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 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-168- 5.14% |
$44.3K - $49.9K
|
3.1K
$925K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-170- 0.16% |
$44.8K - $50.5K
|
104K
$31.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-170- 1.46% |
$44.8K - $50.5K
|
11.4K
$3.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-171- 4.53% |
$45K - $50.8K
|
3.6K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-173- 1.98% |
$45.6K - $51.4K
|
8.57K
$2.56M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-173- 7.5% |
$45.6K - $51.4K
|
2.13K
$637K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-174- 6.02% |
$45.8K - $51.7K
|
2.72K
$811K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-175- 77.78% |
$46.1K - $52K
|
50
$14.9K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-175- 5.66% |
$46.1K - $52K
|
2.92K
$871K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-176- 6.7% |
$46.4K - $52.3K
|
2.45K
$731K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-176- 6.83% |
$46.4K - $52.3K
|
2.4K
$716K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-176- 7.23% |
$46.4K - $52.3K
|
2.26K
$674K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-177- 0.54% |
$46.6K - $52.6K
|
32.4K
$9.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-179- 0.97% |
$47.2K - $53.2K
|
18.2K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-181- 12.44% |
$47.7K - $53.8K
|
1.27K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-183- 2.15% |
$48.2K - $54.4K
|
8.33K
$2.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-185- 1.24% |
$48.7K - $55K
|
14.7K
$4.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-187- 3.28% |
$49.3K - $55.6K
|
5.51K
$1.64M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-188- 7.3% |
$49.5K - $55.9K
|
2.39K
$713K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-189- 13.93% |
$49.8K - $56.2K
|
1.17K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-190- 1.09% |
$50.1K - $56.5K
|
17.2K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-191- 7.69% |
$50.3K - $56.8K
|
2.29K
$685K
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-192- 2.54% |
$50.6K - $57K
|
7.36K
$2.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-193- 5.01% |
$50.8K - $57.3K
|
3.66K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-194- 15.85% |
$51.1K - $57.6K
|
1.03K
$308K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-195- 3.09% |
$51.4K - $57.9K
|
6.12K
$1.83M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-196- 14.78% |
$51.6K - $58.2K
|
1.13K
$337K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-198- 4.42% |
$52.2K - $58.8K
|
4.28K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-199- 2.69% |
$52.4K - $59.1K
|
7.21K
$2.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-199- 2.4% |
$52.4K - $59.1K
|
8.1K
$2.42M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-200- 6.35% |
$52.7K - $59.4K
|
2.95K
$881K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-200- 15.74% |
$52.7K - $59.4K
|
1.07K
$320K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-200- 20.64% |
$52.7K - $59.4K
|
769
$230K
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 4.33% |
$52.7K - $59.4K
|
4.42K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-200- 18.67% |
$52.7K - $59.4K
|
871
$260K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-200- 1.05% |
$52.7K - $59.4K
|
18.9K
$5.65M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-200- 40.0% |
$52.7K - $59.4K
|
300
$89.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 4.77% |
$52.7K - $59.4K
|
3.99K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-200- 7.25% |
$52.7K - $59.4K
|
2.56K
$764K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-200- 5.2% |
$52.7K - $59.4K
|
3.64K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.73% |
$52.7K - $59.4K
|
27.1K
$8.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-200- 0.83% |
$52.7K - $59.4K
|
23.9K
$7.15M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-200- 8.45% |
$52.7K - $59.4K
|
2.17K
$647K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-200- 7.25% |
$52.7K - $59.4K
|
2.56K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-201- 2.89% |
$53K - $59.7K
|
6.75K
$2.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-203- 20.1% |
$53.5K - $60.3K
|
807
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-203- 6.36% |
$53.5K - $60.3K
|
2.99K
$892K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-203- 5.68% |
$53.5K - $60.3K
|
3.37K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-203- 16.96% |
$53.5K - $60.3K
|
994
$297K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-206- 9.52% |
$54.3K - $61.2K
|
1.96K
$585K
|