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 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30- 2.19% |
$7.39K - $8.9K
|
1.34K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-30- 1.28% |
$7.39K - $8.9K
|
2.31K
$689K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-30- 0.91% |
$7.39K - $8.9K
|
3.27K
$977K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-31- 1.5% |
$7.63K - $9.19K
|
2.04K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-31- 0.15% |
$7.63K - $9.19K
|
20K
$5.98M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-31- 30.69% |
$7.63K - $9.19K
|
70
$20.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-32- 3.05% |
$7.88K - $9.49K
|
1.02K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-32- 0.88% |
$7.88K - $9.49K
|
3.62K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-32- 0.55% |
$7.88K - $9.49K
|
5.78K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-32- 2.05% |
$7.88K - $9.49K
|
1.53K
$456K
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-33- 3.25% |
$8.12K - $9.78K
|
983
$293K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-33- 3.23% |
$8.12K - $9.78K
|
990
$296K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-33- 3.21% |
$8.12K - $9.78K
|
995
$297K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-33- 3.16% |
$8.12K - $9.78K
|
1.01K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-33- 0.86% |
$8.12K - $9.78K
|
3.8K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-33- 0.37% |
$8.12K - $9.78K
|
8.8K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-33- 2.47% |
$8.12K - $9.78K
|
1.3K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-33- 2.1% |
$8.12K - $9.78K
|
1.54K
$460K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-34- 1.76% |
$8.37K - $10.1K
|
1.9K
$567K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-34- 0.1% |
$8.37K - $10.1K
|
34.6K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-34- 1.49% |
$8.37K - $10.1K
|
2.25K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-34- 0.68% |
$8.37K - $10.1K
|
4.99K
$1.49M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-34- 4.07% |
$8.37K - $10.1K
|
802
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-35- 0.53% |
$8.62K - $10.4K
|
6.53K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-35- 0.27% |
$8.62K - $10.4K
|
13.2K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-35- 0.98% |
$8.62K - $10.4K
|
3.54K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-35- 0.98% |
$8.62K - $10.4K
|
3.54K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-35- 1.79% |
$8.62K - $10.4K
|
1.92K
$573K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-37- 2.37% |
$9.11K - $11K
|
1.52K
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-37- 1.89% |
$9.11K - $11K
|
1.92K
$573K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-37- 2.23% |
$9.11K - $11K
|
1.62K
$484K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-38- 1.64% |
$9.36K - $11.3K
|
2.29K
$682K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-38- 1.3% |
$9.36K - $11.3K
|
2.88K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-38- 1.75% |
$9.36K - $11.3K
|
2.13K
$637K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-39- 4.49% |
$9.6K - $11.6K
|
829
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-39- 1.47% |
$9.6K - $11.6K
|
2.62K
$782K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-40- 4.05% |
$9.85K - $11.9K
|
948
$283K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-40- 4.98% |
$9.85K - $11.9K
|
763
$228K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-40- 0.49% |
$9.85K - $11.9K
|
8.11K
$2.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-40- 4.88% |
$9.85K - $11.9K
|
779
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-40- 0.23% |
$9.85K - $11.9K
|
17.1K
$5.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.62% |
$9.85K - $11.9K
|
6.42K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-40- 0.65% |
$9.85K - $11.9K
|
6.14K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-40- 2.2% |
$9.85K - $11.9K
|
1.78K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-41- 2.41% |
$10.1K - $12.2K
|
1.66K
$495K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-42- 0.73% |
$10.3K - $12.5K
|
5.7K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-42- 0.2% |
$10.3K - $12.5K
|
21.2K
$6.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-43- 5.03% |
$10.6K - $12.7K
|
812
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-43- 3.98% |
$10.6K - $12.7K
|
1.04K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-43- 3.31% |
$10.6K - $12.7K
|
1.26K
$375K
|