$17.4K - $19.6K
|
16.6K
$4.95M
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-66- 1.16% |
$17.4K - $19.6K
|
5.6K
$1.67M
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-67- 6.78% |
$17.7K - $19.9K
|
921
$275K
|