Purchases and Sales Made in Q1 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06K+ 19.01% |
$276K - $296K
|
6.63K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$274K - $294K
|
1.05K
$303K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 4.68% |
$273K - $293K
|
23.4K
$6.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.04KNew |
$271K - $291K
|
1.04K
$300K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.04K+ 2.3% |
$270K - $289K
|
46K
$13.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 1.26% |
$270K - $289K
|
82.9K
$23.9M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1K+ 51.38% |
$261K - $280K
|
2.95K
$852K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1K+ 55.56% |
$261K - $280K
|
2.8K
$808K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
996+ 5.84% |
$260K - $278K
|
18.1K
$5.21M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
992+ 1.13% |
$259K - $277K
|
88.5K
$25.5M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
990New |
$258K - $277K
|
990
$286K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
976+ 5.64% |
$254K - $273K
|
18.3K
$5.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
975New |
$254K - $273K
|
975
$281K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
974+ 20.98% |
$254K - $272K
|
5.62K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
972+ 2.92% |
$253K - $272K
|
34.3K
$9.89M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
969New |
$253K - $271K
|
969
$280K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
960New |
$250K - $268K
|
960
$277K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
957+ 6.09% |
$249K - $268K
|
16.7K
$4.81M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
954+ 14.93% |
$249K - $267K
|
7.35K
$2.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
953New |
$248K - $266K
|
953
$275K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
951+ 4.11% |
$248K - $266K
|
24.1K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
949New |
$247K - $265K
|
949
$274K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
947New |
$247K - $265K
|
947
$273K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
945+ 9.0% |
$246K - $264K
|
11.5K
$3.3M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
945+ 42.28% |
$246K - $264K
|
3.18K
$917K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
941+ 2.71% |
$245K - $263K
|
35.7K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
939New |
$245K - $263K
|
939
$271K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
937+ 5.5% |
$244K - $262K
|
18K
$5.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
928New |
$242K - $259K
|
928
$268K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
922New |
$240K - $258K
|
922
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
920+ 0.7% |
$240K - $257K
|
133K
$38.4M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
915+ 39.3% |
$239K - $256K
|
3.24K
$936K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
913+ 0.4% |
$238K - $255K
|
232K
$66.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
912+ 1.91% |
$238K - $255K
|
48.6K
$14M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
908+ 2.92% |
$237K - $254K
|
32K
$9.22M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
908New |
$237K - $254K
|
908
$262K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
906New |
$236K - $253K
|
906
$261K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
905New |
$236K - $253K
|
905
$261K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
903New |
$235K - $252K
|
903
$260K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
890+ 22.54% |
$232K - $249K
|
4.84K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
888+ 60.37% |
$231K - $248K
|
2.36K
$681K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
880+ 4.85% |
$229K - $246K
|
19K
$5.49M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
877+ 1.04% |
$229K - $245K
|
85.5K
$24.7M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
876New |
$228K - $245K
|
876
$253K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
876+ 8.52% |
$228K - $245K
|
11.2K
$3.22M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
872+ 5.81% |
$227K - $244K
|
15.9K
$4.58M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
872New |
$227K - $244K
|
872
$252K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
871+ 2.3% |
$227K - $244K
|
38.7K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
871+ 9.89% |
$227K - $244K
|
9.68K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
869+ 0.45% |
$227K - $243K
|
192K
$55.5M
|