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 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
40+ 0.38% |
$9.85K - $11.9K
|
10.5K
$3.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
40+ 2.53% |
$9.85K - $11.9K
|
1.62K
$482K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
40+ 2.42% |
$9.85K - $11.9K
|
1.7K
$504K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
38+ 1.18% |
$9.36K - $11.3K
|
3.25K
$966K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
38+ 0.74% |
$9.36K - $11.3K
|
5.16K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
38+ 4.38% |
$9.36K - $11.3K
|
906
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
38+ 1.01% |
$9.36K - $11.3K
|
3.81K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 30.89% |
$9.36K - $11.3K
|
161
$47.9K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
38New |
$9.36K - $11.3K
|
38
$11.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
38+ 0.4% |
$9.36K - $11.3K
|
9.55K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
38+ 3.49% |
$9.36K - $11.3K
|
1.13K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
38+ 0.23% |
$9.36K - $11.3K
|
16.5K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
38+ 316.67% |
$9.36K - $11.3K
|
50
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
37+ 3.59% |
$9.11K - $11K
|
1.07K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
36+ 2.69% |
$8.86K - $10.7K
|
1.37K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
36+ 0.68% |
$8.86K - $10.7K
|
5.33K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$8.86K - $10.7K
|
36
$10.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 2.92% |
$8.86K - $10.7K
|
1.27K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
36+ 2.47% |
$8.86K - $10.7K
|
1.5K
$445K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
35+ 4.23% |
$8.62K - $10.4K
|
863
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
35New |
$8.62K - $10.4K
|
35
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
35+ 1.82% |
$8.62K - $10.4K
|
1.96K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35+ 1.39% |
$8.62K - $10.4K
|
2.55K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
35New |
$8.62K - $10.4K
|
35
$10.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
34+ 1.19% |
$8.37K - $10.1K
|
2.89K
$860K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
34+ 2.96% |
$8.37K - $10.1K
|
1.18K
$351K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
34+ 0.33% |
$8.37K - $10.1K
|
10.3K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
33+ 0.69% |
$8.12K - $9.78K
|
4.84K
$1.44M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
33+ 2.52% |
$8.12K - $9.78K
|
1.34K
$398K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.46% |
$8.12K - $9.78K
|
7.22K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
33+ 0.3% |
$8.12K - $9.78K
|
10.9K
$3.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
32+ 2.29% |
$7.88K - $9.49K
|
1.43K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
32New |
$7.88K - $9.49K
|
32
$9.52K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 0.61% |
$7.63K - $9.19K
|
5.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
31New |
$7.63K - $9.19K
|
31
$9.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
31+ 2.13% |
$7.63K - $9.19K
|
1.49K
$442K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
30New |
$7.39K - $8.9K
|
30
$8.92K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30+ 2.67% |
$7.39K - $8.9K
|
1.16K
$343K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
30+ 1.32% |
$7.39K - $8.9K
|
2.31K
$687K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
30+ 0.94% |
$7.39K - $8.9K
|
3.22K
$957K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
30+ 3.65% |
$7.39K - $8.9K
|
851
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 1.94% |
$7.39K - $8.9K
|
1.58K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 7.58% |
$7.39K - $8.9K
|
426
$127K
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
29+ 2.19% |
$7.14K - $8.6K
|
1.35K
$402K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
29+ 2.66% |
$7.14K - $8.6K
|
1.12K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
29+ 0.47% |
$7.14K - $8.6K
|
6.15K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
29+ 1.04% |
$7.14K - $8.6K
|
2.82K
$839K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
28+ 1.52% |
$6.89K - $8.3K
|
1.87K
$555K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28+ 2.43% |
$6.89K - $8.3K
|
1.18K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
28+ 0.03% |
$6.89K - $8.3K
|
107K
$32M
|