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 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16+ 0.89% |
$3.94K - $4.74K
|
1.81K
$537K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.31% |
$3.94K - $4.74K
|
5.11K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16+ 1.29% |
$3.94K - $4.74K
|
1.26K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
16+ 0.17% |
$3.94K - $4.74K
|
9.57K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16+ 0.46% |
$3.94K - $4.74K
|
3.51K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16New |
$3.94K - $4.74K
|
16
$4.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
16+ 1.33% |
$3.94K - $4.74K
|
1.22K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 0.59% |
$3.94K - $4.74K
|
2.71K
$807K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
15+ 1.7% |
$3.69K - $4.45K
|
897
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
15+ 0.53% |
$3.69K - $4.45K
|
2.86K
$851K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
15+ 0.12% |
$3.69K - $4.45K
|
12.7K
$3.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 4.05% |
$3.69K - $4.45K
|
385
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
15+ 0.43% |
$3.69K - $4.45K
|
3.53K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 15.79% |
$3.69K - $4.45K
|
110
$32.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
15+ 0.83% |
$3.69K - $4.45K
|
1.82K
$541K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
15+ 0.57% |
$3.69K - $4.45K
|
2.65K
$787K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
14+ 0.56% |
$3.45K - $4.15K
|
2.53K
$753K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
14+ 0.19% |
$3.45K - $4.15K
|
7.34K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
14+ 0.58% |
$3.45K - $4.15K
|
2.42K
$721K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 0.88% |
$3.45K - $4.15K
|
1.61K
$479K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
14+ 0.34% |
$3.45K - $4.15K
|
4.12K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.22% |
$3.45K - $4.15K
|
6.3K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14+ 0.84% |
$3.45K - $4.15K
|
1.67K
$498K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
13+ 0.52% |
$3.2K - $3.85K
|
2.51K
$745K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.47% |
$3.2K - $3.85K
|
2.8K
$832K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
13+ 1.21% |
$3.2K - $3.85K
|
1.09K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
13+ 0.33% |
$3.2K - $3.85K
|
3.92K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.38% |
$3.2K - $3.85K
|
3.44K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
13+ 0.9% |
$3.2K - $3.85K
|
1.47K
$436K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 0.35% |
$3.2K - $3.85K
|
3.71K
$1.1M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13+ 1.31% |
$3.2K - $3.85K
|
1K
$299K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12+ 1.48% |
$2.95K - $3.56K
|
822
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
12+ 0.24% |
$2.95K - $3.56K
|
5.06K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12+ 0.63% |
$2.95K - $3.56K
|
1.91K
$567K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.33% |
$2.95K - $3.56K
|
3.66K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11+ 0.11% |
$2.71K - $3.26K
|
9.96K
$2.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
11+ 0.53% |
$2.71K - $3.26K
|
2.1K
$625K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11New |
$2.71K - $3.26K
|
11
$3.27K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
11+ 0.36% |
$2.71K - $3.26K
|
3.09K
$919K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
11+ 0.32% |
$2.71K - $3.26K
|
3.41K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
11+ 2.53% |
$2.71K - $3.26K
|
445
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11+ 0.59% |
$2.71K - $3.26K
|
1.86K
$553K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11+ 0.35% |
$2.71K - $3.26K
|
3.17K
$944K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
11+ 0.44% |
$2.71K - $3.26K
|
2.49K
$742K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
11+ 0.65% |
$2.71K - $3.26K
|
1.7K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
11+ 0.98% |
$2.71K - $3.26K
|
1.13K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.54% |
$2.71K - $3.26K
|
2.04K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.31% |
$2.71K - $3.26K
|
3.6K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.08% |
$2.71K - $3.26K
|
14.6K
$4.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
11+ 0.6% |
$2.71K - $3.26K
|
1.84K
$547K
|