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 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
282+ 12.04% |
$69.4K - $83.6K
|
2.62K
$780K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
280+ 4.49% |
$68.9K - $83K
|
6.51K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
278+ 27.8% |
$68.4K - $82.4K
|
1.28K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
277+ 0.82% |
$68.2K - $82.1K
|
34K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
275+ 0.34% |
$67.7K - $81.5K
|
81.7K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
274+ 0.53% |
$67.5K - $81.2K
|
52.2K
$15.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
272+ 3.33% |
$67K - $80.7K
|
8.44K
$2.51M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272+ 9.86% |
$67K - $80.7K
|
3.03K
$902K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
269+ 34.62% |
$66.2K - $79.8K
|
1.05K
$311K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
269New |
$66.2K - $79.8K
|
269
$80K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
269+ 0.96% |
$66.2K - $79.8K
|
28.4K
$8.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
268+ 2.88% |
$66K - $79.5K
|
9.56K
$2.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
266+ 24.77% |
$65.5K - $78.9K
|
1.34K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
266+ 2.08% |
$65.5K - $78.9K
|
13K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
266+ 1.79% |
$65.5K - $78.9K
|
15.2K
$4.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
264+ 11.79% |
$65K - $78.3K
|
2.5K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
263+ 0.42% |
$64.7K - $78K
|
62.9K
$18.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
262+ 6.48% |
$64.5K - $77.7K
|
4.3K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
259+ 2.0% |
$63.8K - $76.8K
|
13.2K
$3.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
258+ 3.84% |
$63.5K - $76.5K
|
6.98K
$2.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
257+ 1.84% |
$63.3K - $76.2K
|
14.2K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
257+ 13.62% |
$63.3K - $76.2K
|
2.14K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
257+ 3.3% |
$63.3K - $76.2K
|
8.04K
$2.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
256+ 24.64% |
$63K - $75.9K
|
1.3K
$385K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
253+ 2.69% |
$62.3K - $75K
|
9.66K
$2.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
252+ 21.58% |
$62K - $74.7K
|
1.42K
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
251+ 19.5% |
$61.8K - $74.4K
|
1.54K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
249+ 4.34% |
$61.3K - $73.8K
|
5.99K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
248+ 6.97% |
$61.1K - $73.5K
|
3.81K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
247+ 1.43% |
$60.8K - $73.2K
|
17.5K
$5.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
247+ 41.37% |
$60.8K - $73.2K
|
844
$251K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
247New |
$60.8K - $73.2K
|
247
$73.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
242+ 2.52% |
$59.6K - $71.8K
|
9.85K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
242+ 1.59% |
$59.6K - $71.8K
|
15.4K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
240+ 14.47% |
$59.1K - $71.2K
|
1.9K
$565K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
239+ 7.21% |
$58.8K - $70.9K
|
3.55K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
238+ 6.04% |
$58.6K - $70.6K
|
4.18K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
238+ 6.62% |
$58.6K - $70.6K
|
3.83K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
238+ 19.1% |
$58.6K - $70.6K
|
1.48K
$441K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
237+ 17.41% |
$58.3K - $70.3K
|
1.6K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
237+ 0.39% |
$58.3K - $70.3K
|
60.4K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
237+ 3.34% |
$58.3K - $70.3K
|
7.32K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
236+ 34.71% |
$58.1K - $70K
|
916
$272K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
235+ 1.61% |
$57.9K - $69.7K
|
14.9K
$4.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
234+ 9.89% |
$57.6K - $69.4K
|
2.6K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$57.6K - $69.4K
|
234
$69.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
233+ 20.19% |
$57.4K - $69.1K
|
1.39K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
232+ 3.29% |
$57.1K - $68.8K
|
7.29K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
230+ 3.28% |
$56.6K - $68.2K
|
7.24K
$2.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
230+ 38.21% |
$56.6K - $68.2K
|
832
$247K
|