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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
140+ 3.37% |
$36.5K - $39.1K
|
4.3K
$1.25M
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
139+ 4.4% |
$36.2K - $38.9K
|
3.3K
$958K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
138+ 3.32% |
$36K - $38.6K
|
4.3K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
138+ 6.04% |
$36K - $38.6K
|
2.42K
$703K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
135+ 3.58% |
$35.2K - $37.7K
|
3.91K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
134+ 11.45% |
$34.9K - $37.5K
|
1.3K
$379K
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
134+ 13.4% |
$34.9K - $37.5K
|
1.13K
$329K
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
133+ 2.15% |
$34.7K - $37.2K
|
6.32K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
133+ 2.61% |
$34.7K - $37.2K
|
5.23K
$1.52M
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
131+ 16.58% |
$34.1K - $36.6K
|
921
$267K
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
131+ 3.43% |
$34.1K - $36.6K
|
3.95K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
131+ 1.4% |
$34.1K - $36.6K
|
9.46K
$2.74M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
130+ 1.3% |
$33.9K - $36.3K
|
10.1K
$2.93M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
129+ 0.29% |
$33.6K - $36.1K
|
44.4K
$12.9M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
128+ 12.23% |
$33.4K - $35.8K
|
1.18K
$341K
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
128+ 1.67% |
$33.4K - $35.8K
|
7.8K
$2.27M
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
128+ 2.07% |
$33.4K - $35.8K
|
6.32K
$1.83M
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
128+ 4.72% |
$33.4K - $35.8K
|
2.84K
$824K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
126+ 4.69% |
$32.8K - $35.2K
|
2.81K
$816K
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
125+ 0.46% |
$32.6K - $35K
|
27.5K
$7.98M
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
125+ 0.98% |
$32.6K - $35K
|
12.8K
$3.73M
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
123+ 6.11% |
$32.1K - $34.4K
|
2.14K
$620K
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
123+ 13.82% |
$32.1K - $34.4K
|
1.01K
$294K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
122+ 3.83% |
$31.8K - $34.1K
|
3.31K
$960K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
122+ 4.07% |
$31.8K - $34.1K
|
3.12K
$906K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
122+ 0.42% |
$31.8K - $34.1K
|
29.4K
$8.54M
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
121+ 7.53% |
$31.5K - $33.8K
|
1.73K
$501K
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
120+ 6.78% |
$31.3K - $33.6K
|
1.89K
$548K
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
120+ 7.49% |
$31.3K - $33.6K
|
1.72K
$500K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
120+ 1.07% |
$31.3K - $33.6K
|
11.4K
$3.3M
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
119+ 5.33% |
$31K - $33.3K
|
2.35K
$682K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.65% |
$31K - $33.3K
|
3.38K
$980K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
119+ 49.79% |
$31K - $33.3K
|
358
$104K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
117+ 3.84% |
$30.5K - $32.7K
|
3.16K
$918K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
117+ 4.73% |
$30.5K - $32.7K
|
2.59K
$751K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
116New |
$30.2K - $32.4K
|
116
$33.7K
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
116+ 9.45% |
$30.2K - $32.4K
|
1.34K
$390K
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
116+ 1.55% |
$30.2K - $32.4K
|
7.61K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
116+ 0.79% |
$30.2K - $32.4K
|
14.7K
$4.27M
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
115+ 1.35% |
$30K - $32.2K
|
8.64K
$2.51M
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
115+ 9.08% |
$30K - $32.2K
|
1.38K
$401K
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
114+ 5.12% |
$29.7K - $31.9K
|
2.34K
$680K
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
114+ 2.95% |
$29.7K - $31.9K
|
3.98K
$1.16M
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
114+ 12.3% |
$29.7K - $31.9K
|
1.04K
$302K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
113+ 2.02% |
$29.5K - $31.6K
|
5.7K
$1.66M
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
112+ 12.44% |
$29.2K - $31.3K
|
1.01K
$294K
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
111+ 1.46% |
$28.9K - $31K
|
7.71K
$2.24M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
111+ 2.96% |
$28.9K - $31K
|
3.86K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
111+ 7.12% |
$28.9K - $31K
|
1.67K
$485K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
111+ 6.8% |
$28.9K - $31K
|
1.74K
$506K
|