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 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-351- 6.5% |
$92.5K - $104K
|
5.05K
$1.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-358- 0.17% |
$94.3K - $106K
|
209K
$62.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-360- 1.17% |
$94.8K - $107K
|
30.5K
$9.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-366- 6.61% |
$96.4K - $109K
|
5.17K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-369- 4.9% |
$97.2K - $110K
|
7.16K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-370- 42.58% |
$97.5K - $110K
|
499
$149K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-371- 2.66% |
$97.7K - $110K
|
13.6K
$4.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-374- 2.58% |
$98.5K - $111K
|
14.1K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-375- 28.78% |
$98.8K - $111K
|
928
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-375- 5.09% |
$98.8K - $111K
|
6.99K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-381- 0.11% |
$100K - $113K
|
355K
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-384- 26.67% |
$101K - $114K
|
1.06K
$315K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-396- 21.63% |
$104K - $118K
|
1.44K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-400- 12.22% |
$105K - $119K
|
2.87K
$858K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-403- 13.96% |
$106K - $120K
|
2.48K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-403- 13.59% |
$106K - $120K
|
2.56K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-406- 4.52% |
$107K - $121K
|
8.57K
$2.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-410- 16.02% |
$108K - $122K
|
2.15K
$642K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-412- 2.91% |
$109K - $122K
|
13.7K
$4.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-413- 2.15% |
$109K - $123K
|
18.8K
$5.61M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-414- 2.66% |
$109K - $123K
|
15.1K
$4.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-416- 0.96% |
$110K - $124K
|
42.9K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-419- 14.03% |
$110K - $124K
|
2.57K
$767K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-419- 4.47% |
$110K - $124K
|
8.96K
$2.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-421- 0.64% |
$111K - $125K
|
65.6K
$19.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-422- 2.17% |
$111K - $125K
|
19.1K
$5.69M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-426- 3.74% |
$112K - $127K
|
11K
$3.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-430- 0.28% |
$113K - $128K
|
154K
$46.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-430- 77.34% |
$113K - $128K
|
126
$37.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-435- 0.67% |
$115K - $129K
|
64.3K
$19.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-438- 2.71% |
$115K - $130K
|
15.7K
$4.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-440- 8.09% |
$116K - $131K
|
5K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-441- 25.0% |
$116K - $131K
|
1.32K
$395K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-442- 3.18% |
$116K - $131K
|
13.5K
$4.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-443- 24.02% |
$117K - $132K
|
1.4K
$418K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-449- 5.56% |
$118K - $133K
|
7.63K
$2.28M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-450- 1.19% |
$119K - $134K
|
37.5K
$11.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-454- 0.75% |
$120K - $135K
|
60.1K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-457- 3.0% |
$120K - $136K
|
14.8K
$4.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-461- 18.69% |
$121K - $137K
|
2.01K
$599K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-463- 2.86% |
$122K - $138K
|
15.8K
$4.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-469- 5.17% |
$124K - $139K
|
8.61K
$2.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-470- 0.92% |
$124K - $140K
|
50.4K
$15M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-472- 10.06% |
$124K - $140K
|
4.22K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-474- 3.18% |
$125K - $141K
|
14.4K
$4.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-476- 1.27% |
$125K - $141K
|
37K
$11M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-477- 1.73% |
$126K - $142K
|
27K
$8.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-480- 48.0% |
$126K - $143K
|
520
$155K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-481- 7.17% |
$127K - $143K
|
6.23K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-481- 10.74% |
$127K - $143K
|
4K
$1.19M
|