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 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 5.22% |
$14.8K - $17.8K
|
1.09K
$325K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-61- 0.62% |
$15K - $18.1K
|
9.78K
$2.92M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-61- 0.95% |
$15K - $18.1K
|
6.37K
$1.9M
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-62- 5.84% |
$15.3K - $18.4K
|
1K
$299K
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-63- 5.78% |
$15.5K - $18.7K
|
1.03K
$307K
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-63- 6.29% |
$15.5K - $18.7K
|
938
$280K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-63- 4.05% |
$15.5K - $18.7K
|
1.49K
$446K
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-64- 0.28% |
$15.8K - $19K
|
23.1K
$6.91M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-64- 1.08% |
$15.8K - $19K
|
5.85K
$1.75M
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 2.8% |
$16K - $19.3K
|
2.26K
$675K
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-65- 0.73% |
$16K - $19.3K
|
8.83K
$2.64M
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-65- 0.76% |
$16K - $19.3K
|
8.51K
$2.54M
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.69% |
$16K - $19.3K
|
9.29K
$2.77M
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-66- 0.36% |
$16.2K - $19.6K
|
18.5K
$5.52M
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-66- 7.88% |
$16.2K - $19.6K
|
772
$230K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-66- 0.47% |
$16.2K - $19.6K
|
14K
$4.19M
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-66- 0.69% |
$16.2K - $19.6K
|
9.46K
$2.83M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-66- 4.41% |
$16.2K - $19.6K
|
1.43K
$428K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-68- 4.86% |
$16.7K - $20.2K
|
1.33K
$398K
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-68- 2.37% |
$16.7K - $20.2K
|
2.81K
$837K
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-69- 0.23% |
$17K - $20.5K
|
30K
$8.96M
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-69- 4.5% |
$17K - $20.5K
|
1.47K
$438K
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-69- 3.31% |
$17K - $20.5K
|
2.02K
$602K
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-72- 2.32% |
$17.7K - $21.3K
|
3.04K
$907K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-73- 7.87% |
$18K - $21.6K
|
855
$255K
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-75- 0.79% |
$18.5K - $22.2K
|
9.38K
$2.8M
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-75- 0.93% |
$18.5K - $22.2K
|
7.99K
$2.38M
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-75- 6.36% |
$18.5K - $22.2K
|
1.11K
$330K
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-75- 0.98% |
$18.5K - $22.2K
|
7.59K
$2.27M
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-75- 17.01% |
$18.5K - $22.2K
|
366
$109K
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-75- 0.54% |
$18.5K - $22.2K
|
13.7K
$4.09M
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-75- 9.51% |
$18.5K - $22.2K
|
714
$213K
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-75- 0.75% |
$18.5K - $22.2K
|
9.95K
$2.97M
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-75- 4.76% |
$18.5K - $22.2K
|
1.5K
$448K
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-76- 2.34% |
$18.7K - $22.5K
|
3.17K
$948K
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-76- 0.39% |
$18.7K - $22.5K
|
19.4K
$5.78M
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-76- 0.62% |
$18.7K - $22.5K
|
12.2K
$3.65M
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-77- 2.91% |
$19K - $22.8K
|
2.57K
$767K
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-77- 0.18% |
$19K - $22.8K
|
42.7K
$12.7M
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-78- 0.44% |
$19.2K - $23.1K
|
17.5K
$5.23M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-78- 1.56% |
$19.2K - $23.1K
|
4.92K
$1.47M
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-78- 1.94% |
$19.2K - $23.1K
|
3.95K
$1.18M
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-80- 5.99% |
$19.7K - $23.7K
|
1.26K
$375K
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-80- 2.55% |
$19.7K - $23.7K
|
3.06K
$914K
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-81- 1.19% |
$19.9K - $24K
|
6.71K
$2M
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-81- 1.86% |
$19.9K - $24K
|
4.27K
$1.27M
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-82- 9.59% |
$20.2K - $24.3K
|
773
$231K
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-83- 1.37% |
$20.4K - $24.6K
|
5.96K
$1.78M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-83- 10.11% |
$20.4K - $24.6K
|
738
$220K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-84- 10.32% |
$20.7K - $24.9K
|
730
$218K
|