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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
15+ 0.1% |
$3.55K - $4.03K
|
15.2K
$4.52M
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
15+ 0.13% |
$3.55K - $4.03K
|
11.4K
$3.38M
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
15+ 0.23% |
$3.55K - $4.03K
|
6.61K
$1.96M
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15+ 0.21% |
$3.55K - $4.03K
|
7.28K
$2.16M
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
15+ 12.2% |
$3.55K - $4.03K
|
138
$41K
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
15+ 0.28% |
$3.55K - $4.03K
|
5.29K
$1.57M
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
15+ 0.35% |
$3.55K - $4.03K
|
4.28K
$1.27M
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.28% |
$3.55K - $4.03K
|
5.44K
$1.62M
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
14+ 0.53% |
$3.31K - $3.76K
|
2.66K
$791K
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
14+ 0.15% |
$3.31K - $3.76K
|
9.42K
$2.8M
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 0.51% |
$3.31K - $3.76K
|
2.75K
$817K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14New |
$3.31K - $3.76K
|
14
$4.16K
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
13+ 0.33% |
$3.07K - $3.49K
|
3.96K
$1.18M
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.31% |
$3.07K - $3.49K
|
1.01K
$299K
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13+ 0.5% |
$3.07K - $3.49K
|
2.63K
$781K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
13+ 0.05% |
$3.07K - $3.49K
|
26.4K
$7.86M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 0.47% |
$3.07K - $3.49K
|
2.79K
$829K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
13+ 13.27% |
$3.07K - $3.49K
|
111
$33K
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
13+ 1.22% |
$3.07K - $3.49K
|
1.08K
$320K
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
13+ 0.42% |
$3.07K - $3.49K
|
3.08K
$915K
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
12+ 1.35% |
$2.84K - $3.22K
|
901
$268K
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
12+ 0.1% |
$2.84K - $3.22K
|
12K
$3.57M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12+ 1.56% |
$2.84K - $3.22K
|
779
$232K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.59% |
$2.84K - $3.22K
|
2.06K
$613K
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
11+ 0.64% |
$2.6K - $2.95K
|
1.73K
$515K
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.37% |
$2.6K - $2.95K
|
2.96K
$879K
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
11+ 0.35% |
$2.6K - $2.95K
|
3.18K
$945K
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11+ 0.92% |
$2.6K - $2.95K
|
1.2K
$358K
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.53% |
$2.6K - $2.95K
|
2.07K
$616K
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.13% |
$2.36K - $2.68K
|
7.84K
$2.33M
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
10+ 0.09% |
$2.36K - $2.68K
|
10.7K
$3.17M
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.53% |
$2.13K - $2.42K
|
1.72K
$511K
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 0.36% |
$1.89K - $2.15K
|
2.2K
$654K
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
8+ 0.57% |
$1.89K - $2.15K
|
1.4K
$417K
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
8+ 0.47% |
$1.89K - $2.15K
|
1.72K
$512K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8+ 0.35% |
$1.89K - $2.15K
|
2.32K
$689K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8+ 0.01% |
$1.89K - $2.15K
|
106K
$31.6M
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.38% |
$1.89K - $2.15K
|
2.12K
$630K
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8+ 0.2% |
$1.89K - $2.15K
|
3.97K
$1.18M
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 3.79% |
$1.89K - $2.15K
|
219
$65.1K
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
8+ 0.21% |
$1.89K - $2.15K
|
3.87K
$1.15M
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.33% |
$1.65K - $1.88K
|
2.15K
$640K
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
7+ 0.33% |
$1.65K - $1.88K
|
2.13K
$633K
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$1.65K - $1.88K
|
7
$2.08K
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
7+ 0.44% |
$1.65K - $1.88K
|
1.6K
$474K
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7+ 0.57% |
$1.65K - $1.88K
|
1.23K
$364K
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7+ 0.43% |
$1.65K - $1.88K
|
1.65K
$490K
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
BUY
|
- |
6+ 0.07% |
$1.42K - $1.61K
|
8.21K
$2.44M
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.26% |
$1.42K - $1.61K
|
2.29K
$681K
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
6+ 0.47% |
$1.42K - $1.61K
|
1.28K
$379K
|