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
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4.2KNew |
$1.1M - $1.17M
|
4.2K
$1.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.18KNew |
$1.09M - $1.17M
|
4.18K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.14K+ 378.36% |
$1.08M - $1.16M
|
5.24K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
4.1K+ 0.71% |
$1.07M - $1.15M
|
582K
$180M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.06K+ 5.52% |
$1.06M - $1.14M
|
77.7K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
4.04K+ 7.26% |
$1.05M - $1.13M
|
59.7K
$18.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
4.04KNew |
$1.05M - $1.13M
|
4.04K
$1.24M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.97K+ 33.39% |
$1.04M - $1.11M
|
15.9K
$4.9M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.83K+ 16.72% |
$998K - $1.07M
|
26.7K
$8.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.78KNew |
$984K - $1.06M
|
3.78K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.76K+ 44.19% |
$981K - $1.05M
|
12.3K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.74K+ 2.97% |
$974K - $1.04M
|
130K
$40M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.73K+ 71.99% |
$971K - $1.04M
|
8.9K
$2.75M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.71K+ 1323.21% |
$966K - $1.04M
|
3.99K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
3.64K+ 25.78% |
$949K - $1.02M
|
17.8K
$5.48M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.62K+ 16.7% |
$944K - $1.01M
|
25.3K
$7.81M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.59KNew |
$936K - $1M
|
3.59K
$1.11M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.59K+ 7.8% |
$936K - $1M
|
49.6K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 9.1% |
$935K - $1M
|
43K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.53K+ 1.03% |
$920K - $986K
|
347K
$107M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.51K+ 15.7% |
$914K - $981K
|
25.9K
$7.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
3.5KNew |
$913K - $979K
|
3.5K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
3.5K+ 6.11% |
$912K - $979K
|
60.8K
$18.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.49K+ 4.2% |
$909K - $975K
|
86.5K
$26.7M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.48K+ 7.97% |
$908K - $974K
|
47.2K
$14.5M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.44K+ 40.34% |
$896K - $962K
|
12K
$3.69M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.44K+ 1.01% |
$896K - $961K
|
343K
$106M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.43K+ 1.0% |
$894K - $959K
|
345K
$107M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.43K+ 0.97% |
$894K - $959K
|
358K
$110M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.42K+ 75.87% |
$892K - $957K
|
7.94K
$2.45M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.29K+ 10.86% |
$858K - $920K
|
33.6K
$10.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.23K+ 8.48% |
$842K - $903K
|
41.3K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.2K+ 16.58% |
$835K - $896K
|
22.5K
$6.95M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.11KNew |
$810K - $869K
|
3.11K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.1KNew |
$809K - $867K
|
3.1K
$957K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.06K+ 115.36% |
$797K - $854K
|
5.71K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.05K+ 4.28% |
$795K - $853K
|
74.4K
$22.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.05K+ 10.16% |
$794K - $852K
|
33K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3K+ 6.93% |
$782K - $839K
|
46.3K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3KNew |
$782K - $839K
|
3K
$926K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.99K+ 263.47% |
$780K - $837K
|
4.13K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.94K+ 9.45% |
$765K - $821K
|
34K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.93K+ 27.71% |
$764K - $819K
|
13.5K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.92K+ 33.4% |
$760K - $815K
|
11.6K
$3.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.87K+ 0.12% |
$747K - $801K
|
2.46M
$760M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
2.79K+ 5.89% |
$728K - $780K
|
50.2K
$15.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.78K+ 2.48% |
$724K - $776K
|
115K
$35.4M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.77KNew |
$722K - $774K
|
2.77K
$854K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.76K+ 0.93% |
$720K - $773K
|
299K
$92.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.76K+ 9.03% |
$720K - $772K
|
33.3K
$10.3M
|