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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
298+ 38.35% |
$77.7K - $83.3K
|
1.08K
$310K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
297+ 2.52% |
$77.4K - $83K
|
12.1K
$3.49M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
294+ 2.2% |
$76.6K - $82.2K
|
13.6K
$3.93M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
293+ 11.66% |
$76.4K - $81.9K
|
2.81K
$809K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
289+ 11.49% |
$75.3K - $80.8K
|
2.81K
$809K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
283+ 29.66% |
$73.8K - $79.1K
|
1.24K
$357K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
283+ 30.01% |
$73.8K - $79.1K
|
1.23K
$354K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
281+ 9.32% |
$73.2K - $78.6K
|
3.3K
$951K
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
BUY
|
- |
280+ 2.85% |
$73K - $78.3K
|
10.1K
$2.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
277+ 0.96% |
$72.2K - $77.5K
|
29K
$8.37M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
277New |
$72.2K - $77.5K
|
277
$79.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
276+ 4.18% |
$71.9K - $77.2K
|
6.89K
$1.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
276+ 0.16% |
$71.9K - $77.2K
|
169K
$48.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
276+ 18.07% |
$71.9K - $77.2K
|
1.8K
$520K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
275+ 1.51% |
$71.7K - $76.9K
|
18.5K
$5.33M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
274+ 0.32% |
$71.4K - $76.6K
|
86K
$24.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
273+ 17.74% |
$71.2K - $76.3K
|
1.81K
$523K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
273+ 4.63% |
$71.2K - $76.3K
|
6.18K
$1.78M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
273+ 4.67% |
$71.2K - $76.3K
|
6.12K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
271+ 23.1% |
$70.6K - $75.8K
|
1.44K
$417K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
270+ 26.57% |
$70.4K - $75.5K
|
1.29K
$371K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
263+ 15.16% |
$68.6K - $73.5K
|
2K
$576K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
263+ 23.13% |
$68.6K - $73.5K
|
1.4K
$404K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
262+ 26.07% |
$68.3K - $73.3K
|
1.27K
$365K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
261+ 20.85% |
$68K - $73K
|
1.51K
$436K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
261+ 3.62% |
$68K - $73K
|
7.47K
$2.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
258+ 4.15% |
$67.3K - $72.1K
|
6.47K
$1.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
251+ 3.09% |
$65.4K - $70.2K
|
8.37K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
251+ 7.65% |
$65.4K - $70.2K
|
3.53K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
250+ 11.08% |
$65.2K - $69.9K
|
2.51K
$723K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
249+ 4.76% |
$64.9K - $69.6K
|
5.48K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
249+ 341.1% |
$64.9K - $69.6K
|
322
$92.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
248+ 1.55% |
$64.6K - $69.3K
|
16.3K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
248+ 21.93% |
$64.6K - $69.3K
|
1.38K
$398K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
247+ 1.17% |
$64.4K - $69.1K
|
21.4K
$6.18M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
247+ 6.59% |
$64.4K - $69.1K
|
4K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
247+ 1.47% |
$64.4K - $69.1K
|
17K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
247+ 1.94% |
$64.4K - $69.1K
|
13K
$3.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
242+ 2.13% |
$63.1K - $67.7K
|
11.6K
$3.35M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
240+ 300.0% |
$62.6K - $67.1K
|
320
$92.3K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
239+ 2.71% |
$62.3K - $66.8K
|
9.05K
$2.61M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
238+ 4.22% |
$62K - $66.5K
|
5.87K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
237+ 9.88% |
$61.8K - $66.3K
|
2.64K
$760K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
236+ 4.05% |
$61.5K - $66K
|
6.07K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
236+ 6.13% |
$61.5K - $66K
|
4.08K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
234+ 23.64% |
$61K - $65.4K
|
1.22K
$353K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
233+ 2.86% |
$60.7K - $65.1K
|
8.39K
$2.42M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
233+ 5.16% |
$60.7K - $65.1K
|
4.75K
$1.37M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233+ 5.16% |
$60.7K - $65.1K
|
4.75K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
232+ 0.85% |
$60.5K - $64.9K
|
27.4K
$7.91M
|