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 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
28+ 1.23% |
$6.89K - $8.3K
|
2.3K
$683K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28New |
$6.89K - $8.3K
|
28
$8.33K
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
27+ 2.38% |
$6.65K - $8.01K
|
1.16K
$345K
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
27+ 0.04% |
$6.65K - $8.01K
|
60.9K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 9.38% |
$6.65K - $8.01K
|
315
$93.7K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
26+ 1.92% |
$6.4K - $7.71K
|
1.38K
$409K
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
25+ 1.45% |
$6.15K - $7.41K
|
1.75K
$521K
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
25+ 1.15% |
$6.15K - $7.41K
|
2.2K
$653K
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
25+ 0.31% |
$6.15K - $7.41K
|
8.07K
$2.4M
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
25+ 0.31% |
$6.15K - $7.41K
|
8.07K
$2.4M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25+ 3.76% |
$6.15K - $7.41K
|
690
$205K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25+ 0.97% |
$6.15K - $7.41K
|
2.62K
$778K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
25+ 0.21% |
$6.15K - $7.41K
|
11.9K
$3.53M
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
25+ 1.51% |
$6.15K - $7.41K
|
1.69K
$501K
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
25+ 2.57% |
$6.15K - $7.41K
|
998
$297K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
24+ 1.84% |
$5.91K - $7.12K
|
1.33K
$396K
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
24+ 1.27% |
$5.91K - $7.12K
|
1.91K
$567K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
24+ 3.0% |
$5.91K - $7.12K
|
824
$245K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
24+ 0.18% |
$5.91K - $7.12K
|
13.2K
$3.92M
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
23+ 2.38% |
$5.66K - $6.82K
|
991
$295K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 0.58% |
$5.66K - $6.82K
|
3.97K
$1.18M
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
23+ 0.44% |
$5.66K - $6.82K
|
5.26K
$1.56M
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
23+ 1.3% |
$5.66K - $6.82K
|
1.79K
$532K
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
23+ 0.77% |
$5.66K - $6.82K
|
3.01K
$895K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
23+ 2.29% |
$5.66K - $6.82K
|
1.03K
$306K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 0.19% |
$5.42K - $6.52K
|
11.6K
$3.44M
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
22+ 0.58% |
$5.42K - $6.52K
|
3.79K
$1.13M
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
22+ 1.63% |
$5.42K - $6.52K
|
1.37K
$407K
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
22+ 0.27% |
$5.42K - $6.52K
|
8.21K
$2.44M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
22+ 1.28% |
$5.42K - $6.52K
|
1.74K
$516K
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
22+ 0.19% |
$5.42K - $6.52K
|
11.5K
$3.41M
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
21New |
$5.17K - $6.23K
|
21
$6.24K
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
21+ 0.57% |
$5.17K - $6.23K
|
3.72K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21+ 0.29% |
$5.17K - $6.23K
|
7.2K
$2.14M
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
20+ 0.3% |
$4.92K - $5.93K
|
6.61K
$1.97M
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
20+ 0.18% |
$4.92K - $5.93K
|
11.1K
$3.29M
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
20+ 1.65% |
$4.92K - $5.93K
|
1.23K
$365K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
20New |
$4.92K - $5.93K
|
20
$5.95K
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
20+ 1.46% |
$4.92K - $5.93K
|
1.39K
$414K
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
20+ 2.09% |
$4.92K - $5.93K
|
978
$291K
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
19+ 2.18% |
$4.68K - $5.63K
|
892
$265K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
18+ 0.94% |
$4.43K - $5.34K
|
1.93K
$573K
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
18+ 0.53% |
$4.43K - $5.34K
|
3.43K
$1.02M
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$4.43K - $5.34K
|
6.59K
$1.96M
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.76% |
$4.43K - $5.34K
|
2.38K
$707K
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
18+ 0.9% |
$4.43K - $5.34K
|
2.03K
$603K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$4.43K - $5.34K
|
6.59K
$1.96M
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
17+ 0.58% |
$4.19K - $5.04K
|
2.97K
$883K
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
17+ 1.67% |
$4.19K - $5.04K
|
1.04K
$308K
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
17+ 0.19% |
$4.19K - $5.04K
|
9.2K
$2.74M
|