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 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
430+ 36.97% |
$106K - $127K
|
1.59K
$474K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
430+ 1.91% |
$106K - $127K
|
23K
$6.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
428+ 4.98% |
$105K - $127K
|
9.03K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
428+ 14.27% |
$105K - $127K
|
3.43K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
427+ 8.93% |
$105K - $127K
|
5.21K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
425+ 5.4% |
$105K - $126K
|
8.29K
$2.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
419+ 1.9% |
$103K - $124K
|
22.5K
$6.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
419+ 10.41% |
$103K - $124K
|
4.45K
$1.32M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
417+ 5.55% |
$103K - $124K
|
7.93K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
413+ 9.81% |
$102K - $122K
|
4.63K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
408+ 7.24% |
$100K - $121K
|
6.04K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
407+ 45.07% |
$100K - $121K
|
1.31K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
401+ 20.53% |
$98.7K - $119K
|
2.35K
$700K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
400+ 3.08% |
$98.5K - $119K
|
13.4K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
400+ 0.18% |
$98.5K - $119K
|
219K
$65.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
400New |
$98.5K - $119K
|
400
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
400New |
$98.5K - $119K
|
400
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
397+ 6.25% |
$97.7K - $118K
|
6.75K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
397+ 12.03% |
$97.7K - $118K
|
3.7K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
395+ 2.04% |
$97.2K - $117K
|
19.8K
$5.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
393+ 1.54% |
$96.8K - $117K
|
25.8K
$7.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
393+ 27.07% |
$96.8K - $117K
|
1.85K
$549K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
392+ 2.3% |
$96.5K - $116K
|
17.4K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
392+ 2.6% |
$96.5K - $116K
|
15.5K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
389+ 0.64% |
$95.8K - $115K
|
61.1K
$18.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
388+ 16.07% |
$95.5K - $115K
|
2.8K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
387+ 29.36% |
$95.3K - $115K
|
1.71K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
385+ 5.16% |
$94.8K - $114K
|
7.84K
$2.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
384+ 3.59% |
$94.5K - $114K
|
11.1K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
380+ 0.56% |
$93.6K - $113K
|
68K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
378+ 1.53% |
$93.1K - $112K
|
25.1K
$7.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
377+ 0.23% |
$92.8K - $112K
|
163K
$48.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
377+ 0.23% |
$92.8K - $112K
|
163K
$48.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
375+ 2.23% |
$92.3K - $111K
|
17.2K
$5.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
373+ 74.75% |
$91.8K - $111K
|
872
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
373+ 1.47% |
$91.8K - $111K
|
25.8K
$7.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
373+ 7.0% |
$91.8K - $111K
|
5.7K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
371New |
$91.3K - $110K
|
371
$110K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
370+ 3.39% |
$91.1K - $110K
|
11.3K
$3.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
361+ 2.76% |
$88.9K - $107K
|
13.5K
$4M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
360+ 13.25% |
$88.6K - $107K
|
3.08K
$915K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
360+ 151.9% |
$88.6K - $107K
|
597
$178K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
358+ 2.06% |
$88.1K - $106K
|
17.7K
$5.27M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
356+ 0.63% |
$87.6K - $106K
|
56.8K
$16.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
355+ 1.56% |
$87.4K - $105K
|
23.1K
$6.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
350+ 2.97% |
$86.2K - $104K
|
12.2K
$3.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
349+ 0.33% |
$85.9K - $103K
|
105K
$31.1M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
349New |
$85.9K - $103K
|
349
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
348+ 1.59% |
$85.7K - $103K
|
22.2K
$6.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
345+ 11.54% |
$84.9K - $102K
|
3.33K
$991K
|