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 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
78+ 12.36% |
$19.2K - $23.1K
|
709
$211K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
78+ 2.72% |
$19.2K - $23.1K
|
2.95K
$876K
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
76+ 7.22% |
$18.7K - $22.5K
|
1.13K
$336K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
76+ 2.38% |
$18.7K - $22.5K
|
3.26K
$971K
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.94% |
$18.5K - $22.2K
|
8.07K
$2.4M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
75+ 3.94% |
$18.5K - $22.2K
|
1.98K
$588K
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
75+ 6.38% |
$18.5K - $22.2K
|
1.25K
$372K
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
75+ 2.69% |
$18.5K - $22.2K
|
2.87K
$852K
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
75+ 0.97% |
$18.5K - $22.2K
|
7.84K
$2.33M
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
74+ 0.8% |
$18.2K - $21.9K
|
9.35K
$2.78M
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
74+ 0.53% |
$18.2K - $21.9K
|
14.1K
$4.19M
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
72+ 2.78% |
$17.7K - $21.3K
|
2.66K
$791K
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
72+ 2.78% |
$17.7K - $21.3K
|
2.66K
$791K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
71+ 1.09% |
$17.5K - $21.1K
|
6.6K
$1.96M
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
71+ 2.84% |
$17.5K - $21.1K
|
2.57K
$764K
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
71+ 0.56% |
$17.5K - $21.1K
|
12.7K
$3.79M
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
70+ 1.2% |
$17.2K - $20.8K
|
5.88K
$1.75M
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
70+ 1.06% |
$17.2K - $20.8K
|
6.69K
$1.99M
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
70+ 2.14% |
$17.2K - $20.8K
|
3.34K
$994K
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
70+ 1.35% |
$17.2K - $20.8K
|
5.25K
$1.56M
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
70+ 2.14% |
$17.2K - $20.8K
|
3.34K
$994K
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
69+ 1.37% |
$17K - $20.5K
|
5.12K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
69+ 1.05% |
$17K - $20.5K
|
6.61K
$1.97M
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
68+ 0.61% |
$16.7K - $20.2K
|
11.3K
$3.35M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 5.5% |
$16.7K - $20.2K
|
1.3K
$388K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
68+ 0.79% |
$16.7K - $20.2K
|
8.72K
$2.59M
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
66+ 4.08% |
$16.2K - $19.6K
|
1.69K
$501K
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
65+ 3.25% |
$16K - $19.3K
|
2.06K
$613K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
65+ 2.54% |
$16K - $19.3K
|
2.63K
$781K
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
65+ 1.72% |
$16K - $19.3K
|
3.85K
$1.14M
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
64+ 5.93% |
$15.8K - $19K
|
1.14K
$340K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
64+ 0.45% |
$15.8K - $19K
|
14.4K
$4.27M
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
64+ 5.59% |
$15.8K - $19K
|
1.21K
$359K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
64+ 5.17% |
$15.8K - $19K
|
1.3K
$387K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63+ 1.75% |
$15.5K - $18.7K
|
3.67K
$1.09M
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
63+ 0.53% |
$15.5K - $18.7K
|
12K
$3.57M
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
63+ 1.3% |
$15.5K - $18.7K
|
4.92K
$1.46M
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
62+ 5.77% |
$15.3K - $18.4K
|
1.14K
$338K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
62+ 0.34% |
$15.3K - $18.4K
|
18.1K
$5.39M
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
62+ 1.91% |
$15.3K - $18.4K
|
3.31K
$985K
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
62+ 1.8% |
$15.3K - $18.4K
|
3.51K
$1.04M
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
61+ 7.31% |
$15K - $18.1K
|
896
$266K
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
61+ 1.67% |
$15K - $18.1K
|
3.72K
$1.11M
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 1.68% |
$14.8K - $17.8K
|
3.63K
$1.08M
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
60+ 1.4% |
$14.8K - $17.8K
|
4.34K
$1.29M
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
60+ 0.57% |
$14.8K - $17.8K
|
10.7K
$3.17M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
60+ 4.42% |
$14.8K - $17.8K
|
1.42K
$422K
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
58+ 0.23% |
$14.3K - $17.2K
|
25.8K
$7.66M
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
58+ 0.78% |
$14.3K - $17.2K
|
7.51K
$2.23M
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
57+ 3.09% |
$14K - $16.9K
|
1.9K
$565K
|