Purchases and Sales Made in Q4 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 2.04% |
$317K - $382K
|
64.4K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.28KNew |
$314K - $378K
|
1.28K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.27K+ 3.6% |
$313K - $377K
|
36.6K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.27K+ 2.65% |
$313K - $377K
|
49.4K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.27KNew |
$311K - $375K
|
1.27K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.26KNew |
$311K - $374K
|
1.26K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.26K+ 2.13% |
$310K - $374K
|
60.5K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.26KNew |
$310K - $373K
|
1.26K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.25KNew |
$308K - $372K
|
1.25K
$369K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.25KNew |
$307K - $370K
|
1.25K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.24K+ 2.46% |
$306K - $368K
|
51.6K
$15.2M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.23KNew |
$303K - $364K
|
1.23K
$362K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.22KNew |
$300K - $361K
|
1.22K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.22K+ 1.47% |
$299K - $360K
|
84.1K
$24.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.21K+ 13.51% |
$298K - $359K
|
10.2K
$3M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.21KNew |
$298K - $358K
|
1.21K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.2K+ 0.35% |
$295K - $356K
|
341K
$101M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.2K+ 11.75% |
$295K - $355K
|
11.4K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.2K+ 46.57% |
$294K - $355K
|
3.76K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$291K - $350K
|
1.18K
$348K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.18KNew |
$289K - $348K
|
1.18K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.16K+ 210.87% |
$287K - $345K
|
1.72K
$506K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.16K+ 33.34% |
$285K - $343K
|
4.62K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.16K+ 5.15% |
$284K - $342K
|
23.6K
$6.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.15K+ 2.14% |
$283K - $341K
|
54.9K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.14K+ 2.34% |
$281K - $339K
|
50K
$14.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.14KNew |
$281K - $338K
|
1.14K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.14KNew |
$279K - $337K
|
1.14K
$335K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1.12KNew |
$276K - $333K
|
1.12K
$331K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.11KNew |
$273K - $328K
|
1.11K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
1.1K+ 3.76% |
$272K - $327K
|
30.4K
$8.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.1KNew |
$271K - $326K
|
1.1K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.1KNew |
$271K - $326K
|
1.1K
$324K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
1.1K+ 68.35% |
$270K - $325K
|
2.7K
$795K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.09KNew |
$269K - $324K
|
1.09K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.09KNew |
$268K - $323K
|
1.09K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.07K+ 12.17% |
$264K - $318K
|
9.89K
$2.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.06K+ 22.28% |
$262K - $315K
|
5.83K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.06KNew |
$262K - $315K
|
1.06K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.06KNew |
$261K - $314K
|
1.06K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.06K+ 3.56% |
$260K - $313K
|
30.7K
$9.05M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.05K+ 9.14% |
$259K - $313K
|
12.6K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.05KNew |
$259K - $312K
|
1.05K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.05K+ 6.84% |
$258K - $311K
|
16.4K
$4.83M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.04KNew |
$256K - $308K
|
1.04K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.04K+ 1.82% |
$255K - $307K
|
58K
$17.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.03K+ 29.29% |
$252K - $304K
|
4.52K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.02K+ 6.3% |
$252K - $304K
|
17.3K
$5.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.02K+ 28.07% |
$251K - $303K
|
4.66K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 41.27% |
$249K - $300K
|
3.46K
$1.02M
|