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 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-162- 15.4% |
$42.2K - $45.3K
|
890
$258K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-163- 2.71% |
$42.5K - $45.6K
|
5.85K
$1.7M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-165- 6.59% |
$43K - $46.1K
|
2.34K
$679K
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-165- 1.18% |
$43K - $46.1K
|
13.8K
$4.02M
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-167- 9.58% |
$43.5K - $46.7K
|
1.58K
$458K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-168- 12.73% |
$43.8K - $47K
|
1.15K
$334K
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-168- 3.79% |
$43.8K - $47K
|
4.27K
$1.24M
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-169- 9.97% |
$44.1K - $47.3K
|
1.53K
$443K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-171- 3.61% |
$44.6K - $47.8K
|
4.57K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-172- 5.62% |
$44.8K - $48.1K
|
2.89K
$839K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-173- 2.94% |
$45.1K - $48.4K
|
5.72K
$1.66M
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-173- 1.52% |
$45.1K - $48.4K
|
11.2K
$3.25M
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-174- 0.77% |
$45.4K - $48.7K
|
22.5K
$6.54M
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-175- 0.92% |
$45.6K - $48.9K
|
18.8K
$5.46M
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-175- 12.96% |
$45.6K - $48.9K
|
1.18K
$341K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-176- 15.07% |
$45.9K - $49.2K
|
992
$288K
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-177- 1.69% |
$46.1K - $49.5K
|
10.3K
$3M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-180- 16.11% |
$46.9K - $50.3K
|
937
$272K
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-180- 4.12% |
$46.9K - $50.3K
|
4.19K
$1.22M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-181- 2.24% |
$47.2K - $50.6K
|
7.91K
$2.3M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-182- 3.1% |
$47.4K - $50.9K
|
5.68K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-182- 18.27% |
$47.4K - $50.9K
|
814
$236K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-186- 11.39% |
$48.5K - $52K
|
1.45K
$420K
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-186- 2.7% |
$48.5K - $52K
|
6.69K
$1.94M
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-186- 2.04% |
$48.5K - $52K
|
8.92K
$2.59M
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-188- 1.3% |
$49K - $52.6K
|
14.3K
$4.15M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-188- 0.39% |
$49K - $52.6K
|
47.8K
$13.9M
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-189- 15.8% |
$49.3K - $52.8K
|
1.01K
$292K
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-189- 1.68% |
$49.3K - $52.8K
|
11.1K
$3.21M
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-190- 15.79% |
$49.5K - $53.1K
|
1.01K
$294K
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-191- 2.09% |
$49.8K - $53.4K
|
8.94K
$2.6M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-193- 24.31% |
$50.3K - $54K
|
601
$174K
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-194- 6.35% |
$50.6K - $54.2K
|
2.86K
$831K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-194- 1.72% |
$50.6K - $54.2K
|
11.1K
$3.22M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-194- 6.47% |
$50.6K - $54.2K
|
2.8K
$814K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-194- 2.26% |
$50.6K - $54.2K
|
8.39K
$2.43M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-196- 3.78% |
$51.1K - $54.8K
|
4.99K
$1.45M
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-196- 14.12% |
$51.1K - $54.8K
|
1.19K
$346K
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-196- 0.44% |
$51.1K - $54.8K
|
44.8K
$13M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-196- 1.35% |
$51.1K - $54.8K
|
14.3K
$4.15M
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-199- 3.23% |
$51.9K - $55.6K
|
5.96K
$1.73M
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-199- 2.91% |
$51.9K - $55.6K
|
6.65K
$1.93M
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-200- 16.86% |
$52.1K - $55.9K
|
986
$286K
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-200- 1.56% |
$52.1K - $55.9K
|
12.6K
$3.66M
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 50.0% |
$52.1K - $55.9K
|
200
$58.1K
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-203- 0.81% |
$52.9K - $56.8K
|
24.8K
$7.21M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-204- 3.96% |
$53.2K - $57K
|
4.95K
$1.44M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-205- 19.71% |
$53.4K - $57.3K
|
835
$242K
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-205- 5.49% |
$53.4K - $57.3K
|
3.53K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-205- 0.67% |
$53.4K - $57.3K
|
30.2K
$8.76M
|