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 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
557+ 12.6% |
$137K - $165K
|
4.98K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
557+ 0.47% |
$137K - $165K
|
120K
$36.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
554+ 15.99% |
$136K - $164K
|
4.02K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
551+ 8.77% |
$136K - $163K
|
6.83K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
550+ 32.39% |
$135K - $163K
|
2.25K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
549+ 7.21% |
$135K - $163K
|
8.17K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
548+ 1.13% |
$135K - $162K
|
49.2K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
545New |
$134K - $162K
|
545
$164K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
532New |
$131K - $158K
|
532
$160K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
530+ 5.06% |
$130K - $157K
|
11K
$3.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
527+ 4.57% |
$130K - $156K
|
12.1K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
526+ 3.58% |
$129K - $156K
|
15.2K
$4.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
524+ 1.02% |
$129K - $155K
|
51.7K
$15.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
515+ 20.85% |
$127K - $153K
|
2.99K
$900K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
515+ 21.99% |
$127K - $153K
|
2.86K
$861K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
510+ 12.24% |
$126K - $151K
|
4.68K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
510+ 7.21% |
$126K - $151K
|
7.58K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
507+ 6.85% |
$125K - $150K
|
7.91K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
507+ 3.5% |
$125K - $150K
|
15K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
506+ 3.76% |
$125K - $150K
|
14K
$4.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
503+ 43.4% |
$124K - $149K
|
1.66K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
501+ 2.11% |
$123K - $149K
|
24.2K
$7.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
499+ 5.87% |
$123K - $148K
|
9K
$2.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
497+ 4.98% |
$122K - $147K
|
10.5K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
496+ 16.87% |
$122K - $147K
|
3.44K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
496+ 4.85% |
$122K - $147K
|
10.7K
$3.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
493+ 2.08% |
$121K - $146K
|
24.2K
$7.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
492+ 13.96% |
$121K - $146K
|
4.02K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
489+ 39.0% |
$120K - $145K
|
1.74K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
488+ 0.51% |
$120K - $145K
|
97K
$29.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
486+ 4860.0% |
$120K - $144K
|
496
$150K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
483+ 4.71% |
$119K - $143K
|
10.7K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
470+ 7.67% |
$116K - $139K
|
6.6K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
463+ 3.12% |
$114K - $137K
|
15.3K
$4.62M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
462+ 6.39% |
$114K - $137K
|
7.69K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
461+ 1.22% |
$113K - $137K
|
38.4K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
460+ 6.28% |
$113K - $136K
|
7.79K
$2.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
458+ 5.35% |
$113K - $136K
|
9.02K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
458+ 2.68% |
$113K - $136K
|
17.5K
$5.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
453+ 3.9% |
$112K - $134K
|
12.1K
$3.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
450+ 9.8% |
$111K - $133K
|
5.04K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
450+ 5.18% |
$111K - $133K
|
9.14K
$2.76M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
444+ 1.84% |
$109K - $132K
|
24.6K
$7.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
443+ 7.24% |
$109K - $131K
|
6.56K
$1.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
442+ 2.03% |
$109K - $131K
|
22.2K
$6.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
442New |
$109K - $131K
|
442
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
441+ 6.41% |
$109K - $131K
|
7.32K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
439+ 4.91% |
$108K - $130K
|
9.38K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
438+ 5.08% |
$108K - $130K
|
9.07K
$2.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
430+ 36.97% |
$106K - $127K
|
1.59K
$480K
|