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 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.05% |
$473 - $537
|
3.87K
$1.15M
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.13% |
$473 - $537
|
1.59K
$471K
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.15% |
$473 - $537
|
1.37K
$408K
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$473 - $537
|
1.12K
$332K
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$473 - $537
|
1.15K
$341K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.11% |
$473 - $537
|
1.78K
$530K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.18% |
$473 - $537
|
1.11K
$331K
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2+ 0.03% |
$473 - $537
|
7.99K
$2.38M
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2+ 0.07% |
$473 - $537
|
2.81K
$836K
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$236 - $268
|
3.25K
$965K
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.09% |
$236 - $268
|
1.09K
$323K
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$236 - $268
|
8.88K
$2.64M
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$236 - $268
|
3.07K
$912K
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$236 - $268
|
3.84K
$1.14M
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.13% |
$236 - $268
|
793
$236K
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$236 - $268
|
1.34K
$400K
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
1+ 0.11% |
$236 - $268
|
893
$266K
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$236 - $268
|
2.3K
$684K
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$236 - $268
|
8.85K
$2.63M
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.04% |
$236 - $268
|
2.32K
$690K
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$236 - $268
|
2.03K
$605K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.12% |
$236 - $268
|
846
$252K
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$236 - $268
|
2.15K
$640K
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.05% |
$236 - $268
|
1.95K
$580K
|
|
Feb 11, 2022
Q4 2021
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
1+ 0.1% |
$236 - $268
|
967
$288K
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.07% |
$236 - $268
|
1.42K
$421K
|
|
Feb 14, 2022
Q4 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1+ 0.05% |
$236 - $268
|
2.2K
$653K
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.07% |
$236 - $268
|
1.34K
$400K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.12% |
$236 - $268
|
845
$251K
|
|
Feb 14, 2022
Q4 2021
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1+ 0.12% |
$236 - $268
|
834
$248K
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.02% |
$236 - $268
|
4.32K
$1.28M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$236 - $268
|
1.5K
$445K
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1+ 0.19% |
$236 - $268
|
536
$159K
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1+ 0.08% |
$236 - $268
|
1.27K
$376K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.08% |
$236 - $268
|
1.24K
$370K
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-1- 0.03% |
$236 - $268
|
3.1K
$923K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$236 - $268
|
826
$246K
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$236 - $268
|
1.13K
$335K
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1- 0.04% |
$236 - $268
|
2.41K
$716K
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.02% |
$236 - $268
|
4.13K
$1.23M
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.31% |
$236 - $268
|
319
$94.9K
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2- 0.05% |
$473 - $537
|
4.21K
$1.25M
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3- 0.05% |
$709 - $805
|
5.73K
$1.7M
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-4- 0.29% |
$946 - $1.07K
|
1.38K
$412K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 0.05% |
$946 - $1.07K
|
8.84K
$2.63M
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.12% |
$946 - $1.07K
|
3.24K
$964K
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5- 0.04% |
$1.18K - $1.34K
|
12.6K
$3.75M
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-5- 0.3% |
$1.18K - $1.34K
|
1.69K
$501K
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.23% |
$1.18K - $1.34K
|
2.15K
$639K
|