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 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
56+ 5.53% |
$13.8K - $16.6K
|
1.07K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
56+ 0.73% |
$13.8K - $16.6K
|
7.69K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
56+ 73.68% |
$13.8K - $16.6K
|
132
$39.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
55+ 2.34% |
$13.5K - $16.3K
|
2.41K
$715K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
55+ 0.37% |
$13.5K - $16.3K
|
15.1K
$4.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
55+ 0.12% |
$13.5K - $16.3K
|
44.4K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
55+ 0.68% |
$13.5K - $16.3K
|
8.16K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 2.33% |
$13.5K - $16.3K
|
2.41K
$718K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
54+ 5.53% |
$13.3K - $16K
|
1.03K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
54+ 5.41% |
$13.3K - $16K
|
1.05K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
54+ 4.15% |
$13.3K - $16K
|
1.36K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53+ 1.29% |
$13K - $15.7K
|
4.16K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
53+ 3.78% |
$13K - $15.7K
|
1.45K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
53+ 0.47% |
$13K - $15.7K
|
11.3K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
52+ 0.59% |
$12.8K - $15.4K
|
8.87K
$2.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
51+ 1.81% |
$12.6K - $15.1K
|
2.87K
$853K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
51+ 0.41% |
$12.6K - $15.1K
|
12.4K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
51+ 3.34% |
$12.6K - $15.1K
|
1.58K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
51New |
$12.6K - $15.1K
|
51
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
51+ 2.4% |
$12.6K - $15.1K
|
2.18K
$647K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
50+ 6.27% |
$12.3K - $14.8K
|
848
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
50+ 9.62% |
$12.3K - $14.8K
|
570
$169K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
50+ 1.65% |
$12.3K - $14.8K
|
3.08K
$916K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
50+ 5.52% |
$12.3K - $14.8K
|
955
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
50+ 2.23% |
$12.3K - $14.8K
|
2.29K
$682K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
50New |
$12.3K - $14.8K
|
50
$14.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
49+ 0.81% |
$12.1K - $14.5K
|
6.07K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
49+ 6.02% |
$12.1K - $14.5K
|
863
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
48+ 1.62% |
$11.8K - $14.2K
|
3.02K
$898K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
48+ 3.35% |
$11.8K - $14.2K
|
1.48K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
47+ 1.9% |
$11.6K - $13.9K
|
2.52K
$748K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
47+ 1.0% |
$11.6K - $13.9K
|
4.75K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
47+ 3.21% |
$11.6K - $13.9K
|
1.51K
$450K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
46+ 0.38% |
$11.3K - $13.6K
|
12.3K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
46+ 4.87% |
$11.3K - $13.6K
|
991
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
46+ 1.78% |
$11.3K - $13.6K
|
2.63K
$782K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45+ 8.59% |
$11.1K - $13.3K
|
569
$169K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45+ 1.57% |
$11.1K - $13.3K
|
2.91K
$866K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
44+ 1.54% |
$10.8K - $13K
|
2.9K
$862K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
43+ 0.88% |
$10.6K - $12.7K
|
4.93K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
43+ 0.43% |
$10.6K - $12.7K
|
10.1K
$3.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
42+ 1.7% |
$10.3K - $12.5K
|
2.51K
$746K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
42+ 0.56% |
$10.3K - $12.5K
|
7.48K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
42+ 4.93% |
$10.3K - $12.5K
|
894
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
42+ 4.55% |
$10.3K - $12.5K
|
965
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
42+ 2.3% |
$10.3K - $12.5K
|
1.87K
$557K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 0.4% |
$10.3K - $12.5K
|
10.4K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
41+ 1.2% |
$10.1K - $12.2K
|
3.47K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
41+ 2.1% |
$10.1K - $12.2K
|
2K
$594K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
40+ 0.87% |
$9.85K - $11.9K
|
4.64K
$1.38M
|