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 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-413- 5.98% |
$102K - $122K
|
6.5K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-417- 3.07% |
$103K - $124K
|
13.2K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-418- 6.2% |
$103K - $124K
|
6.33K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-419- 5.01% |
$103K - $124K
|
7.95K
$2.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-420- 1.21% |
$103K - $125K
|
34.2K
$10.2M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-420- 7.06% |
$103K - $125K
|
5.53K
$1.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-422- 14.65% |
$104K - $125K
|
2.46K
$734K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-431- 0.2% |
$106K - $128K
|
220K
$65.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-431- 0.73% |
$106K - $128K
|
58.9K
$17.6M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-438- 2.89% |
$108K - $130K
|
14.7K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-439- 17.76% |
$108K - $130K
|
2.03K
$607K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-440- 13.85% |
$108K - $130K
|
2.74K
$817K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-440- 27.85% |
$108K - $130K
|
1.14K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-443- 0.86% |
$109K - $131K
|
51.2K
$15.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-447- 10.82% |
$110K - $133K
|
3.68K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-447- 0.2% |
$110K - $133K
|
220K
$65.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-448- 0.31% |
$110K - $133K
|
143K
$42.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-448- 5.5% |
$110K - $133K
|
7.69K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-450- 0.94% |
$111K - $133K
|
47.5K
$14.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-460- 10.44% |
$113K - $136K
|
3.95K
$1.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-465- 35.74% |
$114K - $138K
|
836
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-473- 12.38% |
$116K - $140K
|
3.35K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-473- 13.9% |
$116K - $140K
|
2.93K
$874K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-475- 0.65% |
$117K - $141K
|
72.1K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-476- 4.37% |
$117K - $141K
|
10.4K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-482- 2.69% |
$119K - $143K
|
17.5K
$5.21M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-490- 2.47% |
$121K - $145K
|
19.3K
$5.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-491- 7.59% |
$121K - $146K
|
5.98K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-491- 21.24% |
$121K - $146K
|
1.82K
$544K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-494- 4.16% |
$122K - $146K
|
11.4K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-498- 4.09% |
$123K - $148K
|
11.7K
$3.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-500- 2.64% |
$123K - $148K
|
18.4K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-500- 14.43% |
$123K - $148K
|
2.96K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-500- 19.55% |
$123K - $148K
|
2.06K
$614K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-500- 19.55% |
$123K - $148K
|
2.06K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-507- 0.42% |
$125K - $150K
|
119K
$35.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-508- 1.27% |
$125K - $151K
|
39.4K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-513- 1.69% |
$126K - $152K
|
29.9K
$8.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-516- 3.33% |
$127K - $153K
|
15K
$4.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-520- 8.46% |
$128K - $154K
|
5.63K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-521- 12.39% |
$128K - $154K
|
3.69K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-522- 17.45% |
$129K - $155K
|
2.47K
$737K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-522- 14.18% |
$129K - $155K
|
3.16K
$943K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-529- 19.0% |
$130K - $157K
|
2.26K
$673K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-531- 6.12% |
$131K - $157K
|
8.15K
$2.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-532- 2.11% |
$131K - $158K
|
24.7K
$7.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-532- 0.45% |
$131K - $158K
|
118K
$35.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-534- 3.66% |
$131K - $158K
|
14.1K
$4.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-535- 20.56% |
$132K - $159K
|
2.07K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-538- 5.46% |
$132K - $160K
|
9.32K
$2.78M
|