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
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-665- 11.41% |
$175K - $198K
|
5.16K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-673- 9.35% |
$177K - $200K
|
6.53K
$1.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-677- 3.88% |
$178K - $201K
|
16.8K
$5.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-679- 0.67% |
$179K - $202K
|
100K
$29.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-684- 22.43% |
$180K - $203K
|
2.37K
$706K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-698- 6.31% |
$184K - $207K
|
10.4K
$3.09M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-700- 5.91% |
$184K - $208K
|
11.1K
$3.33M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-709Closed |
$187K - $211K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-717- 4.24% |
$189K - $213K
|
16.2K
$4.83M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-717- 13.48% |
$189K - $213K
|
4.6K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-718- 4.02% |
$189K - $213K
|
17.1K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-724- 3.05% |
$191K - $215K
|
23K
$6.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-726- 0.67% |
$191K - $216K
|
107K
$32M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-728- 1.44% |
$192K - $216K
|
49.9K
$14.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-729- 7.05% |
$192K - $217K
|
9.62K
$2.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-735- 13.41% |
$194K - $218K
|
4.75K
$1.42M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-735Closed |
$194K - $218K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-759- 4.2% |
$200K - $226K
|
17.3K
$5.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-761- 2.9% |
$200K - $226K
|
25.4K
$7.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-765- 2.94% |
$202K - $227K
|
25.3K
$7.54M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-766- 21.58% |
$202K - $228K
|
2.78K
$831K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-771- 1.54% |
$203K - $229K
|
49.2K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-780- 0.93% |
$205K - $232K
|
82.9K
$24.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-781- 1.56% |
$206K - $232K
|
49.3K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-786- 0.99% |
$207K - $234K
|
78.9K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-795- 9.76% |
$209K - $236K
|
7.35K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-800- 21.94% |
$211K - $238K
|
2.85K
$850K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-820- 5.04% |
$216K - $244K
|
15.4K
$4.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-824- 5.25% |
$217K - $245K
|
14.9K
$4.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-826- 2.06% |
$218K - $245K
|
39.3K
$11.7M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-827Closed |
$218K - $246K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-830- 3.28% |
$219K - $247K
|
24.5K
$7.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-835- 5.4% |
$220K - $248K
|
14.6K
$4.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-862- 41.97% |
$227K - $256K
|
1.19K
$356K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-878- 1.34% |
$231K - $261K
|
64.8K
$19.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-879- 0.48% |
$232K - $261K
|
184K
$54.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-880- 13.45% |
$232K - $261K
|
5.66K
$1.69M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-881- 4.77% |
$232K - $262K
|
17.6K
$5.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-882- 3.88% |
$232K - $262K
|
21.8K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-882- 4.35% |
$232K - $262K
|
19.4K
$5.79M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-885Closed |
$233K - $263K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-889- 1.72% |
$234K - $264K
|
50.9K
$15.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-890- 2.85% |
$234K - $264K
|
30.3K
$9.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-895- 0.62% |
$236K - $266K
|
143K
$42.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-895- 40.22% |
$236K - $266K
|
1.33K
$397K
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-900- 7.79% |
$237K - $267K
|
10.7K
$3.18M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.45% |
$237K - $267K
|
200K
$59.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-910- 21.0% |
$240K - $270K
|
3.42K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-915- 50.41% |
$241K - $272K
|
900
$269K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-930- 1.57% |
$245K - $276K
|
58.5K
$17.5M
|