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 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
68+ 2.31% |
$17.7K - $19K
|
3.01K
$892K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
67+ 0.48% |
$17.5K - $18.7K
|
14.1K
$4.16M
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
67+ 24.72% |
$17.5K - $18.7K
|
338
$100K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
66+ 8.67% |
$17.2K - $18.5K
|
827
$245K
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
66+ 7.76% |
$17.2K - $18.5K
|
916
$271K
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
66+ 4.93% |
$17.2K - $18.5K
|
1.41K
$416K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
65+ 4.63% |
$16.9K - $18.2K
|
1.47K
$435K
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
65+ 2.26% |
$16.9K - $18.2K
|
2.94K
$871K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
65+ 1.51% |
$16.9K - $18.2K
|
4.36K
$1.29M
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
65+ 0.94% |
$16.9K - $18.2K
|
6.95K
$2.06M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
64+ 4.56% |
$16.7K - $17.9K
|
1.47K
$435K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
63+ 5.46% |
$16.4K - $17.6K
|
1.22K
$360K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
63+ 0.33% |
$16.4K - $17.6K
|
19.4K
$5.74M
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
63+ 1.84% |
$16.4K - $17.6K
|
3.49K
$1.03M
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
61+ 1.07% |
$15.9K - $17.1K
|
5.77K
$1.71M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
61+ 0.88% |
$15.9K - $17.1K
|
7.03K
$2.08M
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
60+ 6.99% |
$15.6K - $16.8K
|
918
$272K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60+ 2.96% |
$15.6K - $16.8K
|
2.09K
$618K
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
60+ 0.63% |
$15.6K - $16.8K
|
9.64K
$2.86M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
60+ 113.21% |
$15.6K - $16.8K
|
113
$33.5K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
59+ 1.03% |
$15.4K - $16.5K
|
5.79K
$1.71M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
59+ 2.79% |
$15.4K - $16.5K
|
2.17K
$644K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59+ 0.22% |
$15.4K - $16.5K
|
26.7K
$7.91M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59+ 0.22% |
$15.4K - $16.5K
|
26.7K
$7.91M
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58+ 4.11% |
$15.1K - $16.2K
|
1.47K
$435K
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
58+ 3.17% |
$15.1K - $16.2K
|
1.89K
$559K
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
58+ 0.38% |
$15.1K - $16.2K
|
15.4K
$4.57M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58+ 0.82% |
$15.1K - $16.2K
|
7.11K
$2.11M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
58+ 7.06% |
$15.1K - $16.2K
|
879
$260K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
57+ 0.49% |
$14.9K - $15.9K
|
11.6K
$3.45M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
56+ 2.15% |
$14.6K - $15.7K
|
2.66K
$788K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
56+ 42.42% |
$14.6K - $15.7K
|
188
$55.7K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
56+ 2.97% |
$14.6K - $15.7K
|
1.94K
$575K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
56+ 2.97% |
$14.6K - $15.7K
|
1.94K
$575K
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
55+ 1.21% |
$14.3K - $15.4K
|
4.62K
$1.37M
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
55+ 0.27% |
$14.3K - $15.4K
|
20.7K
$6.12M
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
55+ 1.39% |
$14.3K - $15.4K
|
4.02K
$1.19M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
54+ 5.56% |
$14.1K - $15.1K
|
1.03K
$304K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 14.63% |
$14.1K - $15.1K
|
423
$125K
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
54+ 3.41% |
$14.1K - $15.1K
|
1.64K
$485K
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
54+ 4.21% |
$14.1K - $15.1K
|
1.34K
$396K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
53+ 0.22% |
$13.8K - $14.8K
|
24.2K
$7.17M
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
52+ 0.16% |
$13.6K - $14.5K
|
33.2K
$9.83M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
52+ 8.74% |
$13.6K - $14.5K
|
647
$192K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
51+ 6.41% |
$13.3K - $14.3K
|
847
$251K
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
51+ 3.45% |
$13.3K - $14.3K
|
1.53K
$453K
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
51+ 0.94% |
$13.3K - $14.3K
|
5.49K
$1.63M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
51+ 102.0% |
$13.3K - $14.3K
|
101
$29.9K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
51+ 0.17% |
$13.3K - $14.3K
|
29.3K
$8.69M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
51+ 7.09% |
$13.3K - $14.3K
|
770
$228K
|