Purchases and Sales Made in Q4 2021 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
841New |
$199K - $226K
|
841
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
840New |
$199K - $226K
|
840
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
840+ 5.83% |
$199K - $226K
|
15.3K
$4.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
839New |
$198K - $225K
|
839
$253K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
837New |
$198K - $225K
|
837
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
836+ 44.97% |
$198K - $224K
|
2.7K
$813K
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
835New |
$197K - $224K
|
835
$252K
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
831New |
$196K - $223K
|
831
$251K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
830+ 1.03% |
$196K - $223K
|
81.5K
$24.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
828+ 3.44% |
$196K - $222K
|
24.9K
$7.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
824+ 9.55% |
$195K - $221K
|
9.46K
$2.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
821New |
$194K - $220K
|
821
$248K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
813New |
$192K - $218K
|
813
$245K
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
813New |
$192K - $218K
|
813
$245K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
812New |
$192K - $218K
|
812
$245K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
810New |
$192K - $217K
|
810
$244K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
810New |
$192K - $217K
|
810
$244K
|
|
|
Feb 04, 2022
Q4 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
809+ 4.05% |
$191K - $217K
|
20.8K
$6.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
805+ 21.58% |
$190K - $216K
|
4.54K
$1.37M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
804New |
$190K - $216K
|
804
$242K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
800New |
$189K - $215K
|
800
$241K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
800+ 7.85% |
$189K - $215K
|
11K
$3.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Peavine Capital, LLC
|
BUY
|
- |
800New |
$189K - $215K
|
800
$241K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
797New |
$188K - $214K
|
797
$240K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
795+ 0.68% |
$188K - $213K
|
118K
$35.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
794New |
$188K - $213K
|
794
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
794+ 10.6% |
$188K - $213K
|
8.28K
$2.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
794New |
$188K - $213K
|
794
$239K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
793+ 211.47% |
$187K - $213K
|
1.17K
$352K
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
792New |
$187K - $213K
|
792
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
790New |
$187K - $212K
|
790
$238K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
789+ 16.53% |
$187K - $212K
|
5.56K
$1.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
775New |
$183K - $208K
|
775
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
772+ 2.25% |
$183K - $207K
|
35.1K
$10.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
772+ 2.46% |
$183K - $207K
|
32.2K
$9.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
768New |
$182K - $206K
|
768
$232K
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
768New |
$182K - $206K
|
768
$232K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
765New |
$181K - $205K
|
765
$231K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
762New |
$180K - $205K
|
762
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
760New |
$180K - $204K
|
760
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
760New |
$180K - $204K
|
760
$229K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
753New |
$178K - $202K
|
753
$227K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
751+ 4.12% |
$178K - $202K
|
19K
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
750+ 1.0% |
$177K - $201K
|
76K
$22.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
748New |
$177K - $201K
|
748
$226K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
746New |
$176K - $200K
|
746
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
745+ 14.63% |
$176K - $200K
|
5.84K
$1.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
738+ 1.28% |
$174K - $198K
|
58.3K
$17.6M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
735New |
$174K - $197K
|
735
$222K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
727+ 10.66% |
$172K - $195K
|
7.55K
$2.28M
|