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
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-130- 4.92% |
$32K - $38.5K
|
2.51K
$750K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-132- 2.37% |
$32.5K - $39.1K
|
5.44K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-132- 1.35% |
$32.5K - $39.1K
|
9.67K
$2.89M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-133- 6.4% |
$32.7K - $39.4K
|
1.95K
$581K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-133- 5.5% |
$32.7K - $39.4K
|
2.29K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-133- 10.12% |
$32.7K - $39.4K
|
1.18K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-134- 14.35% |
$33K - $39.7K
|
800
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-136- 13.68% |
$33.5K - $40.3K
|
858
$256K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-137- 8.94% |
$33.7K - $40.6K
|
1.4K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-137- 3.47% |
$33.7K - $40.6K
|
3.81K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-137- 7.46% |
$33.7K - $40.6K
|
1.7K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-137- 0.73% |
$33.7K - $40.6K
|
18.6K
$5.57M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-138- 1.5% |
$34K - $40.9K
|
9.09K
$2.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-139- 3.96% |
$34.2K - $41.2K
|
3.37K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-139- 3.02% |
$34.2K - $41.2K
|
4.46K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-139- 3.33% |
$34.2K - $41.2K
|
4.03K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-141- 0.15% |
$34.7K - $41.8K
|
94.6K
$28.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-142- 2.61% |
$35K - $42.1K
|
5.3K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-143- 0.47% |
$35.2K - $42.4K
|
30.4K
$9.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-144- 0.85% |
$35.5K - $42.7K
|
16.8K
$5M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-145- 1.08% |
$35.7K - $43K
|
13.2K
$3.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-145- 1.97% |
$35.7K - $43K
|
7.21K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-146- 0.57% |
$35.9K - $43.3K
|
25.4K
$7.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-148- 0.82% |
$36.4K - $43.9K
|
17.9K
$5.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-149- 2.77% |
$36.7K - $44.2K
|
5.23K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-149- 3.31% |
$36.7K - $44.2K
|
4.35K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-150- 3.15% |
$36.9K - $44.5K
|
4.61K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-150- 9.4% |
$36.9K - $44.5K
|
1.45K
$432K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.34% |
$36.9K - $44.5K
|
43.8K
$13.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-151- 2.28% |
$37.2K - $44.8K
|
6.47K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-151- 0.13% |
$37.2K - $44.8K
|
118K
$35.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-151- 1.27% |
$37.2K - $44.8K
|
11.8K
$3.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-151- 14.63% |
$37.2K - $44.8K
|
881
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-153- 10.31% |
$37.7K - $45.4K
|
1.33K
$397K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-153- 3.28% |
$37.7K - $45.4K
|
4.51K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-153- 5.15% |
$37.7K - $45.4K
|
2.82K
$841K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-153Closed |
$37.7K - $45.4K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-154- 2.98% |
$37.9K - $45.7K
|
5.01K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-159- 0.77% |
$39.1K - $47.1K
|
20.6K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-159- 0.23% |
$39.1K - $47.1K
|
68K
$20.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-160- 4.98% |
$39.4K - $47.4K
|
3.05K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-161- 2.49% |
$39.6K - $47.7K
|
6.32K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-162- 1.32% |
$39.9K - $48K
|
12.1K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-163- 1.81% |
$40.1K - $48.3K
|
8.82K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-164- 1.45% |
$40.4K - $48.6K
|
11.1K
$3.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-165- 2.76% |
$40.6K - $48.9K
|
5.82K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-165- 6.42% |
$40.6K - $48.9K
|
2.41K
$718K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-166- 3.93% |
$40.9K - $49.2K
|
4.06K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-167- 2.03% |
$41.1K - $49.5K
|
8.06K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-167- 0.47% |
$41.1K - $49.5K
|
35.4K
$10.6M
|