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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
345+ 278.23% |
$84.9K - $102K
|
469
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
342+ 3.64% |
$84.2K - $101K
|
9.74K
$2.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
339+ 1.49% |
$83.5K - $101K
|
23.1K
$6.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
338+ 25.41% |
$83.2K - $100K
|
1.67K
$496K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
335New |
$82.5K - $99.3K
|
335
$99.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
335New |
$82.5K - $99.3K
|
335
$99.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
334+ 1.7% |
$82.2K - $99K
|
20K
$5.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
333+ 3.06% |
$82K - $98.7K
|
11.2K
$3.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
326+ 1.9% |
$80.3K - $96.7K
|
17.5K
$5.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
325New |
$80K - $96.4K
|
325
$96.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
325+ 12.27% |
$80K - $96.4K
|
2.97K
$884K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
321New |
$79K - $95.2K
|
321
$95.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
320+ 0.77% |
$78.8K - $94.9K
|
41.7K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
320New |
$78.8K - $94.9K
|
320
$95.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
317+ 14.32% |
$78K - $94K
|
2.53K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
317+ 8.83% |
$78K - $94K
|
3.91K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
315+ 38.79% |
$77.5K - $93.4K
|
1.13K
$335K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
315+ 38.79% |
$77.5K - $93.4K
|
1.13K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
314+ 11.99% |
$77.3K - $93.1K
|
2.93K
$872K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
309+ 5.94% |
$76.1K - $91.6K
|
5.51K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
309+ 9.92% |
$76.1K - $91.6K
|
3.42K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
306+ 18.76% |
$75.3K - $90.7K
|
1.94K
$576K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
304+ 0.82% |
$74.8K - $90.1K
|
37.6K
$11.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
303+ 3.07% |
$74.6K - $89.8K
|
10.2K
$3.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
302+ 10.49% |
$74.3K - $89.5K
|
3.18K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
302+ 7.89% |
$74.3K - $89.5K
|
4.13K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
302New |
$74.3K - $89.5K
|
302
$89.8K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
301+ 2.81% |
$74.1K - $89.2K
|
11K
$3.28M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
300+ 11.14% |
$73.9K - $89K
|
2.99K
$890K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
300+ 4.26% |
$73.9K - $89K
|
7.34K
$2.18M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
299+ 1.15% |
$73.6K - $88.7K
|
26.2K
$7.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
298+ 2.83% |
$73.4K - $88.4K
|
10.8K
$3.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
297+ 5.11% |
$73.1K - $88.1K
|
6.11K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
297+ 1.99% |
$73.1K - $88.1K
|
15.3K
$4.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
295+ 14.82% |
$72.6K - $87.5K
|
2.29K
$679K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
294+ 0.21% |
$72.4K - $87.2K
|
142K
$42.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
294+ 6.25% |
$72.4K - $87.2K
|
5K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
294+ 38.63% |
$72.4K - $87.2K
|
1.06K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
293+ 1.19% |
$72.1K - $86.9K
|
25K
$7.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
292+ 11.1% |
$71.9K - $86.6K
|
2.92K
$869K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
292New |
$71.9K - $86.6K
|
292
$86.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
292New |
$71.9K - $86.6K
|
292
$86.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
291+ 1.76% |
$71.6K - $86.3K
|
16.8K
$4.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
291+ 1.14% |
$71.6K - $86.3K
|
25.9K
$7.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
288+ 2.68% |
$70.9K - $85.4K
|
11K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
285+ 3.38% |
$70.2K - $84.5K
|
8.73K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
285+ 16.98% |
$70.2K - $84.5K
|
1.96K
$584K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
284+ 0.55% |
$69.9K - $84.2K
|
51.8K
$15.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
283+ 1.59% |
$69.7K - $83.9K
|
18K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
283+ 3.4% |
$69.7K - $83.9K
|
8.6K
$2.56M
|