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 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
50+ 5.87% |
$13K - $14K
|
902
$267K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 3.85% |
$13K - $14K
|
1.35K
$399K
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
50+ 0.66% |
$13K - $14K
|
7.65K
$2.27M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50+ 6.0% |
$13K - $14K
|
884
$262K
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
50+ 1.3% |
$13K - $14K
|
3.9K
$1.16M
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
49+ 0.69% |
$12.8K - $13.7K
|
7.15K
$2.12M
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
49+ 3.23% |
$12.8K - $13.7K
|
1.57K
$464K
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
49+ 2.21% |
$12.8K - $13.7K
|
2.26K
$670K
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
49+ 1.31% |
$12.8K - $13.7K
|
3.78K
$1.12M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
49+ 4.87% |
$12.8K - $13.7K
|
1.06K
$312K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
47+ 2.01% |
$12.3K - $13.1K
|
2.39K
$707K
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
46+ 2.88% |
$12K - $12.9K
|
1.64K
$487K
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
45+ 0.73% |
$11.7K - $12.6K
|
6.2K
$1.84M
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
45+ 2.19% |
$11.7K - $12.6K
|
2.1K
$621K
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
45+ 2.36% |
$11.7K - $12.6K
|
1.95K
$579K
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
45+ 4.64% |
$11.7K - $12.6K
|
1.01K
$300K
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
44+ 2.12% |
$11.5K - $12.3K
|
2.12K
$628K
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
43+ 2.43% |
$11.2K - $12K
|
1.81K
$536K
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
43+ 2.73% |
$11.2K - $12K
|
1.62K
$479K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
42+ 2.87% |
$10.9K - $11.7K
|
1.51K
$446K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
41+ 21.24% |
$10.7K - $11.5K
|
234
$69.3K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
41+ 0.59% |
$10.7K - $11.5K
|
7K
$2.07M
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
41+ 3.09% |
$10.7K - $11.5K
|
1.37K
$406K
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
41+ 2.09% |
$10.7K - $11.5K
|
2.01K
$594K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
41New |
$10.7K - $11.5K
|
41
$12.1K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
41New |
$10.7K - $11.5K
|
41
$12.1K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
40+ 1.5% |
$10.4K - $11.2K
|
2.71K
$803K
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
40+ 0.61% |
$10.4K - $11.2K
|
6.55K
$1.94M
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
40+ 1.55% |
$10.4K - $11.2K
|
2.62K
$775K
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
39+ 0.29% |
$10.2K - $10.9K
|
13.6K
$4.03M
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
39+ 4.37% |
$10.2K - $10.9K
|
932
$276K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
38+ 1.07% |
$9.91K - $10.6K
|
3.59K
$1.06M
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
38+ 1.68% |
$9.91K - $10.6K
|
2.3K
$682K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
38+ 3.24% |
$9.91K - $10.6K
|
1.21K
$359K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
38+ 0.19% |
$9.91K - $10.6K
|
19.6K
$5.82M
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
38+ 2.36% |
$9.91K - $10.6K
|
1.65K
$487K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
38+ 237.5% |
$9.91K - $10.6K
|
54
$16K
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
37+ 0.49% |
$9.64K - $10.3K
|
7.59K
$2.25M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
37+ 6.32% |
$9.64K - $10.3K
|
622
$184K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
37+ 0.06% |
$9.64K - $10.3K
|
59.8K
$17.7M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
36+ 1.68% |
$9.38K - $10.1K
|
2.18K
$647K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36+ 2.14% |
$9.38K - $10.1K
|
1.72K
$510K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
36+ 0.44% |
$9.38K - $10.1K
|
8.21K
$2.43M
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 0.35% |
$9.12K - $9.79K
|
10K
$2.97M
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
35+ 0.42% |
$9.12K - $9.79K
|
8.39K
$2.48M
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
35+ 3.18% |
$9.12K - $9.79K
|
1.14K
$336K
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
35+ 0.41% |
$9.12K - $9.79K
|
8.65K
$2.56M
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
35+ 2.4% |
$9.12K - $9.79K
|
1.49K
$442K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
35+ 0.48% |
$9.12K - $9.79K
|
7.32K
$2.17M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
34+ 18.48% |
$8.86K - $9.51K
|
218
$64.6K
|