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 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-20- 0.37% |
$4.92K - $5.93K
|
5.35K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-20- 1.6% |
$4.92K - $5.93K
|
1.23K
$367K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.42% |
$5.17K - $6.23K
|
1.46K
$435K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-21- 1.07% |
$5.17K - $6.23K
|
1.94K
$579K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-21- 9.33% |
$5.17K - $6.23K
|
204
$60.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-21- 0.17% |
$5.17K - $6.23K
|
12.1K
$3.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-21- 0.5% |
$5.17K - $6.23K
|
4.21K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-21- 8.05% |
$5.17K - $6.23K
|
240
$71.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-21- 0.57% |
$5.17K - $6.23K
|
3.68K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-21- 0.92% |
$5.17K - $6.23K
|
2.25K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-21- 0.59% |
$5.17K - $6.23K
|
3.56K
$1.06M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21- 1.51% |
$5.17K - $6.23K
|
1.37K
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-22- 0.2% |
$5.42K - $6.52K
|
11.2K
$3.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-22- 0.55% |
$5.42K - $6.52K
|
3.94K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-23- 2.21% |
$5.66K - $6.82K
|
1.02K
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-23- 0.1% |
$5.66K - $6.82K
|
22.5K
$6.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-23- 0.91% |
$5.66K - $6.82K
|
2.51K
$751K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-23- 1.86% |
$5.66K - $6.82K
|
1.22K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-23- 2.63% |
$5.66K - $6.82K
|
851
$254K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-23- 1.07% |
$5.66K - $6.82K
|
2.12K
$633K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-24- 0.4% |
$5.91K - $7.12K
|
5.96K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-24- 0.52% |
$5.91K - $7.12K
|
4.62K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-24- 1.5% |
$5.91K - $7.12K
|
1.57K
$470K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-24- 0.22% |
$5.91K - $7.12K
|
10.9K
$3.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-25- 2.18% |
$6.15K - $7.41K
|
1.12K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-25- 0.52% |
$6.15K - $7.41K
|
4.78K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-25- 1.18% |
$6.15K - $7.41K
|
2.1K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-25- 0.06% |
$6.15K - $7.41K
|
39.8K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-25- 1.23% |
$6.15K - $7.41K
|
2K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-25- 0.42% |
$6.15K - $7.41K
|
5.91K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-26- 0.36% |
$6.4K - $7.71K
|
7.11K
$2.12M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-26- 1.5% |
$6.4K - $7.71K
|
1.71K
$511K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-27- 1.22% |
$6.65K - $8.01K
|
2.19K
$655K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-27- 4.48% |
$6.65K - $8.01K
|
576
$172K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-27- 2.0% |
$6.65K - $8.01K
|
1.33K
$396K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-27- 1.67% |
$6.65K - $8.01K
|
1.59K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-28- 0.09% |
$6.89K - $8.3K
|
29.6K
$8.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-28- 2.54% |
$6.89K - $8.3K
|
1.07K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-28- 0.32% |
$6.89K - $8.3K
|
8.82K
$2.63M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-28- 2.35% |
$6.89K - $8.3K
|
1.16K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-29- 1.49% |
$7.14K - $8.6K
|
1.91K
$571K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-29- 2.79% |
$7.14K - $8.6K
|
1.01K
$302K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-29- 0.2% |
$7.14K - $8.6K
|
14.5K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-29- 2.54% |
$7.14K - $8.6K
|
1.11K
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-30- 0.43% |
$7.39K - $8.9K
|
7.03K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-30- 2.21% |
$7.39K - $8.9K
|
1.33K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-30- 4.19% |
$7.39K - $8.9K
|
686
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-30- 1.03% |
$7.39K - $8.9K
|
2.87K
$857K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-30- 0.48% |
$7.39K - $8.9K
|
6.28K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-30- 2.35% |
$7.39K - $8.9K
|
1.24K
$371K
|