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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4+ 0.1% |
$1.11K - $1.2K
|
3.98K
$1.14M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 1.18% |
$11.4K - $12.3K
|
3.5K
$1M
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.82K- 12.57% |
$507K - $547K
|
12.7K
$3.62M
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 0.45% |
$557 - $601
|
441
$126K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 0.85% |
$8.36K - $9.02K
|
3.54K
$1.01M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
282+ 24.42% |
$78.6K - $84.7K
|
1.44K
$410K
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
SELL
|
- |
-739- 13.15% |
$206K - $222K
|
4.88K
$1.39M
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
79+ 4.0% |
$22K - $23.7K
|
2.05K
$586K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
114+ 4.76% |
$31.8K - $34.3K
|
2.51K
$717K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16New |
$4.46K - $4.81K
|
16
$4.57K
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-156- 14.84% |
$43.5K - $46.9K
|
895
$255K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-9- 0.84% |
$2.51K - $2.7K
|
1.06K
$302K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.65K+ 504.55% |
$2.13M - $2.3M
|
9.17K
$2.62M
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.6KNew |
$724K - $781K
|
2.6K
$742K
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
37+ 3.06% |
$10.3K - $11.1K
|
1.25K
$356K
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
179+ 4.56% |
$49.9K - $53.8K
|
4.1K
$1.17M
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
205+ 1.32% |
$57.1K - $61.6K
|
15.8K
$4.5M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
87+ 0.92% |
$24.2K - $26.1K
|
9.55K
$2.73M
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-131- 42.39% |
$36.5K - $39.4K
|
178
$50.8K
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
840New |
$234K - $252K
|
840
$240K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.6% |
$1.11K - $1.2K
|
150
$42.8K
|
|
Q4 2023 | |||||||
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
479New |
$118K - $142K
|
479
$137K
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
170+ 7.07% |
$41.9K - $50.4K
|
2.58K
$735K
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
746New |
$184K - $221K
|
746
$213K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132+ 49.25% |
$32.5K - $39.1K
|
400
$114K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$4.43K - $5.34K
|
6.59K
$1.88M
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.77% |
$739 - $890
|
392
$112K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2- 0.25% |
$492 - $593
|
802
$229K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-153Closed |
$37.7K - $45.4K
|
0
$0
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$1.97K - $2.37K
|
8
$2.28K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$36.9K - $44.5K
|
150
$42.8K
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.22KNew |
$300K - $361K
|
1.22K
$348K
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
893+ 100.9% |
$220K - $265K
|
1.78K
$508K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
153New |
$37.7K - $45.4K
|
153
$43.7K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
568New |
$140K - $168K
|
568
$162K
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-102- 44.93% |
$25.1K - $30.2K
|
125
$35.7K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.48K - $1.78K
|
6
$1.71K
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
200KNew |
$49.3M - $59.4M
|
200K
$57.2M
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$49.2M - $59.3M
|
200K
$57.1M
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-109- 6.96% |
$26.8K - $32.3K
|
1.46K
$416K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
292New |
$71.9K - $86.6K
|
292
$83.4K
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
739New |
$182K - $219K
|
739
$211K
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
757New |
$186K - $224K
|
757
$216K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-665- 22.66% |
$164K - $197K
|
2.27K
$648K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.88KNew |
$463K - $557K
|
1.88K
$537K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
349New |
$85.9K - $103K
|
349
$99.6K
|
|
Feb 14, 2024
Q4 2023
|
Joho Capital LLC
New York, NY |
BUY
|
- |
4.2KNew |
$1.03M - $1.25M
|
4.2K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
9.7KNew |
$2.39M - $2.88M
|
9.7K
$2.77M
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.88KNew |
$463K - $557K
|
1.88K
$537K
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 7.58% |
$7.39K - $8.9K
|
426
$122K
|