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
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.73% |
$1.56K - $1.68K
|
829
$241K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.62% |
$1.56K - $1.68K
|
970
$282K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.46% |
$1.56K - $1.68K
|
1.3K
$377K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6New |
$1.56K - $1.68K
|
6
$1.74K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 0.18% |
$1.56K - $1.68K
|
3.28K
$953K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.12% |
$1.3K - $1.4K
|
4.18K
$1.21M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.2% |
$1.3K - $1.4K
|
2.56K
$743K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5+ 0.35% |
$1.3K - $1.4K
|
1.43K
$415K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.45% |
$1.3K - $1.4K
|
1.12K
$325K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.16% |
$1.3K - $1.4K
|
3.12K
$905K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.51% |
$1.3K - $1.4K
|
985
$286K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.31% |
$1.3K - $1.4K
|
1.61K
$468K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5+ 0.28% |
$1.3K - $1.4K
|
1.77K
$513K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5+ 0.29% |
$1.3K - $1.4K
|
1.74K
$505K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.3K - $1.4K
|
5.14K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
5+ 0.1% |
$1.3K - $1.4K
|
5.05K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5+ 0.15% |
$1.3K - $1.4K
|
3.39K
$985K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.2% |
$1.3K - $1.4K
|
2.56K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.13% |
$1.3K - $1.4K
|
3.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$1.3K - $1.4K
|
1.3K
$379K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5+ 0.23% |
$1.3K - $1.4K
|
2.16K
$628K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5+ 0.65% |
$1.3K - $1.4K
|
777
$226K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.59% |
$1.3K - $1.4K
|
857
$249K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.06% |
$1.04K - $1.12K
|
6.49K
$1.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4+ 0.3% |
$1.04K - $1.12K
|
1.34K
$388K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
4+ 0.02% |
$1.04K - $1.12K
|
25K
$7.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
4+ 0.25% |
$1.04K - $1.12K
|
1.61K
$468K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.37% |
$1.04K - $1.12K
|
1.08K
$314K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4+ 0.07% |
$1.04K - $1.12K
|
5.39K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4+ 0.15% |
$1.04K - $1.12K
|
2.6K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4+ 0.42% |
$1.04K - $1.12K
|
966
$280K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.28% |
$1.04K - $1.12K
|
1.41K
$409K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3+ 0.36% |
$782 - $839
|
826
$240K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.11% |
$782 - $839
|
2.65K
$769K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$782 - $839
|
3.47K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3+ 0.36% |
$782 - $839
|
840
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.11% |
$782 - $839
|
2.82K
$819K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.12% |
$782 - $839
|
2.47K
$716K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$782 - $839
|
5.63K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.1% |
$782 - $839
|
2.93K
$850K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.26% |
$782 - $839
|
1.17K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.08% |
$782 - $839
|
3.89K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3+ 0.1% |
$782 - $839
|
2.98K
$864K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 7.14% |
$782 - $839
|
45
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.08% |
$521 - $559
|
2.37K
$688K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.08% |
$521 - $559
|
2.57K
$745K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$521 - $559
|
3.25K
$942K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$521 - $559
|
1.14K
$332K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$521 - $559
|
3.84K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
2+ 0.21% |
$521 - $559
|
969
$281K
|