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
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-67- 3.1% |
$17.7K - $19.9K
|
2.09K
$624K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-67- 4.06% |
$17.7K - $19.9K
|
1.58K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-67- 5.74% |
$17.7K - $19.9K
|
1.1K
$329K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-68- 3.94% |
$17.9K - $20.2K
|
1.66K
$495K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-68- 3.2% |
$17.9K - $20.2K
|
2.06K
$615K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-68- 4.45% |
$17.9K - $20.2K
|
1.46K
$436K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-69- 3.05% |
$18.2K - $20.5K
|
2.19K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-69- 0.96% |
$18.2K - $20.5K
|
7.14K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-69- 0.56% |
$18.2K - $20.5K
|
12.4K
$3.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-70- 0.2% |
$18.4K - $20.8K
|
34.5K
$10.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70- 31.25% |
$18.4K - $20.8K
|
154
$46K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 2.13% |
$18.4K - $20.8K
|
3.21K
$958K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-70- 0.57% |
$18.4K - $20.8K
|
12.1K
$3.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-71- 0.64% |
$18.7K - $21.1K
|
11K
$3.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-71- 5.68% |
$18.7K - $21.1K
|
1.18K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-71- 7.31% |
$18.7K - $21.1K
|
900
$269K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-73- 4.87% |
$19.2K - $21.7K
|
1.43K
$426K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-73- 5.31% |
$19.2K - $21.7K
|
1.3K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-75- 7.85% |
$19.8K - $22.3K
|
881
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-75- 8.21% |
$19.8K - $22.3K
|
839
$250K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-75- 0.52% |
$19.8K - $22.3K
|
14.4K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-75- 1.14% |
$19.8K - $22.3K
|
6.5K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-75- 1.49% |
$19.8K - $22.3K
|
4.95K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
SELL
|
- |
-75- 7.89% |
$19.8K - $22.3K
|
875
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-76- 0.85% |
$20K - $22.6K
|
8.84K
$2.64M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-76- 0.65% |
$20K - $22.6K
|
11.7K
$3.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-77- 2.38% |
$20.3K - $22.9K
|
3.16K
$944K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-78- 2.43% |
$20.5K - $23.2K
|
3.13K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-78- 8.53% |
$20.5K - $23.2K
|
836
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-79- 7.19% |
$20.8K - $23.5K
|
1.02K
$305K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-79- 1.5% |
$20.8K - $23.5K
|
5.18K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-79- 0.2% |
$20.8K - $23.5K
|
39.2K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-79- 1.56% |
$20.8K - $23.5K
|
4.98K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-80- 0.46% |
$21.1K - $23.8K
|
17.4K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-80- 1.05% |
$21.1K - $23.8K
|
7.51K
$2.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-81- 1.18% |
$21.3K - $24.1K
|
6.78K
$2.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-81- 3.13% |
$21.3K - $24.1K
|
2.5K
$748K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-81- 2.97% |
$21.3K - $24.1K
|
2.65K
$791K
|
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-82- 7.92% |
$21.6K - $24.4K
|
954
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-82- 6.72% |
$21.6K - $24.4K
|
1.14K
$340K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-83- 6.34% |
$21.9K - $24.7K
|
1.23K
$366K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-84- 4.26% |
$22.1K - $25K
|
1.89K
$563K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-84- 8.0% |
$22.1K - $25K
|
966
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-84- 0.63% |
$22.1K - $25K
|
13.2K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-85- 1.41% |
$22.4K - $25.3K
|
5.93K
$1.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-86- 8.6% |
$22.7K - $25.6K
|
914
$273K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-86- 1.87% |
$22.7K - $25.6K
|
4.5K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-87- 0.9% |
$22.9K - $25.9K
|
9.61K
$2.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-87- 0.42% |
$22.9K - $25.9K
|
20.4K
$6.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-88- 1.73% |
$23.2K - $26.1K
|
5K
$1.49M
|