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 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
21+ 1.16% |
$5.47K - $5.87K
|
1.82K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
21+ 0.25% |
$5.47K - $5.87K
|
8.42K
$2.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
20+ 2.28% |
$5.21K - $5.59K
|
897
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
20+ 2.51% |
$5.21K - $5.59K
|
818
$237K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 3.85% |
$5.21K - $5.59K
|
539
$156K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 0.7% |
$4.95K - $5.31K
|
2.73K
$792K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
19+ 0.1% |
$4.95K - $5.31K
|
19.6K
$5.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
19+ 1.93% |
$4.95K - $5.31K
|
1K
$291K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
19+ 0.81% |
$4.95K - $5.31K
|
2.36K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19+ 0.78% |
$4.95K - $5.31K
|
2.47K
$716K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
17+ 1.42% |
$4.43K - $4.75K
|
1.21K
$352K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
17+ 0.48% |
$4.43K - $4.75K
|
3.54K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
17+ 1.21% |
$4.43K - $4.75K
|
1.42K
$413K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17+ 0.43% |
$4.43K - $4.75K
|
3.93K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
17+ 0.72% |
$4.43K - $4.75K
|
2.38K
$692K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17+ 0.48% |
$4.43K - $4.75K
|
3.57K
$1.04M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.34% |
$4.43K - $4.75K
|
5.06K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
17+ 1.12% |
$4.43K - $4.75K
|
1.53K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
17+ 0.6% |
$4.43K - $4.75K
|
2.85K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
17+ 2.04% |
$4.43K - $4.75K
|
851
$247K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
17+ 0.64% |
$4.43K - $4.75K
|
2.69K
$781K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
16+ 1.78% |
$4.17K - $4.47K
|
915
$266K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
16+ 1.92% |
$4.17K - $4.47K
|
850
$247K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
16+ 0.14% |
$4.17K - $4.47K
|
11.2K
$3.25M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16+ 0.46% |
$4.17K - $4.47K
|
3.49K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
16+ 0.45% |
$4.17K - $4.47K
|
3.59K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.12% |
$3.91K - $4.19K
|
12.1K
$3.52M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
15+ 0.22% |
$3.91K - $4.19K
|
6.79K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.17% |
$3.91K - $4.19K
|
8.73K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15+ 1.34% |
$3.91K - $4.19K
|
1.14K
$329K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
15+ 187.5% |
$3.91K - $4.19K
|
23
$6.68K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
15+ 0.19% |
$3.91K - $4.19K
|
7.86K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
15+ 0.86% |
$3.91K - $4.19K
|
1.76K
$510K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15+ 0.34% |
$3.91K - $4.19K
|
4.49K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
15+ 1.15% |
$3.91K - $4.19K
|
1.32K
$384K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15+ 0.83% |
$3.91K - $4.19K
|
1.82K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
15+ 0.31% |
$3.91K - $4.19K
|
4.83K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
15+ 1.07% |
$3.91K - $4.19K
|
1.42K
$411K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
14+ 0.57% |
$3.65K - $3.91K
|
2.49K
$723K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 0.69% |
$3.65K - $3.91K
|
2.05K
$594K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
14+ 1.39% |
$3.65K - $3.91K
|
1.02K
$297K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14New |
$3.65K - $3.91K
|
14
$4.06K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13+ 1.4% |
$3.39K - $3.63K
|
940
$273K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
13+ 0.61% |
$3.39K - $3.63K
|
2.14K
$621K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13+ 1.03% |
$3.39K - $3.63K
|
1.27K
$370K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 0.02% |
$3.39K - $3.63K
|
65.4K
$19M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13+ 2.31% |
$3.39K - $3.63K
|
575
$167K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.29% |
$3.39K - $3.63K
|
4.44K
$1.29M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.24% |
$3.39K - $3.63K
|
5.37K
$1.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
12+ 1.2% |
$3.13K - $3.36K
|
1.01K
$294K
|