Latest Institutional Transactions on Mcdonalds Corp (MCD)
This table provides information on the latest institutional transactions involving Mcdonalds Corp (MCD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-303- 2.89% |
$74.5K - $92.3K
|
10.2K
$2.95M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-372- 2.75% |
$91.4K - $113K
|
13.2K
$3.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 2.67% |
$430K - $533K
|
67.2K
$19.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
159+ 12.35% |
$39.1K - $48.4K
|
1.45K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-99- 4.21% |
$24.3K - $30.1K
|
2.25K
$652K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101+ 4.42% |
$24.8K - $30.8K
|
2.39K
$692K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
493+ 9.47% |
$121K - $150K
|
5.7K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
244+ 0.47% |
$60K - $74.3K
|
52.5K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
500+ 8.5% |
$123K - $152K
|
6.38K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-29- 36.71% |
$7.13K - $8.83K
|
50
$14.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2K- 1.95% |
$491K - $608K
|
100K
$29.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11.9K+ 28.12% |
$2.92M - $3.61M
|
54.1K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-113- 0.94% |
$27.8K - $34.4K
|
11.9K
$3.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
809New |
$199K - $246K
|
809
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-176- 10.8% |
$43.3K - $53.6K
|
1.45K
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
31+ 0.27% |
$7.62K - $9.44K
|
11.5K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.5K+ 1169.6% |
$6.01M - $7.45M
|
26.6K
$7.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.23K- 81.68% |
$1.28M - $1.59M
|
1.17K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
276New |
$67.8K - $84K
|
276
$80K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$246 - $305
|
13.2K
$3.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-201- 18.31% |
$49.4K - $61.2K
|
897
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
6+ 0.53% |
$1.47K - $1.83K
|
1.14K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-584- 3.32% |
$144K - $178K
|
17K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-145- 11.18% |
$35.6K - $44.2K
|
1.15K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
664New |
$163K - $202K
|
664
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
724New |
$178K - $220K
|
724
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-7.77K- 1.85% |
$1.91M - $2.37M
|
412K
$119M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-684- 5.24% |
$168K - $208K
|
12.4K
$3.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
953New |
$234K - $290K
|
953
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.74KNew |
$674K - $835K
|
2.74K
$795K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-645- 48.57% |
$159K - $196K
|
683
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
45.4K+ 370.51% |
$11.2M - $13.8M
|
57.6K
$16.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94K+ 5.27% |
$476K - $589K
|
38.6K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3+ 0.35% |
$737 - $914
|
861
$249K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-263- 2.39% |
$64.7K - $80.1K
|
10.7K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-27- 1.95% |
$6.64K - $8.22K
|
1.36K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
9.76K+ 390.87% |
$2.4M - $2.97M
|
12.3K
$3.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-30- 1.2% |
$7.37K - $9.14K
|
2.48K
$719K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
25+ 2.39% |
$6.15K - $7.61K
|
1.07K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.7K- 13.11% |
$418K - $518K
|
11.3K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-70- 7.43% |
$17.2K - $21.3K
|
872
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.05K- 45.15% |
$1.24M - $1.54M
|
6.13K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
685New |
$168K - $209K
|
685
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
659New |
$162K - $201K
|
659
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
145New |
$35.6K - $44.2K
|
145
$42K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.27KNew |
$311K - $386K
|
1.27K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
92+ 2.2% |
$22.6K - $28K
|
4.27K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-753- 5.1% |
$185K - $229K
|
14K
$4.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10- 0.11% |
$2.46K - $3.05K
|
8.85K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-43- 3.79% |
$10.6K - $13.1K
|
1.09K
$316K
|