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 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
3.33K+ 6.0% |
$821K - $988K
|
58.9K
$17.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.29K+ 633.08% |
$810K - $976K
|
3.81K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$809K - $975K
|
3.29K
$969K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.27K+ 59.32% |
$806K - $971K
|
8.79K
$2.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
3.25K+ 7.65% |
$800K - $964K
|
45.8K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.24KNew |
$797K - $960K
|
3.24K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 33.42% |
$794K - $957K
|
12.9K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.2K+ 26.47% |
$787K - $948K
|
15.3K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.19K+ 9.06% |
$785K - $946K
|
38.4K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.18KNew |
$783K - $943K
|
3.18K
$938K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.17K+ 6.53% |
$781K - $940K
|
51.7K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3.17KNew |
$780K - $940K
|
3.17K
$934K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.17K+ 3.89% |
$780K - $939K
|
84.7K
$25M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.16KNew |
$777K - $936K
|
3.16K
$931K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.14K+ 94.35% |
$773K - $931K
|
6.47K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.13K+ 5.67% |
$771K - $929K
|
58.4K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.13KNew |
$770K - $928K
|
3.13K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.13KNew |
$769K - $927K
|
3.13K
$921K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3.11KNew |
$767K - $923K
|
3.11K
$918K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.1K+ 138.7% |
$763K - $919K
|
5.34K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.1KNew |
$762K - $918K
|
3.1K
$913K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
3.09K+ 1.68% |
$760K - $916K
|
187K
$55.1M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.07KNew |
$756K - $911K
|
3.07K
$905K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.06KNew |
$753K - $907K
|
3.06K
$901K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
3.04KNew |
$749K - $902K
|
3.04K
$897K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
3.03KNew |
$746K - $899K
|
3.03K
$894K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.03K+ 16.03% |
$746K - $898K
|
21.9K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.03K+ 42.08% |
$745K - $898K
|
10.2K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.02KNew |
$742K - $894K
|
3.02K
$889K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
3.01K+ 8.81% |
$740K - $892K
|
37.1K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.01KNew |
$740K - $891K
|
3.01K
$886K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
3K+ 15.76% |
$739K - $890K
|
22K
$6.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
2.98K+ 18.46% |
$734K - $884K
|
19.1K
$5.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.94K+ 99.26% |
$723K - $870K
|
5.89K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.94K+ 2.3% |
$723K - $870K
|
131K
$38.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.92KNew |
$719K - $866K
|
2.92K
$861K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
2.92KNew |
$718K - $864K
|
2.92K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.88KNew |
$709K - $854K
|
2.88K
$849K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.85KNew |
$702K - $845K
|
2.85K
$840K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.81K+ 9.42% |
$691K - $833K
|
32.6K
$9.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.78K+ 2.28% |
$684K - $824K
|
124K
$36.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.7K+ 36.25% |
$665K - $801K
|
10.1K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.7K+ 2.22% |
$665K - $801K
|
125K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.69K+ 23.46% |
$661K - $796K
|
14.1K
$4.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.68K+ 17.23% |
$660K - $795K
|
18.2K
$5.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.66K+ 234.33% |
$655K - $789K
|
3.8K
$1.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.58KNew |
$634K - $764K
|
2.58K
$759K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.55KNew |
$628K - $756K
|
2.55K
$752K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.55KNew |
$627K - $756K
|
2.55K
$751K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.55K+ 1.66% |
$627K - $755K
|
156K
$45.9M
|