Latest Institutional Purchases of Mcdonalds Corp (MCD)
This list provides information on the latest institutional transactions involving Mcdonalds Corp (MCD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
568New |
$140K - $168K
|
568
$166K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
510+ 12.24% |
$126K - $151K
|
4.68K
$1.37M
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
503+ 43.4% |
$124K - $149K
|
1.66K
$485K
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
500New |
$123K - $148K
|
500
$146K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
493+ 2.08% |
$121K - $146K
|
24.2K
$7.07M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
442New |
$109K - $131K
|
442
$129K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
400New |
$98.5K - $119K
|
400
$117K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
377+ 0.23% |
$92.8K - $112K
|
163K
$47.6M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
349New |
$85.9K - $103K
|
349
$102K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
321New |
$79K - $95.2K
|
321
$93.8K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
292New |
$71.9K - $86.6K
|
292
$85.3K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
292New |
$71.9K - $86.6K
|
292
$85.3K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
259+ 2.0% |
$63.8K - $76.8K
|
13.2K
$3.85M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$57.6K - $69.4K
|
234
$68.4K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
230+ 3.28% |
$56.6K - $68.2K
|
7.24K
$2.11M
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
219New |
$53.9K - $64.9K
|
219
$64K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
205New |
$50.5K - $60.8K
|
205
$59.9K
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 15.36% |
$49.2K - $59.3K
|
1.5K
$439K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
199New |
$49K - $59K
|
199
$58.1K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
185+ 4.8% |
$45.5K - $54.9K
|
4.04K
$1.18M
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
181+ 3.6% |
$44.6K - $53.7K
|
5.22K
$1.52M
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
170+ 7.07% |
$41.9K - $50.4K
|
2.58K
$752K
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
169+ 2.3% |
$41.6K - $50.1K
|
7.51K
$2.19M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
153New |
$37.7K - $45.4K
|
153
$44.7K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$36.9K - $44.5K
|
150
$43.8K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132+ 49.25% |
$32.5K - $39.1K
|
400
$117K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
130New |
$32K - $38.5K
|
130
$38K
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
127+ 4.6% |
$31.3K - $37.7K
|
2.89K
$844K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
116New |
$28.6K - $34.4K
|
116
$33.9K
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
100+ 4.39% |
$24.6K - $29.7K
|
2.38K
$694K
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
BUY
|
- |
86+ 9.51% |
$21.2K - $25.5K
|
990
$289K
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
80New |
$19.7K - $23.7K
|
80
$23.4K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
56+ 73.68% |
$13.8K - $16.6K
|
132
$38.6K
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
42+ 2.3% |
$10.3K - $12.5K
|
1.87K
$547K
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
38New |
$9.36K - $11.3K
|
38
$11.1K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$8.86K - $10.7K
|
36
$10.5K
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35+ 1.39% |
$8.62K - $10.4K
|
2.55K
$745K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
35New |
$8.62K - $10.4K
|
35
$10.2K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
32New |
$7.88K - $9.49K
|
32
$9.35K
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 7.58% |
$7.39K - $8.9K
|
426
$124K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
24+ 3.0% |
$5.91K - $7.12K
|
824
$241K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
22+ 1.28% |
$5.42K - $6.52K
|
1.74K
$507K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
21New |
$5.17K - $6.23K
|
21
$6.13K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
20New |
$4.92K - $5.93K
|
20
$5.84K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$4.43K - $5.34K
|
6.59K
$1.93M
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16New |
$3.94K - $4.74K
|
16
$4.67K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
15+ 1.7% |
$3.69K - $4.45K
|
897
$262K
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 0.88% |
$3.45K - $4.15K
|
1.61K
$471K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11New |
$2.71K - $3.26K
|
11
$3.21K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9+ 0.6% |
$2.22K - $2.67K
|
1.51K
$441K
|