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 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-258- 11.76% |
$63.5K - $76.5K
|
1.94K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-258- 6.45% |
$63.5K - $76.5K
|
3.75K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-262- 0.12% |
$64.5K - $77.7K
|
212K
$63.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-262- 66.5% |
$64.5K - $77.7K
|
132
$39.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-270- 5.43% |
$66.5K - $80.1K
|
4.71K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-271- 4.86% |
$66.7K - $80.4K
|
5.31K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-271- 0.24% |
$66.7K - $80.4K
|
112K
$33.4M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-275- 15.49% |
$67.7K - $81.5K
|
1.5K
$448K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-280- 3.25% |
$68.9K - $83K
|
8.33K
$2.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-282- 16.17% |
$69.4K - $83.6K
|
1.46K
$436K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-283- 4.92% |
$69.7K - $83.9K
|
5.47K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-284- 6.97% |
$69.9K - $84.2K
|
3.79K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-287- 24.14% |
$70.7K - $85.1K
|
902
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-288- 14.34% |
$70.9K - $85.4K
|
1.72K
$514K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-288- 2.75% |
$70.9K - $85.4K
|
10.2K
$3.04M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-288- 9.61% |
$70.9K - $85.4K
|
2.71K
$809K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-289- 27.06% |
$71.1K - $85.7K
|
779
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-289- 4.53% |
$71.1K - $85.7K
|
6.1K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-289- 2.01% |
$71.1K - $85.7K
|
14.1K
$4.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-290- 0.51% |
$71.4K - $86K
|
57.1K
$17.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-292- 11.63% |
$71.9K - $86.6K
|
2.22K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-292- 2.59% |
$71.9K - $86.6K
|
11K
$3.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-293- 5.86% |
$72.1K - $86.9K
|
4.71K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-295- 30.35% |
$72.6K - $87.5K
|
677
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-295- 2.43% |
$72.6K - $87.5K
|
11.9K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-295- 0.73% |
$72.6K - $87.5K
|
40.1K
$12M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-295- 2.43% |
$72.6K - $87.5K
|
11.9K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-298- 1.35% |
$73.4K - $88.4K
|
21.8K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-298- 1.49% |
$73.4K - $88.4K
|
19.7K
$5.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-300- 9.34% |
$73.9K - $89K
|
2.91K
$869K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-300- 33.52% |
$73.9K - $89K
|
595
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-300- 11.51% |
$73.9K - $89K
|
2.31K
$688K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-305- 3.78% |
$75.1K - $90.4K
|
7.76K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-308- 5.44% |
$75.8K - $91.3K
|
5.35K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-309- 3.07% |
$76.1K - $91.6K
|
9.75K
$2.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-309- 3.62% |
$76.1K - $91.6K
|
8.24K
$2.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-309- 2.01% |
$76.1K - $91.6K
|
15.1K
$4.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-310- 1.55% |
$76.3K - $91.9K
|
19.7K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-310- 1.59% |
$76.3K - $91.9K
|
19.2K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-311- 11.34% |
$76.6K - $92.2K
|
2.43K
$726K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-312- 0.24% |
$76.8K - $92.5K
|
127K
$37.9M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-314- 12.54% |
$77.3K - $93.1K
|
2.19K
$654K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-316- 1.7% |
$77.8K - $93.7K
|
18.3K
$5.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-319Closed |
$78.5K - $94.6K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-319- 6.78% |
$78.5K - $94.6K
|
4.39K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-321- 21.73% |
$79K - $95.2K
|
1.16K
$345K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-325- 22.79% |
$80K - $96.4K
|
1.1K
$329K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-325- 0.67% |
$80K - $96.4K
|
48K
$14.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-325- 7.96% |
$80K - $96.4K
|
3.76K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-327- 5.16% |
$80.5K - $97K
|
6.01K
$1.79M
|